Tomorro's native signature allows you to sign documents directly in Tomorro, and to define the order in which signatories (internal and external) must sign.
This option only applies to Tomorro's electronic signature, it does not work with the DocuSign integration.
Define a signature order
From a contract type
Only administrators can define a signature order from the template.
✅ Best practices
Prepare the template first: the internal signatories offered in the contract type's Signature order are those added to the template's signature zones, via Manage signatories.
A signatory who does not use Tomorro yet can be created as a member without being invited: uncheck Send invitation email. They can then be selected as a signatory.
Invite them before sending for signature: as long as their account is not activated, they do not receive Tomorro emails (recommendation).
📌 To add signatories to the template, see Configure signature fields in a contract template. To create a member without inviting them, see Manage the members of my organization.
Set up
Open the relevant contract type.
Go to the Automations tab, Signature section.
In the Signature order block, turn on the switch if you want to change the signature order between the internal party and the counterparty.
If you have multiple internal signatories, choose the signature order among them: "At the same time" or "One after another".
If you use multiple template languages, the flags will indicate which templates this order applies to.
From a contract
When creating a contract from a contract type, it inherits the associated signature order.
Setting the order in the contract type is not retroactive: it only applies to contracts created after it was set up. Contracts created before keep their original configuration.
Before each signature request, check the order from the contract: Send > Prepare signature, under Signatories.
But you can, from the contract, modify this signature order or add one.
This will only affect that contract.
Set up
Go to your current contract.
Click Send.
Select Prepare signature.
Modify the signature order in the right-hand panel under Signatories.
Signature tracking
When sending for signature, if a signature order has been set from the template and you are using Tomorro's electronic signature to sign this document, it will appear as follows:
And once the signature process has started, the signature tracking (as below) indicates the order of signatories:
the counterparty signatory's signature will only be requested after the internal signatories have signed (one after the other).
