Signing Groups Overview

Signing groups give you the ability to send a document to a group of people where one of the group members can act on behalf of the entire group. If you send a document for signature or approval, any one of the group members can sign or approve the document on behalf of the group.

Example: Legal Approval

You're sending a legal contract to be signed by a client. Prior to sending to the client, the contract needs to be approved by one of five attorneys. You add all five attorneys to a Signing Group called "Approval Team". When creating the document, you add the Approval Team as the first recipient. When the document is sent, it routes first to the Approval Team. One of the attorneys opens the contract, reviews it, and approves it. It's now considered approved and is sent to the client.

With Upsign, signing groups are owned and managed by each individual user, from the Contacts page. When a Signing Group is created, it is only visible by the user who created the group.

Note: Signing Groups are different than User Groups. Signing groups pertain to contacts and document recipients. User Groups pertain to users on your account.

Use a signing group

Create the Signing Group - The first step is to create the signing group in the contacts area.
Add contacts to the Signing Group - Add contacts to the signing group while creating the signing group or add contacts to the group after the group has been created.
Use the Signing Group when sending a document - To use the Signing Group on a document, you add the signing group as a recipient by using the Add From Contacts option.