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. 


View your enterprise groups (applicable to enterprise users only) 

  1. Click your profile drop down menu (available at the top right corner).
  2. Click the "My Settings" option. 
  3. Click the "Groups" option from the left menu.
  4. Select the "Enterprise" option from the drop down available at top left of the screen. The adjacent count shows the total number of enterprise groups. 
    Your enterprise groups will be listed. The adjacent count with group name shows the total number of contacts in it.


View your personal groups

  1. Click your profile drop down menu (available at the top right corner).
  2. Click the "My Settings" option. 
  3. Click the "Groups" option from the left menu.
  4. In case you are logged in as an Enterprise user, select "Personal" from the drop down available at top left of the screen. The adjacent count shows the total number of personal groups. 
    Your personal groups will be listed. The adjacent count with group name shows the total number of contacts in it.


Create a new personal group 

  1. Click your profile drop down menu (available at the top right corner).
  2. Click the "My Settings" option. 
  3. Click the "Groups" option from the left menu.
  4. In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top left drop down of the screen.
  5. Click  from the grid header. The "Add Group" dialog will appear.

  6. Specify group name, and description in the respective fields. 
  7. Type in the contact's email id and click  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 7 to add multiple contacts in the group. Use  to remove an added contact. 
  8. Click the "Save" button.
    The saved groups can be used in template creation and in document workflow while adding recipients.


Edit your personal group 

  1. Click your profile drop down menu (available at the top right corner).
  2. Click the "My Settings" option. 
  3. Click the "Groups" option from the left menu. Your existing personal groups will be listed.
  4. In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top left drop down of the screen.
  5. Search/ move to the group to edit and click  adjacent to it. The "Edit Group" dialog will appear.

  6. Edit the required content (i.e. Name, Description, or Add/ Delete Contacts).
  7. Click the "Save" button.


Delete your personal group(s) 

  1. Click your profile drop down menu (available at the top right corner).
  2. Click the "My Settings" option. 
  3. Click the "Groups" option from the left menu. Your existing personal groups will be listed.
  4. In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top left drop down of the screen.
  5. Select the group(s) to delete and click  from the grid header.



​An enterprise user cannot edit or delete the enterprise group(s).


See Also