SignAndGo

How do I get a document approved before it goes out for signing?

Need someone to approve a document before it goes out for signing? Add them as a recipient and set their role to Approver. Choose Before signing, and your signers are only invited once it's approved.

Watch the video

Steps

  1. Need someone to approve a document before it goes out for signing?
  2. Add them as a recipient and set their role to Approver.
  3. Choose Before signing, and your signers are only invited once it's approved.
  4. Or choose After signing, and they give the final approval once everyone has signed.
  5. With an approver, everyone goes one at a time. Your approver goes first or last, and you drag to set the order of your signers.
  6. Send it, and each person hears from us when it's their turn.

Transcript

Need someone to approve a document before it goes out for signing?

Add them as a recipient and set their role to Approver.

Choose Before signing, and your signers are only invited once it's approved.

Or choose After signing, and they give the final approval once everyone has signed.

With an approver, everyone goes one at a time. Your approver goes first or last, and you drag to set the order of your signers.

Send it, and each person hears from us when it's their turn.