Select the plus icon to add another recipient record.
Select the Group option.
Last updated on
3 Jul 2024
Note:
This article pertains to the new Request Signature environment only.
The classic Send page configurations are still available for users who haven't migrated to the new environment.
Sequential signing workflow
A Sequential signature flow requires that each of the recipients receive notification of the agreement following the order they are entered into the Add recipients section. Only one recipient at a time has access to interact with the agreement.
To define a sequential signature flow, enable the Recipients must sign in order option in the Add recipients section when configuring the agreement.
When a Sequential flow is defined, the leftmost side of the recipient record displays an index number identifying the order in which the recipients will receive the agreement notification.
- Adjust the recipient order by using the arrows above or below the index number.
- Select the plus icon under the recipient list and select Individual to add an additional recipient.
- Select Myself to add the agreement sender as the next recipient,
- To remove a recipient, select the delete (garbage can) icon on the rightmost end of the record.
All parties can have personalized roles, authentication, and private messages.
Parallel signing workflow
A Parallel signature notifies all recipients in the Add recipients section at the same time. All recipients must complete their interaction with the agreement before it is completed.
If multiple recipients interact with the agreement at the same time, the first to complete their action will complete their signature successfully. Other recipients interacting with the agreement are notified that the agreement has been updated, and must refresh their session to show the updated version of the agreement.
To define a parallel signature flow, uncheck the Recipients must sign in order option in the Add recipients section when configuring the agreement.
When a Parallel flow is defined, the index numbers are removed, as all recipients gain access to the agreement at the same time, and can sign in any order.
- Select the plus icon under the recipient list and select Individual to add an additional recipient.
- Select Myself to add the agreement sender as the next recipient,
- To remove a recipient, select the delete (garbage can) icon on the rightmost end of the record.
All parties can have personalized roles, authentication, and private messages.
Note:
Field assignment using Text Tags is predicated on the index number.
Parallel signature flows don't display the recipient index number, but it's still there and usable for the purpose of field assignment (Signer3 is the third recipient in the recipient list despite the index number being hidden.)
Hybrid workflow
A “Hybrid” workflow is a variant of the sequential signature flow where a recipient record is defined as a "group," and that group contains one or more "recipients" who all gain access to the agreement at the same time (like a parallel signature flow).
- A hybrid workflow can include one or more "group" recipients.
- All of the recipients defined in the “group" must complete their interaction before the signature flow progresses to the next recipient record (if there is one).
The example below shows four recipient records in a sequential signature flow:
- The first two are individual recipients.
- The third is a parallel group with three members. All members are notified at once, and they must complete their interaction before proceeding to the fourth individual recipient.
- The fourth is an individual recipient.
Note:
Electronic Seals are not supported in a Hybrid signature workflow.
To configure the parallel group:
-
-
Provide a Group name.
-
Enable the All members must complete toggle.
-
Select the Add members button.
A new panel opens to collect the member information for the parallel group.
- Enter an email address and authentication method.
- The Role and Private message settings are applied at the group level, not the individual level. All group members have the same role and private message.
- Select the plus icon to add another member to the group and the garbage can icon to delete a member.
- Enter an email address and authentication method.
-
Select Done when all members have been added.
-
Add additional recipient records to the agreement as needed.
Recipient Groups
A Recipient Group is a type of "group" recipient record that contains one or more member participants. All participants are notified of the agreement simultaneously and have equal access to the same fields.
However, only one member is allowed to complete the interaction on behalf of the group. Once one member completes the group interaction, the requirement for the group is complete, and the next recipient record is engaged. Any subsequent group members who attempt to interact with the agreement are notified that their participation is completed.
All members of the Recipient Group will receive the final PDF copy of the signed agreement even if they did not specifically participate.
The example below shows four recipient records in a sequential signature flow:
- The first two records are individual recipients.
- The third recipient record is a recipient group with four members. All members are notified at once. Once any member of the recipient group completes their interaction, the group's requirement is satisfied.
- The fourth is an individual recipient.
There are two types of recipient groups:
- Ad hoc recipient groups are manually entered by the sender and are only used for the agreement in which they are defined. Ad hoc recipient groups:
- Must be enabled by an administrator before they are available to the user.
- Allow the sender to define as many recipients in the group as needed.
- Allow the sender to name the group.
- It cannot be saved for reuse.
-
Select the plus icon to add another recipient record.
Select the Group option. -
Provide a Group name.
-
Ensure the All members must complete toggle switch is disabled.
-
Select the Add members button.
A new panel opens to collect the member information for the group.
- Enter an email address and authentication method.
- The Role and Private message settings are applied at the group level, not the individual level. All group members have the same role and private message.
- Select the plus icon to add another member to the group and the garbage can icon to delete a member.
- Enter an email address and authentication method.
-
Select Done when all members have been added.
-
Add additional recipient records to the agreement as needed.
- Reusable recipient groups can be created by users and saved as personal groups or shared with their group or account. Reusable recipient groups:
- Are enabled for all users under their Address book in the user profile.
- Must be defined before they can be used.
- Must have an appropriate scope for the user to access them.
- Can not be edited in terms of name or email values through the Request Signature interface.
-
Select the plus icon to add another recipient record.
Select the Group option. -
Type the name of the group you want to add into the Group name field.
As you type, a list of groups that match the text entered is displayed. you can select a group from this list at any time.
-
Ensure the All members must complete toggle switch is disabled.
-
Add additional recipient records to the agreement as needed.
