In many professional workflows, it’s important that signers complete documents in a specific order — ensuring compliance, structure, and accuracy. With WeSign Doc’s Follow-Up Envelope feature, you can now manage document signing sequences seamlessly and securely.
Unlike traditional eSignature systems, WeSign Doc allows you to restrict access so a signer cannot view or sign the next document until they have signed the previous one. This feature is especially useful in cases like employee onboarding, where multiple agreements must be signed step-by-step.
What is the Follow-Up Envelope Feature?
The Follow-Up Envelope feature helps maintain a strict signing sequence by linking multiple envelopes together. Each new document becomes available only after the signer completes the prior one.
For example, if an employee must first sign their Offer Letter before accessing their NDA, the Follow-Up Envelope ensures this exact flow — enhancing security and maintaining signing discipline.
How to Use the Follow-Up Envelope Feature
Step 1: Send the Initial Document
Begin by sending the first document to your signer as usual. This becomes the base document in the signing flow.
Step 2: Send the Follow-Up Document
There are two ways to send a follow-up document:
1. From the Envelope Listing Page
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Go to your Envelope List.
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Click on the three dots (⋮) menu beside the initial document.
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Choose the Follow-Up Envelope option and continue the regular document-sending process.
2. From the Add Documents Page
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After the initial envelope is sent, open the Add Document page.
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Upload the next document you wish to send.
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Click on “Send as a Follow-Up Envelope.”
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A pop-up modal will open — select the previously sent initial envelope.
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Continue with the standard document sending flow.
Once done, the signer will receive the next document only after completing the first one.
Why Use Follow-Up Envelope?
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✅ Controlled Signing Order: Prevents signers from skipping steps or accessing future documents.
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✅ Enhanced Security: Keeps sensitive information hidden until the right stage.
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✅ Workflow Compliance: Ideal for structured signing like HR, legal, or vendor processes.
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✅ Smooth Automation: Links documents seamlessly without manual tracking.
Conclusion
The Follow-Up Envelope feature by WeSign Doc provides complete control over signing order, ensuring that every document is signed in the right sequence. Whether you’re handling employee onboarding, contract approvals, or multi-stage agreements, this feature guarantees accuracy and discipline in every signing workflow.
👉 Explore the feature now on WeSign Doc and make your signing process smarter and more secure.
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