Configuring multiple recipients and their signing order with DocuSign module

Arthur

I’ve installed the DocuSign module and am trying to have my ‘SendDocumentsForSigning’ step send a document to 2 recipients to sign one after the other.

How do I ensure that the recipients get the document in the right order?

ClaytonM_Decisions

You can specify multiple recipients and their order when configuring the ‘Recipient’ objects input for the ‘SendDocumentsForSigning’ step.

Enter the order number in which the recipient should be sent the document under ‘RoutingOrder’, beginning at 1.

Then in the ‘SendDocumentsForSigning’ step’s properties, under ‘Inputs’, check the ‘Respect Signing Order’ boolean value to true to ensure that the routing order is followed.

For more information on the DocuSign module, please see the below documentation page:

https://documentation.decisions.com/docs/docusign