How do I use document groups?
Supercharge your workflow with document groups. 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. Document Groups are flexible. You can invite separate signers to complete documents in the group.
How to I send a document group to multiple senders?
First, you’ll need to create a document group. Click on the ‘Document Groups’ panel on the left side of your SignNow dashboard to go to the Document Groups page.
Then click “Create Document Group”.
A pop up should appear and allow you to find and select any documents you wish to add into your document group. Once you have chosen all the documents you want grouped together, click ‘Next’ and name your new document group.
Once you’ve successfully created your document group, you’ll see a new page with a listing of all your documents.
Click “Set Up Invite Steps”.
If you are familiar with a document’s Signing Order and how to customize it, this should be fairly simple to understand. However, if you are not, do not worry. You’ll notice on the left side a listing of all documents and how many signers are depicted for each document. Regardless of what order the documents are listed in on the left, you still have control over which document is signed first.
You now want to click and drag a signer from each of the documents to the dotted box on the right. You may change the order of the documents and how they are signed.
After you’ve placed your order of signers, go ahead and assign email addresses to each signing role. This will allow our system to know who to send the document group to and in what order. Signers grouped in a specific Signing Step will not receive the document packet until all Signers in the prior group have finished signing.
You can also place all signers in the same grouping and they will all receive the same packet.