admin first signing orders for document signing

Modified on Tue, 30 Sep at 11:05 AM

TABLE OF CONTENTS

Admin-First Signing Orders
What Are Admin-First Signing Orders?
All Available Admin-First Orders
How to Set It Up
More About Setting Admin Permissions

Admin-First Signing Orders

We’ve heard from many programs—especially AmeriCorps clients—that sometimes staff need to sign documents first before they’re sent to reporters. Whether it’s entering start dates, site details, or slot types, some forms simply need to begin with your leadership team.

Now, you can choose from a full suite of Admin-First Signing Orders to match your process exactly—no more workarounds!

What Are Admin-First Signing Orders?

These flows begin with your Directors or Site Supervisors before a reporter is asked to sign. They’re perfect for documents like:

Member Service Agreements
Mid-Term & End-Term Evaluations
Any form where staff complete data or approvals first

All Available Admin-First Orders

Signing Order	Description
Site Supervisors → Reporters	Supervisor completes and signs first; then reporter completes and signs.
Site Supervisors → Reporters → Directors	Supervisor begins; reporter signs next; Director finalizes.
Site Supervisors → Directors → Reporters	Supervisor starts; Director signs next; reporter finishes.
Directors → Reporters	Director completes first; reporter follows.
Directors → Site Supervisors → Reporters	Director leads; supervisor signs second; reporter wraps up.
NEW: Directors → Reporters → Site Supervisors	Director begins with initial data and signature, reporter completes and signs next, and the supervisor finishes with final review and sign-off.
Directors Only	Director is the only signer—great for staff-only documents.

How to Set It Up

On the left in your Mission Control, click Reporters, Admins, & Sites.
On the right, click Manage reporter accounts.
On the right, in the More dropdown, choose Manage Fields and Profile Layout.
If you need to create a new field, on the right, click Create a Field. (More help here.)
Once created, click either Add Signing Fields and Assign Signers or Upload Your First Template (dependent on the field settings).
Log in to SignNow and then click Go to Step 1.
In Step 1, choose your preferred signing order.
Follow the steps to upload your document and add signing fields for each role.

That’s it! Once configured, your document will follow the exact order you’ve selected—keeping your process clean, accurate, and effortless.

More About Setting Admin Permissions

Need help deciding who can use which flow? Check out this article for permission setup and best practices.