How to set a signing order for Adobe Sign

An electronic signature is data associated with electronic information that can be used to identify and verify the integrity of the signer or signature creator. Electronic information is usually electronic documents. From a technical point of view, the electronic signature fulfills the same purpose as a handwritten signature on paper documents.

To avoid all signer recipients receiving the e-mail at the same time, it is possible to change the signing order. Follow the step-by-step tutorial to do so.

Step 1: Open a Word document and navigate in the menu bar to www.mscrm-addons.com and click on Insert MailMerge Fields.

Step 2: The DocumentsCorePack TemplateDesigner opens. Press the [Advanced Template Settings] button.

Step 3: The Template Settings window pops up. Navigate to the group ❶ Electronic Signature, find the option ❷ Set sign order and select ❸ Order Entered. Then the e-mails will be sent to the next person after signing.

Please note: The group Electronic Signature is only visible when Adobe Sign, DocuSign or AssureSign is installed.

Step 3: Save the template. Then start the signing process and send it to Adobe.

That´s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!