Signers receive and sign the document in the order that their e-mail addresses were entered into the To: field. Once the last signer completes the signing process, then all parties receive a Signed & Filed e-mail with the signed PDFs attached.
Click Complete in Any Order to start a parallel workflow.
All the recipients receive the document at the same time and can sign in any order. Once the last signer has completed the signing process, then all parties receive a Signed & Filed e-mail with the signed PDFs attached.
A “Hybrid” workflow is an instance of the sequential participation order where one or more of the steps includes two or more recipients gaining access to the document at the same time. All of the signers/approvers of the “parallel” step will need to complete their part before the sequential process moves to the next step.
For example, in the above image we have a three step signature cycle:
To create a hybrid group, enter the email addresses of each party as if they were individual recipients, and then click and drag the recipient field over another one in the hybrid group. You will see on screen the message that you are creating a parallel group. Manually changing the index numbers to the same value will also create the hybrid group.
Recipient Groups are useful when you need sign-off from a team or an organization, but not from a specific individual in that group. Any member in the group is authorized to sign or approve on behalf of the entire group.
For example, in the above image you can see a three step signature cycle:
To create a Recipient Group, click the Add Recipient Group link at the top-right of the recipient field. This creates the container where you will be asked to enter the group name, and the potential recipients
All members of the Recipient Group will receive the final PDF copy of the signed agreement even if they did not specifically participate.
An account administrator can set the default signing order or remove this option for the sender.
Navigate to Account > Account Settings > Send Settings > Signing Order or Recipient Groups