Setting up a Signing Group

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Note: To create a Signing Group, you must have the "Manage Users & Roles" permission.

Navigate to the Settings section of the application, then click on "Signing Groups".

Click "Create Signing Group"

Enter a name for the group, optionally add a description, and select the group members. Then click Create.

Members can belong to more than one Signing Group.

Sending to a Signing Group

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Note: You do not need the "Manage Users & Roles" permission to send a document to a Signing Group.

Through the Request Signature wizard

In the signature request flow, toggle on "Signing Groups".

Select a group from the dropdown.

Through a workflow

Toggle on "Signing Groups" in the workflow setup.

Choose a group from the dropdown list.

Through the API

To send a signature request to a Signing Group via the API, click here for more details.