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How to send a document for initialling?

The initialling feature allows you to send a document to individuals who must review and approve its content (provide an initial) before the final recipients sign it.

Step-by-step instructions

  1. Log in to your Autenti account.
  2. Start the process of sending a new document and upload a file from your hard drive or the cloud (Google Drive / OneDrive).
  3. In the Recipients side panel, click the Add recipient button.
  4. Enter the recipient's details (first name, last name, email address).
  5. Expand the recipient role list and select the Approver role.
  6. Add the remaining participants in the process (e.g., individuals in the Signer role).
  7. Set the recipient order by dragging them on the list using the handles on the left side.
  8. Once all settings are configured, click the Send button in the bottom right corner of the screen. 

Operating rules and signing order

When using the Initialler role, the system applies automatic rules:

  • Mandatory signing order: After adding at least one recipient with the Initialler role, the Signing order toggle is turned on automatically and locked (it cannot be turned off).
  • Approver can not be last: A person with the Initialler status cannot be at the very end of the recipient list. The entire workflow must conclude with the document being signed by at least one recipient in the Signer role.