Create Document Group Templates For ESignature
How to create group?
Document groups allow you to work with multiple documents in one invitation, as well as to invite separate signers to complete documents in the group. With document groups, the signer will see a checklist of documents they need to complete.
Regular document groups allow you to collect documents and bundle them together, as well as send a group of documents to at least one signer. In comparison, document group templates allow you to create a document group template name, invite signers to create a new signing step, and review and create a template for users to manage and sign.
For more details on document groups, watch our video below on how to document groups in signNow:
Below are the instructions for creating a document group:
1. To create a document group, click on “Document Groups” in the lower menu section under Document Groups.
2. Click “Create a Document Group,” then title your document group name.
3. Select a document or template that you’d like to include in your new document group. Keep in mind, the document in the group must contain fields.
4. You now have a document in the document group. You can invite signers to join the document through a “Quick Invite”, or you can make updates to the document.
Your step-by-step guide — create document online
Create Document Group Templates for eSignature. Get maximum value from the most trustworthy and secure eSignature platform. Streamline your digital transactions using signNow. Optimize workflows for everything from basic staff documents to advanced agreements and purchase templates.
Know how to Create Document Group Templates for eSignature:
- Upload a series of files from your computer or cloud storage.
- Drag & drop advanced fillable boxes (signature, text, date/time).
- Change the fields sizing, by tapping it and selecting Adjust Size.
- Place dropdowns and checkboxes, and radio button groups.
- Edit signers and create the request for additional materials.
- Create Document Group Templates for eSignature.
- Include the formula the place you need the field to generate.
- Apply remarks and annotations for the recipients anywhere on the page.
- Save all modifications by clicking DONE.
Connect users from inside and outside your company to electronically access essential signNowwork and Create Document Group Templates for eSignature anytime and on any system utilizing signNow. You may track every action performed to your documents, get notifications an audit report. Remain focused on your business and customer interactions while with the knowledge that your data is accurate and safe.