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Setting Signing Order

To learn more about available signing order names and roles, use this article HERE.

  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
  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-pngNote: 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.
  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 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.
  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

  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:
  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.