Are you looking to simplify your document signing process in eformsign?
One effective way to do this is by creating a signing group.
By creating a signing group consisting of multiple members, you can send a document to all the members in that signing group and have any one member of the group sign your documents.
By doing so, you don’t have to add members individually to a signer recipient step one by one, which enhancing productity.
In this blog, we will walk you through the steps of setting up a signing group in eformsign and how to add a signing group to a document.
Let’s get started!
Step 1: Create a signing group
- Navigate to the Manage company > Manage groups menu in the sidebar.
2. Click on the Create a group button and enter the group name and description, as well as adding the members who will be part of this signing group.
3. Once the group details are filled, click Save to create the signing group.
*Note that signing groups can be created only by your company administrator and company managers.
*Note that only company members can be added to a signing group.
Step 2: Add a signing group to the workflow of a template
- Navigate to Manage templates and select the desired template. Then, click Add new signer and add a new signer recipient.
2. In the Design form step, add a signer recipient for the signing group and then add all the fields for the signer recipient.
3. Navigate to Configure > Workflow and choose Group or member in the Recipient drop-down box.
4. Assign the signing group you want for that signer recipient.
5. Save and deploy the template.
Now, when you send a document created from this template, it will be sent to all the members of the signing group assigned to the signer recipient.
Step 3: Create and send a document to a signing group
- Navigate to New from template and select the template containing a signing group in the workflow.
- Fill in the document and send it to the signing group.
*Note that when sending a document to a signing group, all members of that group can sign and review the document.
*Note that if any one of the members of the signing group signs and sends the document, the document is sent to the next time.