How to add a contact group as a recipient?

You can add a contact group as a recipient if you want to send documents to multiple signers quickly. You can create a contact group and use it whenever you need to send documents to the same set of signers. Any member of the organization can use the contact group.

You can create a contact group on the My Contacts page under the Contacts menu or while sending a document.

Refer to this link to know how to create a contact group.

Follow the steps below to add a contact group as a recipient:

• Click Create New and select the Create New Document option.
• On the prepare document page, select the context menu near the Add Recipient option and click the Add Recipient Group option.

• The Contact group name column will be added in the Add recipients section. When you enter the existing group name in the Contact group name field, the group name will be displayed in the dropdown. Click on the group name to add it as a recipient.
• You can see the total number of recipients in that group below the Contact Group Name field. To view the recipients in that group, click the ViewList option.

• To create a new contact group, enter the new group name in the Contact group name column and click the Create new contact group option.
• The Create Contact Group dialog box will appear. Enter the group name in the Contact group name field, add signers in the Add user(s) to the group field using the Add option, and click the Create button.
• You can also import the signers using the Import from CSV option.
• Now, the signer group has been successfully created.

• Add the new group name in the Contact group name field to send the document to all signers in that group.