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Recipient groups as recipients

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Recipient Groups

Recipient Groups are useful when you need sign-off from a team or an organization, but not from a specific individual in that group. Any member in the group is authorized to sign or approve on behalf of the entire group. 

hybrid

For example, in the above image you can see a three step signature cycle:

  • Step 1 (JohnDoe) is a signer and will be notified that their signature is required as soon as the agreement is sent.  Once JohnDoe applies their signature, the agreement moves on to step 2
  • Step 2 is an approver Recipient Group given the name “HR Group”. Four individuals have been entered into the group, and each has been given a different verification process (just as an example). Once any one of the identified recipients applies their approval, the agreement will progress to the third step
  • Step 3 is an individual signer. Once this final signature is completed, the agreement is fully executed, and all parties will be notified and receive a copy of the agreement in PDF format.

 

To create a Recipient Group, click the Add Recipient Group link at the top-right of the recipient field. This creates the container where you will be asked to enter the group name, and the potential recipients

All members of the Recipient Group will receive the final PDF copy of the signed agreement even if they did not specifically participate.

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