- Open the edit page for the new or existing template for which you would like to set the signing order.
- Scroll down to the “Add Recipients” section.
- Using the “Add Recipients” button, set up the three standard recipients with the following roles. These must be spelled exactly like below:
- Sales Rep
- Homeowner
- Cosigner
Note: Do not add names or emails for these recipients, that information will autofill for each customer when documents are requested from Solo.
- Check the “Set Signing Order” checkbox at the top.
- For each recipient, add the signing order value. Each recipient has a number that must be set exactly as below to follow the correct signing order. The name and number must match exactly:
- Sales Rep with the order of 5
- Homeowner with the order of 10
- Cosigner with the order of 10
If needed, there are some additional, optional signers that you can add.
- To add a signer for when the utility account holder is not the homeowner or the co-applicant, add a Utility Account Holder with a signing order of 11.
- Do NOT add an email or name to this signing order, as they will be automatically filled when documents are requested.
- Do NOT add an email or name to this signing order, as they will be automatically filled when documents are requested.
- To add a user who will need to sign off on all document requests, add a Counter Signer with a signing order of 15.
- Because this will be the same user every time, make sure to fill in the name and email:
- Because this will be the same user every time, make sure to fill in the name and email:
- To add a user who should receive a copy but does not need to sign, add an Admin with a signing order of 20.
- Change the recipient setting from “Needs to Sign” to "Receives a Copy”
- Because this will be the same user every time, make sure to fill in the name and email:
- Once your desired signing order is configured, either click “Save and Close” to complete the template, or “Next” to continue editing the rest of the template.