Edit the signing order after sending a document

Reorder recipients or add new signers to a sent document without restarting the entire signing process.

June 1, 2026

Table of contents

• Reorder recipients on a Send-out
• Add a new recipient to the flow
• Enable signing on a non-signable document

You can change the signing order or add new recipients even after a document has been sent. This allows you to fix mistakes or adjust the workflow without needing to cancel and recreate the document.

Note: Only signers and viewers can be added or reordered after sending. If you need to add an Approver, you must create a new document version, which will restart the signing process.

Reorder recipients on a Send-out

If you need to change who signs first, you can adjust the sequence directly from the Recipients tab.

1. Open the Send-out you wish to modify.
2. Go to the Recipients tab on the right side.
3. Click Edit signing order.
4. Drag and drop names to change their position, or manually type the order number next to their name.
5. Click Save to apply the new order immediately.

Add a new recipient to the flow

You can insert a new person into the signing chain at any point, beginning, middle, or end.

1. Go to the Recipients tab (sometimes labeled as the Engagement tab depending on your view).
2. Click Add recipient and enter their details.
3. Use the dropdown menu to select their placement in the signing order.
4. Click Save.

Enable signing on a non-signable document

If you sent a document for view only but now need a signature, you can convert it and set the order simultaneously.

1. Open the document and click Enable signing.
2. Change the recipient's role from Viewer to Signer.
3. Toggle on Use prearranged signing order.
4. Click Edit signing order to arrange the recipients.
5. Click Save to activate the signing request.