Add Contact to a Signing Group

Any contact in your contact list can be added to a signing group.  Once a contact is added to a signing group, they can participate in the signing process as a member of that group.  A single contact can be included in multiple signing groups.

A contact can be added to a group at any time.  However, the newly added group member will not be reflected on any in-flight documents.  The change will only appear on templates and future documents.

A contact can be added to a group in multiple ways, which are done from the Contacts area:

• Single selected a recipient to add to a group
• Multi-select one or more recipients to add to a group
• Add a contact when managing a existing group

Single select a recipient

1. Navigate to the Contacts area
2. Locate the contact you want to add to a group
3. Click More Actions on the contact record
4. Choose Assign to Group

Multi-select one or more recipients

1. Navigate to the Contacts area.  Locate the contact you want to add to a group.
2. Select the recipient(s) by clicking the badge next to their name.  This will change the badges to checkboxes.
3. Choose Add to Group icon in top bar.

Add a contact when managing a existing group

1. Navigate to the Contacts area
2. Click More Actions on the group to which you'd like to add a contact
3. Click Manage Group

Related Articles:

Remove a contact from a signing group

Create a signing group

View members of a signing group

Delete a signing group