When you're ready to send your document for signature, click 'Configure signers' to assign signature blocks in the Signers panel. Watch Concord's E-signature webinar here, or register for a live event.
Configure Signers from the Document Builder
After selecting the document to start with, you will be asked to add additional details. You can also select 'Skip for Now' and complete this information after upload in the Summary Sheets
+ Signers
- Configure your signers on import of the document.
- Select '+Signer' and enter the name, or email of the individual that will be required to sign
- If no known signer has been specified you can also select 'any internal guest', 'any external guest' or 'anyone'.
- Signatories can be edited at any time in the signer panel.
Configure Signatures from the Document
- To open the Signers panel, click 'Configure signers.'
- 'Configure signers' can be found:
- In the 'Signature' menu at the top of the document:
- In the 'Signature' section at the bottom of the document:
- And, on the Document Progress Card:
- In the 'Signature' menu at the top of the document:
Add signers
- Click '+ Signer'. You can configure a maximum of 20 signatures.
- Enter the email address of the person signing (or scroll and select an internal user from the list). If you're not sure who needs to sign yet, you may select:
- Any external guest - this selection will allow any guest to sign here.
- Any internal user - this selection will allow any invited internal user (with permission to sign) to sign here.
- Anyone signer- any party can sign the document
Note: Only the contract originator or invited internal users can add or assign signers with the ability to edit documents in their role.
Change or Remove Signers
- Signers that have not yet signed the document can be changed or removed at any time.
- Click the down arrow beside the signer name/email
- Click Change who signs here
- Enter the email address of the person signing (or scroll and select an internal user from the list). If you're not sure who needs to sign yet, you may select:
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- Any external guest - this selection will allow any guest to sign here.
- Any internal user - this selection will allow any invited internal user (with permission to sign) to sign here.
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- Click the down arrow beside the signer name/email
- Click Remove signer
Note: Removing a signer indicates the document requires 1 less signature. To add a new signer, click + Add signer.
Signing order
If you would like your parties to sign in a specific order, activate the Signing Order feature.
Activate Signing order
-
- Click Advanced settings
- Click the slider beside 'Signing order' (blue indicates it is activated)
- Numbers will appear beside each signer, demonstrating the signing order
Adjust the signing order
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- Click and hold on the number beside the signer (when selected, the number will change to the
icon) - Move your mouse to "drag" the signer to the desired space
- Release your mouse to "drop" the signer
- Repeat until all signers are in their desired space
- Click and hold on the number beside the signer (when selected, the number will change to the
Note: When Signing Order is enabled, 'Request signature' is disabled for the second and subsequent signers until the previous signer signs the document.