⚠️ You need permission to edit onboarding processes — if you don't see the option to edit a process, reach out to your Super Admin.
📌 Your account must have the Employee Onboarding feature enabled. If it isn't, you'll see an upgrade prompt instead of the onboarding screens described below.
📌 The document(s) you want to sequence must already exist as company documents, or you can upload a new one as part of this flow.
Steps:
From Admin View, go to Team Management › Onboarding › Onboarding Processes.
The Onboarding Processes page lists your onboarding processes.
Select the three-dot menu ••• in the Actions column next to the process you want to update, then select Edit process (or select Create new process to start one from scratch).
On the Review your tasks screen, find the Company Documents task and select its edit control to open its settings. (If you're building a brand-new process, you'll reach this same screen automatically after selecting Company Documents in the task list.)
Under Add documents, use the Search documents field to find and check the documents you want included, or select Upload document to add a new one.
Under Selected documents, review the list — this is the exact order your new hires will see and sign these documents in. Each row shows its sequence number (for example, "1."), a drag handle, up and down arrows (shown when you have two or more documents), and a trash icon.
Reorder the list as needed by dragging an item using its drag handle, or by using the up/down arrows next to each document. Select the trash icon next to a document to remove it from this process.
Select Continue to confirm this step. The order is saved with the process when you finish the remaining setup screens and save the process.
The Processes list where an existing onboarding process can be opened for editing.
Require multiple signers on one document to sign in sequence.
If a single document needs to be signed by more than one person at your company (for example, a manager and then an HR admin), you can also control the order those signers are notified — where available on your account:
From the same Company Documents task settings, select Upload document (or edit an existing document) to open the document builder.
On the Upload file step, upload your file and select Next.
On the Add signers step, add each signer or signer group using Add another signer, setting each as a Team member signer or Company signer.
Reorder the signer groups using the drag handle or the up/down arrows — this sets who is notified first.
Check Signing order to turn on sequential notifications. This option only becomes available once you have at least two signer groups, each with at least one signer selected.
Select Prepare document to finish, then complete the signature field setup in the editor that opens.
📌 With Signing order turned on, signers are notified one at a time, in the order shown on screen — each signer is only notified after the previous one completes their signature.
📌 Newly uploaded documents are automatically added to the end of your Selected documents order — move them up if they need to be signed earlier.
📌 The Signing order checkbox for a single document's signers is a separate setting from the Selected documents order for the whole Company Documents task — the first controls the order signers are notified on one document, the second controls the order different documents are presented to the new hire.
📌 If you uncheck a document and later re-check it in the Add documents search, it's added back to the end of the list rather than restoring its original position.
📌 Some settings on the document builder — like sharing a signed copy with the employee or limiting document access to specific locations — may not be available on every account.