Set Signing Order For Documents Sent In a Workflow
T
Tiyana Robinson
Although we do have the ability to set the signing order when documents are manually sent, we don't have the ability to set the signing order when a document is sent via a workflow.
Let's get this fixed! 🙌🏾
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J
Joy Homecillo
It would be very helpful to have the ability to set a signing order within Templates. For example, the contact signs first, and then our internal user signs afterward.
It would also be great to have a “Partially Signed” status. This would allow automations to trigger once one of the signers has completed their signature, but the document is not fully signed yet.
Additionally, it would be very useful to have a dashboard view that shows documents waiting for a user’s signature, so team members can easily see which documents still require their action.
Thank you!
I
Ian Molendyk
Need this. If there's a secondary signer, it creates manual work to assign fields to a secondary signer after a document is generated from a template. Not feasible at scale.
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Brian Del Terzo
Great request, and a similar discussion can be found here to also upvote to production: https://ideas.gohighlevel.com/documents-contracts/p/add-a-primary-and-secondary-contact-within-a-contract-document-template-and-work
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Si Wilkinson
Agreed! Is this still not possible?
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Rajkumar Venkatramani
Yes. This is needed. I am not able to set signing order in a template. I can do this for individual documents. Can we have the ability to set signing order in a template please
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Matt Mencer
I also very much so need this. I am the final signer for contracts, but because I get the email when the contract is initially sent and not when it is signed by the client, it is completely up to my sales team to let me know that I'm the one holding up a deal. They are commissioned so it works, but I'd rather be proactive than reactive.
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Rajkumar Venkatramani
Matt Mencer This
M
Mikee Lizano
Allow "Signing Order" ON/OFF in Workflow. Right now, I don't see any way of doing this yet.
Workaround: Workflow will only create a draft of the document and needs to manually toggle that settings ON, then send the document. All signers are already assigned properly.
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Was supposed to send an idea, so I'll add this as a comment instead hoping to bump this request up.
A few moments ago, I just got my document sent to all signers (it was sent via workflow). Good thing I was able to give a contact a headsup to holdoff until the other signer is not yet completed! Phew.
S
Sales & Marketing
Merged in a post:
Preset Signing Order
J
Jakin Harper
In documents, if there is a preset "to be signed by" section, allow a preset order option for "First to sign" or "Last to sign".
S
Sales & Marketing
Merged in a post:
Set order of signing a contract in the template
N
Nisha Sridhar
Allow user to set the order of signing as business and user in the template. This way, when we use send contract or document in workflow, it follows the same order. Right now, when I use the send contract in my workflow, customer gets the contract without my custom details in there, so it is incomplete.
S
Sales & Marketing
Merged in a post:
Set Signing Order in Workflow for Contracts
E
Eric Howell
the Assigned user should be able to receive the contract and review it for correction prior to it being delivered to End signer.
If error is found User should be able to cancel and/or correct contract.
Ability to add multiple signers in a workflow with signing order.
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