SignNow: Setting Up Document Groups

Overview

• Create a Document Group
• Sending Invites
• Quick Invite for a Single Signer
• Cancel Document Invites or Make Corrections
• Bulk Invite

Document Groups

Document Groups are flexible. You can invite one signer to sign multiple documents, or send specific documents to different signers in the group. Document Groups allow you to work with multiple documents in one invitation. With Document Groups your signer will see a checklist of documents they need to complete. You can invite separate signers to complete documents in the group.

Create a Document Group

1. To create a document group, select + Create, Document, then Create Document Group.
   
2. The Add documents screen opens.
   
3. Select the Upload Documents button to add documents to the group from your local drive.  Select a document(s), then Open.
    
4. You can drag and drop documents or select the Add from Documents and Templates button to add documents from your documents and templates.  The Create a Document Group screen opens.
   
5. Once all documents have been added to the document group, click Add.
   Note: You may receive a screenshot indicating that you can drag and drop the selected documents to change their order.
    
   Select Got it! To return to the Add documents screen.
   Note: If you need to change the name of your document group, select the pencil next to the document group name.
   
6. Select Prepare Documents when you are ready to add fields to the documents.
7. The Add recipients that need to fill out and sign this document screen opens.
    
8. Add the recipients for each document and when finished, select Save and Continue.  It could look like this when you are finished.
   
9. You then transition to the Prepare area of document groups.  Prepare Documents by adding the fields needed to complete each form.

Sending Invites

10. When finished adding fields, select Continue.  The document group is saved and the Send Invite screen opens.
    
11. Confirm the recipient emails.
    Note: If you want to invite in Bulk, go to the Bulk Invite section below.
12. If the order of signing the documents differs from the document group setup, select the toggle "Recipients receive documents in order" ON and reorder the signers in the document group.  The screenshot below shows the order has now changed.  The invitation will go to the first two signers simultaneously, then to the third signer.
    
13. If you have changed the invitation order, select Send Invites to First Recipients.  The order of the invitations will be:
     
14. If you did not change the invitation order, select Send Invite.
15. After you send the document for signature, you will see that the document group icon differs from that of other documents.  It shows a manila folder holding the documents.
    
    Note: You can select Schedule Send from the drop-down next to Send Invite to automatically send the document group later.
     

Quick Invite for a Single Signer

1. From the Documents folder, select a document group with a single signer and click Quick Invite.
   
2. The Quick Invite for <<document group name>> opens.
    
3. Enter an email address in the To: field.
4. Update Subject and Message fields to provide clear instructions for the user to sign the document group.
5. Select Send Invite.

Cancel Document Invites or Make Corrections

Note: Once you send a document group for signature, as long as no one has signed yet, you can cancel all invites or Make Corrections.

1. Open SignNow to the Documents folder.
2. Click the Cancel Invites button.
    
3. The Cancel Document invites? pop-up box opens.
   
4. Select the Cancel All Invites button to cancel all invites.
5. Otherwise, select the Make Corrections hyperlink instead.
6. The Add documents to <<document group name>> screen opens.
    
   Note: There is a message at the top of the screen.
   
7. You can add more documents.  If you do not need to, select Continue.
8. On the next Prepare screen, you can change recipients and add or remove fields.
   
9. Click the Continue button at the top-right of the screen when you are ready to send the document for signature.
10.  You are now at the Send Invite screen where you can change the order of signers and customize the message for each signer.

Bulk Invite

Note: When bulk invites are sent, the sender will receive blind carbon copies (bcc:) of all documents sent.  The signers will only receive their document.

11. Also, on this screen you can select Invite in Bulk.
    Note: If there are multiple recipients in the document group, you only need to use Invite in Bulk once and upload the email addresses for the documents.
    
12. A pop-up window is displayed.
    
13. The Bulk Invite pop-up window is displayed.
     
14. A template for populating the data is available by selecting the Download Sample CSV button.  The CSV template downloaded will have a column for each recipient to sign in the document.  This document group has 3 recipients.  Here is an example of the CSV downloaded:
    
15. Enter the appropriate email addresses for each recipient 1, 2, and 3, and save the file.
16. Back in the Bulk Invite pop-up window, 
    1. Select the Upload CSV button to add recipients for bulk invites.  
    2. Update any message you want to send to the recipients.  
    3. Modify the document copies will be named as box.  
    4. Select the Change Folder hyperlink to change where the documents are stored.
17. Once finished, select the Send invites button.