Signer Groups allow multiple recipients to receive a signing request at the same time and sign in any order, removing unnecessary waiting between signers. Once everyone in the group has completed their signature, the document automatically continues through the remaining signing workflow according to the configured signing order. This is ideal for groups such as managers or directors where the order of signatures is not important.
Requirements
Signer Groups are available at no additional charge on QuicklySign and QuicklySign Financial. To enable this feature, please request access via the in-app chat or by emailing [email protected]. If you are an Enterprise user, access must first be approved by your company administrator.
Instructions
Navigate to your document or template during setup.
Under Who must sign?, click Configure.
Enable Signer Groups.
First add all required signers to the workflow.
Create a Signer Group.
Drag the relevant signers into the group and rename it accordingly.
If required, create additional signer groups to suit your workflow.
If you regularly use Signer Groups, you can enable this as the default within your Workspace Settings to avoid configuring it each time.
Visual: Enabling Signer groups & adding signatories to the group
Expected Outcome
Signers that appear before a Signer Group in the workflow will receive and complete their signing request as normal. Once they have finished, all members of the Signer Group will receive their signing request simultaneously and may sign in any order. After every signer within the group has completed their signature, the workflow automatically continues to the next signatory according to the configured signing order, whether sequential or non-sequential.
Current Limitation
Signer Groups do not currently support a single member signing on behalf of the rest of the group. Every signer within the group must complete their own signature before the workflow can continue.
If this functionality would benefit your organisation, please let us know. We would be happy to consider it as part of our future product roadmap.
FAQs
Can signers within a Signer Group sign in any order?
Yes. All members of a Signer Group receive their signing request at the same time and may sign in any order. There is no sequence required within the group.
What happens after everyone in the Signer Group has signed?
Once every signer in the group has completed their signature, the document automatically progresses to the next signatory in the configured signing workflow, whether sequential or non-sequential.
Can one person sign on behalf of the entire Signer Group?
No. Each signer within the group must complete their own signature before the workflow can continue. Shared or delegated sign-off is not currently supported.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]