# Configure agreement onboarding order

> PositiveForm guide · Agreements and waivers · AGR-002
> Canonical page: https://positiveform.com/guides/agreements/agreement-onboarding-order/
> This Markdown: https://positiveform.com/guides/agreements/agreement-onboarding-order.md

**Summary:** Choose which published agreements are required and their signing order. The onboarding packet order saves and is reflected in member signing status.  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `members.change`  
**Where in PositiveForm:** `/settings/agreements`  
**Status:** Verified on 2026-07-29 against PositiveForm build `2ac7ef8`.

## Who this is for

This guide is for an **owner**, **manager**, or **staff** member with the
`members.change` permission, deciding what a new family signs and in what order.

Most studios ask for more than one document. Rather than sending them one at a
time, you set a **signing sequence** once: the packet a new family works through
from start to finish.

## Before you begin

- Publish the agreements first. The sequence is built from published templates,
  and the page says **Create an agreement first.** until at least one exists; see
  [Manage agreement templates](https://positiveform.com/guides/agreements/manage-agreement-templates/).
- Decide the order deliberately. It is the order families meet the documents in,
  so put the one that explains the others first.

## Steps

1. Click **Settings** in the left navigation, then **Member agreements**. The
   page opens with **Send agreements**, **Stored agreements**, and **Agreement
   templates** across the top.
2. Find **Signing sequence**. Until you publish it, it is marked **Draft**.
3. Add the published agreements a new family should sign, and arrange them in the
   order you want them met.
4. Click **Preview flow** to walk through it the way a family will. Do this
   before publishing: the order reads differently from the family's side than it
   does from a list.
5. Publish the sequence when it is right.

## Expected outcome

The sequence saves and, once published, becomes the packet offered wherever
signatures are requested. Choosing to send the packet on a household sends these
documents, in this order; see
[Manage member agreement completion](https://positiveform.com/guides/households/manage-member-agreements/).

A member's signing status then reflects the whole packet rather than one
document, so a family who has signed two of three reads as outstanding, which is
the honest state.

While the sequence is still a **Draft**, it is not offered for sending. That is
what stops a half-built packet reaching a family.

## Screenshots

![Member agreements, with the Signing sequence marked Draft and Create an agreement first.](https://positiveform.com/guides/media/AGR-002/20260729T033500Z/001-agreement-onboarding.webp)

## Recovery

If the page says **Create an agreement first.**, there are no published
agreements to sequence; see [Manage agreement templates](https://positiveform.com/guides/agreements/manage-agreement-templates/).

If sending a packet reports **Configure the signing sequence first.**, the
sequence exists but is not published. Publish it.

If a family is signing documents in an order that confuses them, use **Preview
flow** to see what they see, then reorder. Changing the sequence does not
invalidate signatures already collected.

If saving fails, PositiveForm shows the reason and the sequence is unchanged.

## Related guides

- [Manage agreement templates](https://positiveform.com/guides/agreements/manage-agreement-templates/) — publish the agreements this
  sequence is assembled from.
- [Manage member agreement completion](https://positiveform.com/guides/households/manage-member-agreements/) — send the published
  packet to a family.

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Source: PositiveForm customer guides, https://positiveform.com/guides/. 
Every guide as one file for AI assistants: https://positiveform.com/llms-full.txt. 
Guide index: https://positiveform.com/llms.txt.