DouSign Signing Groups

DouSign Signing Groups

What Are Signing Groups?

Signing Groups enable any member of the group to open and act on envelope fields assigned to the Signing Group. 

Use a Signing Group to send documents to a group of people, any one of whom can open and act on the document fields addressed to the group, even when signature and other fields are not specifically assigned to a person.

Benefits

The primary benefit is that Signing Groups enable teams to share responsibility for envelope workflows, for example, covering for one another if someone is out of the office.

Simple Use Case

Your department uses DocuSign to process expense reimbursement forms and several people have the authority to approve the forms. Design your reimbursement workflow so that the form is automatically submitted to the Signing Group rather than an individual so that any person who is a member of the Signing Group can process the form. Just ensure that the Signing Group membership includes all of the people who have approval authority.

Process

1. Request Signing Groups be added to your account by submitting a ticket to esignatures-support@berkeley.edu 
2. Once added, follow these steps to configure for your account
3. Settings
   1. Signing Groups
   2. Add Signing Group
4. Complete Form
   1. Name the Signing Group
   2. Add members 
      1. Signing Group members may be part of your account
      2. Signing Group members may be outside of your account - choose Manual option
   3. Optional (recommended): add group email address
      1. Notifications will go the group email address rather than individual email addresses

 

 

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References

• Signing Groups Administration
• Signing Groups User Guide
  • Provides details including, but not limited to:
    • How to set up an envelope using Signing Groups
    • Limitations such as in-person signing
    • Email address changes
    • Recipient authentication

 

Signing Groups versus SPA Accounts