When sending a form for E-Signature using DocuSign, you can control the order in which recipients receive the form. This is done using the Order column in the E-Signature pop-up.
This article is for all users preparing forms for signature.
💡 Tip: For details on preparing forms, see How to Send a Form for E-Signature in the Quik! App.
Step-by-Step Instructions
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Launch the form you want to send.
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Click Sign to open the pop-up window.
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On the Prepare to Sign screen, locate the Order column.
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Set the delivery order using numbers:
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Enter lower numbers (like 1) for recipients who should receive the form first.
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Use higher numbers for recipients who should receive the form later.
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You can assign the same number to multiple recipients to send the form to them at the same time.
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📝 Helpful Tips & Extras
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Flexible numbering: You can use any numbers in any order. DocuSign uses the numeric sequence to determine delivery, not the position in the list.
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Simultaneous delivery: Recipients with the same order number will receive the form at the same time.
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Duplicate emails allowed with unique names:
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The same email can appear multiple times if each role has a different name.
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Identical names and emails are not allowed for multiple roles.
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How DocuSign handles same emails:
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If the same email appears in multiple roles with different order values, separate emails will be sent for each role.
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If the same email appears in multiple roles with the same order value, one email will request signatures for all assigned roles.
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