Routing
Route it the waythe deal actually closes.
Assign a role to every recipient, choose the order they sign in, and change either one without resending the whole document.
Sequential and parallel routing are on every plan.
Signing order
Sequential- Dana ReyesCompleted
- Michael OseiWaiting
- Priya NairNot yet
- accounts@acme.comNotified
Roles
Not everyone in the room
needs to sign.
Give each recipient the role that matches what they actually do: sign, approve, get a copy, or sign in person on your device. Only signing roles hold up completion.
- Sign, approve, copy (CC) and in-person roles on the same document
- CC recipients are notified and never block the document from completing
- Approvers can hold up a document without needing to sign it themselves
Place fields
Order
Everyone at once,
or one after another.
Choose parallel routing when order does not matter, or sequential when it does, so the counter-signature only goes out once the customer has signed. Drag to reorder before you send.
- Parallel and sequential workflow types on the same document
- Routing order set by dragging recipients into place
- Add a batch of recipients at once instead of one at a time
Audit trail
Sealed- Signature added
- Payment succeeded
- Disclosure accepted
- Document opened
- Sent for signature
SHA-2564f2a…c81d
While it is out
Nudge, resend or reroute
without starting over.
Once a document is sent, the audit trail shows exactly where each recipient stands. Resend to one person, copy their signing link, or let them hand their turn to a colleague.
- Per-recipient resend and signing-link copy from the audit trail
- A recipient can reassign their turn without you resending the document
- Statuses track each recipient: waiting, sent, viewed, completed, declined, expired
Templates
- Master services agreement
- Residential lease
- Contractor agreement
Import from the shared catalogue
Standard forms your organisation publishes centrally
Questions
Questions about routing
The things people ask before they send to more than one recipient.
What is the difference between sequential and parallel routing?
Parallel sends the document to every signer at once. Sequential sends it in order, so the next recipient only gets it once the one before them has signed.
Can a recipient pass their turn to someone else?
Yes. A recipient can reassign their signing turn to a colleague from the signing page itself, without you having to resend the document.
Do CC recipients slow down completion?
No. Copy (CC) recipients are notified when the document is sent and when it completes, but they never gate the routing the way a signer or approver does.
What if I send to the wrong order?
Reorder recipients by dragging them into the sequence you want before sending. Once sent, you can still resend or reassign an individual recipient.
Can I add a lot of recipients at once?
Yes, bulk recipient add lets you bring in a group in one step instead of adding each person individually.