# Creating a signing order
When you create a signing order, all recipients will receive a notification by email or SMS with a link to the documents, and they will be able to sign using an electronic identity provider. If you need help to understand the terms used in this page, or the full set of available features, refer to About signing orders.
# Step 1: Get started
Go to the main page of the portal and click New signing order.
# Step 2: Add files
On the first screen, you can add documents and attachments to the signing order.
- Click Browse files and browse to the file you want to add, or drag it from the file explorer and drop it anywhere on the screen.
- Under Type, indicate if you want to add the new file as a document or as an attachment.
- If you want to, you can edit the file name on the Name field to make it easier for recipients to identify the file.
- Repeat the process for every file you want to add.
- If you want to make the signing order visible only for you and the recipients, enable the Make private option. Otherwise, your colleagues who have access to the portal will be able to see and edit the signing order from the main page.
- If you want to make the signing order visible to only specific user groups, select them in the Restrict to groups field. If you enable the Make private option, you won't be able to use this field. To find out how to create user groups, see the User management page.
- When all the files are added, click Next.
When you upload a file, the portal will check its formatting. If there is something wrong with it, the portal can repair it automatically. Once the file has been repaired, we recommend downloading it to review that everything looks as it should. For further information, refer to File validation and repair.
# Step 3: Add recipients
On this screen, you have to enter information about recipients of the files you just added.
- Fill in the fields on the screen with the relevant information about one of your recipients (see the detailed description of each field below). Alternatively, you can use the Search contacts field to select an existing contact and add it as a recipient.
- Turn the available recipient options on or off depending on what you need (see the detailed description of each option below).
- On the right half of the screen, you can select what you want the recipient to do with each file. The default option for documents is Sign, and the default option for attachments is View. Hide means that the file must not to be shown to this recipient. On some plans, you must have at least one file that is signed by all recipients, otherwise the portal will show a warning.
- Click Done.
- If you want to add more recipients, click Add recipient.
- If you want to make recipients sign one after the other, enable the Set order of recipients option. When this option is enabled, you can drag and drop the recipients' names on the page to reorganise them.
- When you have added all the recipients, click Next step.
You can also add yourself as a recipient by selecting Add myself. Doing so will fill in the fields with your personal information (taken from your profile page).
# Recipient information fields
- First name: first name of the recipient.
- Last name: last name of the recipient.
- Email: email address of the recipient.
- Mobile number: the recipient’s mobile phone number, with the country code in the +00 format. For example, +47 for Norway.
- Company: The company where the recipient works.
- Role: The recipient's role in their company.
- Language: the language that you want the recipient to receive emails and SMSs in. This will also be the language of the interface when they access the portal to sign the documents.
- Signing methods: select which methods you want to make available to the recipient for signing.
# Recipient options
- Email notifications: enable this option to send the recipient email notifications about this signing order.
- SMS notifications: enable this option to send the recipient SMS notifications about this signing order.
- Combine with handwritten: enable this option if you want the user to provide their handwritten signature (in addition to signing with one of the signing methods you have selected).
- Require authentication: enable this option to send the recipient an SMS to authenticate them with SMS OTP. The recipient has to enter the code received by SMS in order to access the files in the signing order.
- Required signer: enable this option if this particular recipient must sign the documents. Note that, in a signing order with required and optional signers, required signers will be asked to sign first. Later, once all required signers have signed, optional signers will be asked to sign as well.
- Share signed documents: enable this option to send the recipient a signed copy of the files once the signing order is complete.
# Step 4: Configure options and send
In this screen, you will configure general options for the signing order as a whole.
- Enter a title and description for the signing order. They will be shown to recipients when they receive notifications, so they should be informative.
- If you want to, set a deadline for the signing order.
- In the Reminders section, set how often you want to send reminders to recipients.
- In the Number of signers field, indicate the total number of recipients who must sign the signing order.
- Enable Allow forwarding if you want to let recipients send the signing order to somebody else. For example, if you are not sure if the recipient has the required rights to sign the document.
- Under Notify me when, select when you want to receive email notifications about this signing order.
- Click Send.
The signing order is now created, and notifications are sent to recipients. If you need to make changes to the signing order after sending it, you have to edit it from the main screen of the portal.