Delete a Signing Group

You can delete an entire signing group and it will not affect any completed documents.  On completed documents, the contact group will remain in the interface and document history even though it is remove from the contact list.  Deleting a signing group will remove all contacts from the signing group.

Delete a group cannot be undone.

Note:
  • If the group is tied to an in-flight document, you will not be able to remove the group unless you've voided those in-flight documents.
  • If the signing group is included on a template, the signing group will be removed from the template. When trying to send that template, you'd be notified of an issue. However, we recommend updating the template prior to removing the signing group.

To delete a signing group:

  1. Navigate to the Contacts area
  2. Expand the sidebar and view signing groups
  3. Click the ellipsis on the group you want to delete
  4. Choose Delete.  You'll be prompted to confirm deleted.
  5. Click Confirm
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