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Configuring group reviewing in a template

SigningHub enables you to add groups in a template for the group reviewing purpose. The group reviewing feature allows any group member to review the document on behalf of all the group members. 

To add a reviewing group in a template,
  1. In case of a personal template, click the "Settings" option from the top menu.
    Or in case of an enterprise template, click the "Enterprise" option from the top menu.
  2. Click the "Templates" option from the right menu.
  3. Click  from the main grid header. The "Create Template" dialog will appear.
  4. Specify template name and description in the respective fields.
  5. Click the "Select Document" button and browse the template document. The selected document will be opened to configure template details, as shown below.

Please follow the numbering to learn the step by step process of adding a reviewing group.

  1. Specify the group name under the "Add recipients manually" section. Your personal groups (and enterprise groups in case you are an enterprise user) will be listed accordingly for selection. Select the required group and and click . The recipient group will be added under "Workflow Details" (see step 2).
  2. The list of added recipient groups is maintained accordingly along with other recipients under the "Workflow Details" section. Click the adjacent  to delete a recipient group from the workflow. 
    Select the "Reviewer" option from 
    adjacent field to mark the added recipient group as a document reviewing group in the workflow. Repeat the steps 1 and 2 to add multiple reviewing groups. Based on your document approval flow, you can even add the same reviewing group multiple times in a document.
  3. Click the "Next>" button to continue.

  4. If required, select each reviewing group one by one from the "Workflow Details" section to add the initials and form fields for them.
  5. Click the "Save Template>" button to continue, or click "<Back" to navigate the previous screen for reconfiguration.
  6. The "Save Template" screen will appear, edit the template name and description if required and click the "Save" button to save these configurations.

‚Äč1. A reviewing group can also be assigned the initials and other form fields.
2. The reviewing activity in a workflow does not require reviewer's
 signature, so signature field is not added for a document reviewing group.
3. To experience the exact settings, it is recommended to use the template (being created) on the same documents. The actual positions of configured signature/ initials/ in-person fields may alter, if this template is applied on different type or size of documents. 


See also

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