Parallel and Counter signatures
When you send a document out for signature, you may need more than one person to sign it.
OP.Sign supports sending the document out to multiple recipients (from 2 and up without limitation, but we recommend keeping the signers list to the minimum).
When a document is sent out to more than one signer, there are two possible signature paths:
Parallel - you designate multiple signers and they all receive the document at the same time.
Counter (Sequenced) - you care about the order of signers. For example, you want your customer to sign first and your manager to sign last (also known as countersign).
Both of these options are widely used by our monday.com customers, with the Sequenced flow being the most popular
A few notes on multiple signature implementation
The document is considered Signed only when all designated signers have performed the signature process
Multiple signatures require the signers to be listed in one Text type field.
(unlike single signers who can be listed on a Text, Email and People type fields)
You can choose between a parallel or a serial (counter) signature flow, but you can't combine the two in a single flow
The syntax for the separator between the parallel signers is a comma ,
The syntax for the separator between the sequenced signers is a forward arrow >
Let's see how it's done
1. Create a new line in your board
Give it a name you'll remember like "Sequenced Signature Test"
I'll be using my Real Estate Properties demo in this tutorial
Notice the following points regarding the board and the new line item
1.1 The email field connected to the integration is a Text type field. I named it "Multiple Signers (Text)" so it is clear (note, like everywhere else in Monday.com you can set the field name to your preference)
1.2 The value of the "Multiple Signers (Text)" field in the new line contains two email addresses separated by the > character
This is the format required for counter signatures
Add two email addresses separated by the > char in your email field.
* Side note - notice the third item from the top, it has two signers separated by a comma.This is the format required for parallel signatures
2. Send the document out for signature
Complete the required data (as described in detail in the Getting started tutorial)
and send the document out for signature...
The value in the "Signed contract" field in our board changed to "Sequenced signature flow started"
From the document owner perspective - you're done!
Let's see how the signers get the document
3. Signer 1 - signing the document
As detailed in the Test your integration page,
Open the mailbox of the first email address you specified (in my example it is email@example.com) and locate the incoming message from "OP.Sign App",
click on the "Review and sign" button, enter your name and click Next
The document will open and Signer 1 will be able to sign.
* to make sure only Signer 1 was asked to sign the document at this stage, go to the second email you specified and notice that no message has been received from OP.Sign
Now go ahead and sign as Signer 1
4. Signer 2 - signing the document
4.1 Before we go to Signer 2, let's look at the board for a minute.
We can see that the value in the "Signed contract" field in our board changed to "Document partially signed (1 of 2)" which is a great indication
4.2 Let's go ahead and sign on behalf of Signer 2
5. Back to the board
We can see that the status now changed to "Success" and that the value in the "Signed contract" field in our board is now "Signed document" and the link points to the signed document, like always
6. Start working
Now you can apply Parallel and Sequenced signature flows to your OP.Sign documents within your monday.com boards.
good luck and happy signing!
For any issues or questions, please send us a note to firstname.lastname@example.org with the words "Using OP.Sign with monday.com" in the title and describe the issue you encountered.
We're here to help!