{"id":13379,"date":"2024-04-02T15:00:22","date_gmt":"2024-04-02T06:00:22","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=13379"},"modified":"2024-05-03T17:44:43","modified_gmt":"2024-05-03T08:44:43","slug":"how-to-create-a-signing-group-in-eformsign","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/how-to-create-a-signing-group-in-eformsign\/","title":{"rendered":"How to Create a Signing Group in eformsign"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

Are you looking to simplify your document signing process in eformsign? Sometimes, sending a document to multiple recipients for signature can be cumbersome. Traditionally, you’d have to add each recipient individually to the signer step, which is time-consuming.<\/p>\n\n\n\n

Enhance your workflow with signing groups<\/strong><\/p>\n\n\n\n

With eformsign, you can streamline your document signing process by creating signing groups. Here’s how it works:<\/p>\n\n\n\n

  1. Create a signing group<\/strong>: Begin by creating a signing group consisting of multiple members. This eliminates the need to add members individually to your signing workflow.<\/li>
  2. Add the signing group to the signing workflow<\/strong>: When sending a document for a signature, simply add the signing group in a signer step of the signing workflow. This allows you to send the document to all group members simultaneously.<\/li>
  3. Efficient document handling<\/strong>: Once the document reaches the signing group, any member can fill and sign the document, advancing it to the next step in the signing workflow.<\/li><\/ol>\n\n\n\n

    By leveraging signing groups, you streamline your document process and boost productivity. Let’s walk through the steps of setting up and utilizing signing groups in eformsign.<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Step 1: Create a signing group<\/h2>\n\n\n\n
    1. Navigate to the Manage company<\/strong> > Manage groups<\/strong> menu in the sidebar.<\/li>
    2. Click on the Create a group<\/strong> button and enter the group name and description, as well as adding the members who will be part of this signing group.<\/li>
    3. Once the group details are filled, click Save <\/strong>to create the signing group.<\/li><\/ol>\n\n\n\n

      *Note that signing groups can be created only by your company administrator and company managers.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      *Note that only company members can be added to a signing group.<\/p>\n\n\n\n

      <\/p>\n\n\n\n

      Step 2: Add a signing group to the workflow of a template<\/h2>\n\n\n\n
      1. Navigate to Manage templates<\/strong> and select the desired template. Then, click Add new signer<\/strong> and add a new signer.<\/li>
      2. Click the drop-down menu under Add new signer<\/strong> and select the signer you just added.<\/li>
      3. Add fields for the signer.<\/li>
      4. Navigate to Configure<\/strong> > Workflow<\/strong> and click the workflow step you want to add the signing group to.<\/li>
      5. Choose Group or member<\/strong> in the Recipient<\/strong> drop-down box.<\/li>
      6. Assign the signing group you want for that signer recipient.<\/li>
      7. 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.<\/li><\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        <\/p>\n\n\n\n

        Step 3: Create and send a document to a signing group<\/h2>\n\n\n\n
        1. Navigate to New from template<\/strong> and select the template containing a signing group in the workflow.<\/li>
        2. Fill in the document and send it to the signing group.<\/li><\/ol>\n\n\n\n

          <\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          *Note that when sending a document to a signing group, all members of that group can sign and review the document.<\/p>\n\n\n\n

          *Note that if any one of the members of the signing group signs and sends the document, the document is sent to the next step.<\/p>\n","protected":false},"excerpt":{"rendered":"

          Are you looking to simplify your document signing process in eformsign? Sometimes, sending a document to multiple recipients for signature can be cumbersome. Traditionally, you’d have to add each recipient individually to the signer step, which is time-consuming. Enhance your workflow with signing groups With eformsign, you can streamline your document signing process by creating […]<\/p>\n","protected":false},"author":5,"featured_media":13391,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[129],"tags":[],"_links":{"self":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13379"}],"collection":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/comments?post=13379"}],"version-history":[{"count":29,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13379\/revisions"}],"predecessor-version":[{"id":13497,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/13379\/revisions\/13497"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/13391"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=13379"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=13379"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=13379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}