Introduction
Managing the signing order in PDF documents and templates is crucial for ensuring a smooth eSignature workflow. BoloSign provides an easy interface to set up and customize the signing order, ensuring that your documents are signed in the correct sequence. This guide will walk you through the process of setting the signing order in PDFs and PDF templates with BoloSign. Additionally, we’ll address common queries related to PDF signatures.
How to Set the Signing Order in PDF and PDF Templates with BoloSign
1. Create a new PDF
2. Select a file from your system
3. Add your Signers to your document
4. Check on "set signing order data"
5. The signers are arranged in an order
6. You can change the order of the signees by changing the number inside the box. For example, if you assign "1" to two signees the document would be sent to them first simultaneously. It will be sent to the next person once they finish signing.
7. Make sure to arrange it in a logical way. For example, if you assign "1" to the first two signees, assign "2" to the third signee.
8. You can even mix up the numbers and arrange them as you like
9. You can uncheck the checkbox anytime and send the document simultaneously to all the signees.
10. So, we'll fix this order .
11. Click on "Confirm"
12. Place the "signature fields"
13. Click on "Send"
14. The mail was first sent to the first signee
15. After the first signee signs the document...
16. The document is sent to the second signee
17. This process continues until all the signees finish their signing process.
FAQs
How do I change the signing order later?
Ans. You can update the signing order by accessing the "Set Signing Order" settings in BoloSign and adjusting the sequence numbers.
Can I have multiple signers sign simultaneously?
Ans. Yes, by assigning the same sequence number to multiple signers or by unchecking the "Set Signing Order" option, you can have multiple signers sign simultaneously.
Is it possible to remove a signer from the order?
Ans. Yes, you can remove a signer by editing the signer list in the "Add Signers" section of BoloSign.
What file formats are supported for uploading documents in BoloSign?
Ans. BoloSign supports PDF files for document uploads.
How secure is the signing process in BoloSign?
Ans. BoloSign ensures a secure signing process with encryption and authentication measures to protect your documents and signatures.
Can I reorder signers after some have already signed?
Ans. No, the signing order cannot be changed once the signing process has begun.
Conclusion
Setting the signing order in PDF documents and templates with BoloSign is straightforward and efficient. By following these steps, you can ensure that your eSignature workflows are organized and executed in the correct sequence. For more detailed guides and troubleshooting tips, visit our help center.