SignNow: Setting Up Document Groups

Document Groups

Document Groups are flexible. You can invite one signer to sign several documents or send certain documents in the group to different signers. 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. Select Document Groups on the left side of your SignNow dashboard.
    Sign now navigation side bar
  2. Click Create Document Group.
    create a document group button
  3. The Create a Document Group window opens.
    create a document group windwo
  4. Locate and select any documents you wish to add to your document group.
  5. Click Next.
    enter a group name window
  6. Enter a Group name for the new document group.
  7. Click Create Document Group.
  8. The group page displays a listing of the documents in the group.
  9. There are two options at the top of the page: Quick Invite and Set Up Invite Steps.
    document group page screenshot

 

Quick Invite for a Single Signer

  1. Click Quick Invite.
  2. The Single-signer invite for <<group name>> opens.
    single signer invite window
  3. Enter E-mail address in the To: field.
  4. Update Subject and Message fields.
  5. Select Send Document Group for Signing.

 

Set Up Invite Steps

  1. Click Set Up Invite Steps.
  2. The Set up Document and Signer Order page opens.
    set up document and signer order window
  3. The documents and all the signers are displayed on the left.
    Note: Regardless of what order the documents are listed in on the left, you still have control over which document is signed first.
  4. Click and drag a signer from each of the documents to the dotted box on the right. You can drag the Signing Steps if you need to change the order of the documents and how they are signed. You can also move signers from one step to another if needed.
  5. After you’ve placed your signers, enter their E-mail address.
    set up document and signer order with email addresses
  6. Click Review and Send.
  7. Ensure the steps and signers are correct, click Send Document Group For Signing.
    review and send page screenshot
    Notes: Signers grouped in a specific Signing Step will not receive the document packet until all Signers in the prior group have finished signing. In the example shown, the signers in Step 1 must complete all necessary documents before the signers in Step 2 will receive their notification, etc. All signers can also be placed in the same grouping and they will all receive the same packet.
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Last Updated: 
Friday, March 6, 2020