WEBVTT

1
00:00:00.140 --> 00:00:03.960
When a document needs more than one signature, signing order controls who

2
00:00:03.960 --> 00:00:04.710
acts first.

3
00:00:05.160 --> 00:00:09.040
We'll send a practice document to two people and follow both signatures to

4
00:00:09.040 --> 00:00:09.750
completion.

5
00:00:10.272 --> 00:00:12.832
Open Signatures and choose New request.

6
00:00:13.133 --> 00:00:16.293
Enter the title, a short message and the document text.

7
00:00:17.033 --> 00:00:20.623
Our example is Academy Demo, Orientation Sign-Off.

8
00:00:21.382 --> 00:00:25.192
Under Signer one, enter Demo Alex and the practice email address.

9
00:00:25.642 --> 00:00:26.972
Set the role to Volunteer.

10
00:00:27.542 --> 00:00:29.272
Keep Required signer selected.

11
00:00:29.868 --> 00:00:31.348
Choose Add signer.

12
00:00:32.443 --> 00:00:37.163
For Signer two, enter Demo Jordan and the second practice email address.

13
00:00:37.583 --> 00:00:40.753
Set the role to Supervisor and keep this signature required.

14
00:00:41.335 --> 00:00:43.795
Check the recipients from top to bottom.

15
00:00:43.795 --> 00:00:46.355
Alex is first and Jordan is second.

16
00:00:46.355 --> 00:00:48.895
Each person has a separate signature block.

17
00:00:48.920 --> 00:00:50.580
Select Require signing in order.

18
00:00:50.920 --> 00:00:54.100
Each signer is invited only after the previous person signs.

19
00:00:54.727 --> 00:00:57.327
Choose fourteen days for the expiration.

20
00:00:57.327 --> 00:01:01.237
Review the document and both recipients, then choose Create and send.

21
00:01:01.645 --> 00:01:05.064
On the request detail, confirm Sequential signing and the numbered

22
00:01:05.064 --> 00:01:06.385
recipients.

23
00:01:06.405 --> 00:01:07.445
Alex is Sent.

24
00:01:07.985 --> 00:01:09.465
Jordan is Pending.

25
00:01:09.985 --> 00:01:12.305
Only the first invitation is ready at this point.

26
00:01:12.780 --> 00:01:14.400
Switch to Alex's signing page.

27
00:01:14.820 --> 00:01:18.500
Check the signer identity and use Open document PDF to review the

28
00:01:18.500 --> 00:01:19.560
document.

29
00:01:19.607 --> 00:01:21.507
Complete the signature and printed name.

30
00:01:22.027 --> 00:01:24.297
The signing date is recorded automatically.

31
00:01:24.330 --> 00:01:27.850
Read the consent statement and choose Adopt and sign for this non-binding

32
00:01:27.850 --> 00:01:28.830
practice document.

33
00:01:29.650 --> 00:01:32.500
The confirmation shows that Alex's signature was recorded.

34
00:01:33.238 --> 00:01:34.678
Return to the request detail.

35
00:01:35.038 --> 00:01:38.903
Alex is now Signed, and Jordan is now Sent.

36
00:01:38.938 --> 00:01:42.388
The overall request remains In progress because the second required

37
00:01:42.388 --> 00:01:43.868
signature is still outstanding.

38
00:01:44.430 --> 00:01:46.190
Now switch to Jordan's signing page.

39
00:01:46.610 --> 00:01:49.010
Check Jordan's identity and review the document.

40
00:01:49.553 --> 00:01:53.073
Complete the signature and printed name, read the consent statement,

41
00:01:53.410 --> 00:01:54.970
and choose Adopt and sign.

42
00:01:56.090 --> 00:01:57.330
After the confirmation,

43
00:01:58.620 --> 00:02:00.260
return to the request detail.

44
00:02:00.260 --> 00:02:05.200
Both recipients are Signed, and the request is Completed.

45
00:02:05.953 --> 00:02:08.713
The audit trail records their progress in sequence.

46
00:02:09.287 --> 00:02:10.907
Download the signed PDF.

47
00:02:11.857 --> 00:02:16.037
Check both signature blocks, printed names and dates.

48
00:02:16.087 --> 00:02:18.517
Then review the Completion Certificate.

49
00:02:18.697 --> 00:02:22.337
Its timestamps show that Alex signed before Jordan's invitation and

50
00:02:22.337 --> 00:02:22.887
signature.

51
00:02:23.258 --> 00:02:27.538
You now have a complete two-person signing workflow: the right document,

52
00:02:27.628 --> 00:02:31.478
the right recipients, a defined order and a finished PDF.