How to send documents to a group of signers?

The Contact Groups feature allows you to send documents to a group of signers simultaneously, which is particularly beneficial if you frequently send documents to the same set of individuals. When a signature request is sent to a contact group, any member of the group can sign the document without requiring a specific signing order.

Follow the below steps to send documents to a group of signers:

• Click the Create New button and select the Create New Document option.
• You will be navigated to the Prepare Document page.
• In the Add recipients section, click the Context menu located near the Add Recipients button, and from there, choose the Add Recipients Group option.
• By selecting this option, the Contact group name column will be added to the Add Recipients section. As you enter an existing group name into the Contact group name field, the group name will appear in the drop-down menu. Simply click on the group name to add it as a recipient.

• The total number of recipients in that group can be found just below the Contact group name field. To view the list of recipients within that group, click the ViewList option.

• If you don’t have any existing contact group and want to create a new one, you can do so by clicking the Create new contact group option.

• By doing so, a pop-up will be displayed. Enter the group name in the Contact group name field and add signers in the Add user(s) to the group field by using the Add option.
• After adding the required users, click the Create button. Your contact group has been successfully created.

• Fill in all other required fields and click the Next button.
• On the Configure Fields page, add the required form fields to the document and click the Send button.
• Now, the document has been successfully sent for signature to a group of signers simultaneously.
• Refer to the below articles to learn about how to create a contact group on the My Contacts page under the Contacts menu.
  Manage my contact groups