Signing Order and Signer Security in Vinesign
A letter, a retainer and a release do not need three separate sends. Vinesign can send several documents to several people in one envelope, in the signing order your firm needs, with identity checks for the documents that warrant them.
Every step is recorded on the matter until the last signature lands.
What your firm gets
- Several documents in one envelope
- Signers in sequence or at the same time, as the matter requires
- Email or text verification for sensitive documents
- A history of each signer’s steps on the matter
Why the setup matters
Signing order, envelopes and signer security each come with conditions: which templates can share an envelope, how verification codes reach a signer, what happens when a number cannot receive texts, and how the order shows up in Filevine. We set the rules once so your team does not discover them mid-send.
Let Micronetbd set it up
Micronetbd is a Filevine implementation partner. We configure Vinesign, templates and document generation around how your firm works, test them on real matters, and train your team.
Questions
Can the client sign before the attorney?
Yes. The signing order is set for each envelope, and the firm’s templates can carry a default order.
Is two-factor verification required?
It is optional. Firms usually require it for sensitive documents such as medical authorizations.
Can Micronetbd configure this for us?
Yes. We set up signing order, envelopes and signer security as part of a Vinesign setup.
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Independent content produced by Micronetbd from our own demo environment with fictional data. Filevine and Vinesign are trademarks of their respective owner(s).
