Manage your groups
Last updated
Last updated
© Ascertia Limited 2024
SigningHub enables you to create groups of your recipients for the group signing, group approving, and/ or group updating purposes. These groups are available to you, when you need to add recipients in a template and/or in a document workflow. The individual and enterprise users can manage (Add, Edit, and Delete) their personal groups, while the enterprise users can also view the enterprise groups, as maintained by their enterprise admin.
Click "Configuration" then click "Groups" under People options in Personal Configuration section.
Enterprise groups will be listed in "Enterprise Groups" section.
Click "Configuration" then click "Groups" under People options in Personal Configuration section.
Personal groups will be listed in "Personal Groups" section.
Click "Configuration" then click "Groups" under People options in Personal Configuration section.
Click "Add group" button.
Specify group name, and description in the respective fields.
Click "Add member".
Type in the contact's email id and click "Add member" to include in the group. Your personal contacts (and enterprise contacts in case you are an enterprise user) will be available for selection. Repeat the step 5 to add multiple contacts in the group.
Click the "Save changes" button. The saved groups can be used in template creation and in document workflow while adding recipients.
Click "Configuration" then click "Groups" under People options in Personal Configuration section.
Select the desired group and click "Edit" button in the right panel.
Click "Edit".
Edit the required content (i.e. Name, Description, or Add/ Delete Contacts).
Click "Save changes".
Click "Configuration" then click "Groups" under People options in Personal Configuration section.
Select the desired group and click "Delete" button in the right panel.
Click "Delete" in confirmation dialogue.
An enterprise user cannot edit or delete the enterprise group(s).
