Using Signing Groups for flexible signing
Signing Groups allow you to request a signature from a predefined group of recipients. Any one member of the group can sign the document on behalf of the group.
Setting up a Signing Group
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
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.
Updated 25 days ago