[Business & Now Cloud] Iterations
By clicking on the button + Create iteration (see figure 1), the first iteration can be defined. An iteration here is a single step in a sequential signature process.
Figure 1: Create iteration
By entering the first contact, you decide whether the signature quality defined by the slider is an external or internal signature (see figure 2). Once the first signing person has been defined, only additional recipients of the same type (Internal/External) can be added in this iteration.
Figure 2: Internal and external iteration
If several people are entered in one iteration, they will receive the notification to sign at the same time. In practical terms, signing can be done in parallel. Only after these persons have signed will persons in any other existing iteration be invited.
If you have created several iterations, it may be necessary to make an additional adjustment to the sequence in which a given iteration should perform its signature step.
Figure 3: Iterations drag & drop
Click and hold the area with the six dots (see figure 3) in the iteration with the left mouse button. Now drag the iteration to the desired position.
If necessary, it is also possible to delete iterations. Please note, however, that the X for deletion is only available in the last respective iteration that has been created (see figure 4), which can thus be deleted directly. Other iterations must first be moved to the last position so that they can be deleted.
Figure 4: Deleting iterations