--- title: Setting Signing Order description:   --- [Skip to content](https://help.gosolo.io/setting-signing-order#main-content) [![Solo Black-1](https://help.gosolo.io/hubfs/Solo%20Black-1.svg)](https://help.gosolo.io/?hsLang=en) - [Solo Help Center](https://help.gosolo.io/) Open main navigation Close main navigation - [Solo Help Center](https://help.gosolo.io/) - [Go to Solo](https://phx.gosolo.io/) [Go to Solo](https://phx.gosolo.io/) How can we help? - There are no suggestions because the search field is empty. 1. [Solo Help Center](https://help.gosolo.io/?hsLang=en) 2. [SoloSign](https://help.gosolo.io/solosign?hsLang=en) 3. [SoloSign Self Service](https://help.gosolo.io/solosign?hsLang=en#solosign-self-service) October 9, 2025 # Setting Signing Order To learn more about available signing order names and roles, use this article [HERE](https://help.gosolo.io/signing-order-names-and-roles?hsLang=en). 1. Open the edit page for the new or existing template for which you would like to set the signing order. 2. Scroll down to the “Add Recipients” section.![Screenshot 2025-02-06 at 1-10-19 PM-png](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-10-19%E2%80%AFPM-png.png?width=670&height=389&name=Screenshot%202025-02-06%20at%201-10-19%E2%80%AFPM-png.png) 3. Using the “Add Recipients” button, set up the three standard recipients with the following roles. These must be spelled exactly like below: 1. Sales Rep 2. Homeowner 3. Cosigner ![Screenshot 2025-02-06 at 1-11-17 PM-png](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-11-17%E2%80%AFPM-png.png?width=670&height=610&name=Screenshot%202025-02-06%20at%201-11-17%E2%80%AFPM-png.png)Note: **Do not** add names or emails for these recipients, that information will autofill for each customer when documents are requested from Solo. 4. Check the “Set Signing Order” checkbox at the top.![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-17-47%E2%80%AFPM-png.png?width=670&height=324&name=Screenshot%202025-02-06%20at%201-17-47%E2%80%AFPM-png.png) 5. 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: 1. **Sales Rep** with the order of **5** 2. **Homeowner** with the order of **10** 3. **Cosigner** with the order of **10 ![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-15-09%E2%80%AFPM-png.png?width=297&height=452&name=Screenshot%202025-02-06%20at%201-15-09%E2%80%AFPM-png.png)**If needed, there are some additional, optional signers that you can add. 6. 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**. 1. Do NOT add an email or name to this signing order, as they will be automatically filled when documents are requested. ![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-19-22%E2%80%AFPM-png.png?width=670&height=214&name=Screenshot%202025-02-06%20at%201-19-22%E2%80%AFPM-png.png) 7. To add a user who will need to sign off on all document requests, add a **Counter Signer** with a signing order of **15**. 1. Because this will be the same user every time, make sure to fill in the name and email: ![Screenshot 2025-02-06 at 1-19-33 PM-png](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-19-33%E2%80%AFPM-png.png?width=670&height=200&name=Screenshot%202025-02-06%20at%201-19-33%E2%80%AFPM-png.png) 8. To add a user who should receive a copy but does not need to sign, add an **Admin** with a signing order of **20**. 1. Change the recipient setting from “Needs to Sign” to "**Receives a Copy**” 2. Because this will be the same user every time, make sure to fill in the name and email:![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-20-18%E2%80%AFPM-png.png?width=670&height=206&name=Screenshot%202025-02-06%20at%201-20-18%E2%80%AFPM-png.png) 9. 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. ![](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-02-06%20at%201-20-57%E2%80%AFPM-png.png?width=670&height=397&name=Screenshot%202025-02-06%20at%201-20-57%E2%80%AFPM-png.png)   - [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en) - [Users & Permissions](https://help.gosolo.io/users-permissions?hsLang=en#main-content) - [Your Account](https://help.gosolo.io/users-permissions?hsLang=en#your-account) - [Managing Users](https://help.gosolo.io/users-permissions?hsLang=en#managing-users) - [User Permissions](https://help.gosolo.io/users-permissions?hsLang=en#user-permissions) - [Customer Management](https://help.gosolo.io/customer-management?hsLang=en) - [Solo Studio](https://help.gosolo.io/solo-studio?hsLang=en#main-content) - [DirectDesign](https://help.gosolo.io/solo-studio?hsLang=en#directdesign) - 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