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The four batching workflows

When sending documents in a batch, two settings control how signers receive and complete documents:

  • Sequential signing -- recipients must sign in a defined order within a document.
  • Enforce document ordering -- documents in a batch must be completed one-by-one in order.

Batch UI overview

Sequential Signing can be changed at the team level and customised for each send. Enforce Ordering is off by default but can be switched on when sending a new batch.

Combining these two controls produces four possible workflows that determine how recipients access documents and when they receive notification emails.

Batching workflows matrix

Enforce Ordering ON + Sequential Signing ON​

Creating a batch with Enforce Ordering and Sequential Signing enabled

Both document order and signer order are enforced. This is the most controlled workflow, useful when documents must follow a strict approval sequence -- but it is also the slowest.

Example workflow:

  1. Signer A receives email for Document 1.
  2. After signing, Signer B receives email for Document 1.
  3. Once Document 1 is fully complete, Document 2 unlocks.
  4. Signer A receives email for Document 2.
  5. After signing, Signer B receives email for Document 2.

Enforce Ordering ON + Sequential Signing OFF​

Document order is enforced but all signers on a given document receive their notification at the same time. The next document only unlocks once the current one is fully complete.

Example workflow:

  1. Signer A and Signer B both receive email for Document 1.
  2. Both sign in any order.
  3. Once Document 1 is fully complete, Document 2 unlocks.
  4. Signer A and Signer B both receive email for Document 2.

Enforce Ordering OFF + Sequential Signing ON​

All documents are available immediately, but within each document signers must complete in order.

Example workflow:

  1. Signer A receives emails for Document 1 and Document 2 at the same time.
  2. Signer A signs Document 1, then Signer B receives email for Document 1.
  3. Signer A signs Document 2, then Signer B receives email for Document 2.

Enforce Ordering OFF + Sequential Signing OFF​

All documents are available immediately and all signers receive their notifications at the same time. This is the fastest workflow.

Example workflow:

  1. Signer A and Signer B both receive emails for Document 1 and Document 2.
  2. Everyone signs in any order across all documents.

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