Overview
When a document is sent for signature, it goes to whichever party is set as the first signer in the document template. The other party then receives it for counter-signing once the first signer completes their part.
For example:
If Applicant is set as the first signer, the document goes to the applicant first, then to the employee/recruiter for counter-signing.
If Employee is set as the first signer, the document goes to the employee/recruiter first, then to the applicant for counter-signing.
Steps to Set the Signing Order
From the sidebar, click on Settings
Under Templates, click on Documents
Locate and select the document template you want to edit
You'll see the current signers listed in order. To change the order, click the "X" next to a signer to remove them, then re-add them in the order you want them to sign.
Add Applicant first if you want the applicant to sign, then the employee/recruiter to counter-sign
Add Employee first if you want the employee/recruiter to sign, then the applicant to counter-sign
Click Save
Now the document will route to the correct party first, based on the signing order you've set!
Have Questions or Need help?
Click the question mark in the top right corner of your Double Nickel dashboard to contact our team, or email [email protected] for assistance.