This guide provides general operational information for Canadian organizations. It is not legal advice, and it does not determine whether a specific document or process is legally appropriate.
Sequential: follow signer role order
On Define reusable signer roles, choose Sequential. The first signer acts first; the next invitation is issued after the prior signer completes their step.
Parallel: independent signatures
Choose Parallel when all signers can act without waiting for one another. Each person receives the fields assigned to their role.
Copy recipients and completion
A Receives a copy role does not sign or delay routing. Final copies are provided after all required signers and finalization finish. Follow recipient status under Agreements.
A practical next step
Test the workflow with a non-sensitive document and your own test recipient. Check the current Help centre for step-by-step instructions and screenshots before using it for a real agreement.