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Setting a signing sequence for online signing documents
Setting a signing sequence for online signing documents

Workstream allows you to set a signing sequence for online signing documents inside Workstream.

Janina avatar
Written by Janina
Updated over a week ago

This article talks about setting up your signing sequence. This means you have the option of how the online document will be signed. 

STEP 1: Log in to your Workstream account then go to Positions.

STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the arrow down button next to the brand name to select a location.

STEP 4: Select a position then click the three-dotted line located in the last column.

STEP 5: Select Edit Position.

STEP 6: Under Progress, choose Stages. Then scroll down to find your online signing stage.

STEP 7: Under the Settings panel, hit the edit box icon.

Here, you can do the following changes: edit the company signatory name and email and set the signing sequence.

Under the signing sequence,

  • Same time - means that when you moved an applicant to the online signing stage, you and the applicant will receive the document at the same time.

  • Set an order - means that you can set an order whether you want to sign the document first or the other way around.

By dragging the two options, whoever appears to be at the top means will sign the document first.

STEP 8: If no further updates, select cancel to save the details.

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