Document Groups

Document groups allow you to send a package of documents for signing all at once. You can invite one or multiple recipients for signing, as well as invite different recipients to sign separate documents in a group.

First, you’ll need to create a document group. Click on the Document Groups tab on the left side of your signNow dashboard to go to the Document Groups page. Then click Create Document Group.

Upload the documents from your computer or choose ones from the documents and templates in your signNow account. Click Next to proceed.

On the next page, you’ll see a listing of the documents in your group. Here you can manage your group:

  • Add more documents, edit, and delete them
  • Download the group in separate documents
  • Download the group as a single merged document
  • Delete the group
  • Choose to download it with its history that shows all actions made to the documents in the group

If you only have one role for all your documents, you can use the Send Group to One Recipient option to speed up the sending process.

Click Next to proceed.

Set the signing order by adding multiple signers and signing steps. Enter the recipient email addresses and select the documents you need completed from the dropdown.

Then, from the dropdown, select a role for the recipient. You can send a document to view only. This person doesn’t need a role in the document. Simply indicate their email and select View only. Once you’ve finished, click Next.

On the following page, review the signing order and configure the signing settings. Click Show Email Settings to configure the subject and message, set two-factor authentication, an expiration date, and reminders. Click Send to send out the document group.

Your recipients will receive an invite with a list of documents to sign. You can check the status of your group via the respective label and open the group to see who has already completed and signed their documents.