How To Use the Group Signing Feature: Any Signer…What does that mean?

Group signing is a powerful feature that enables you to send a document to a group of individuals as part of a workflow. Any member of the group can esign with his or her specified credentials. Specific contexts and business cases in which group signing delivers value are those in which any employee in the specified group can execute the task, such as in Purchasing, Customer Service, Sales or Human Resources.
Setup Group Signing:

1. Setup an email alias for individuals in the group: To setup Group Signing for your account, you must first establish an email alias that your group members can access. For example, purchasing@docusign.com. Several employees, such as “Mike”, “Joe” and “Sally” can access this email. Mike, Joe and Sally will receive email from anyone emailing purchasing@docusign.com.
2. Invite each person to create a DocuSign console within the group: To invite users to create a group, open your DocuSign admin console and navigate to user management.

a. Select the Account drop down menu
b. Select Manage Account
c. Click Edit in the users column next to the table next to the account you want to use.
d. Select New to add a new user
e. Enter the group email address, such as purchasing@docusign.com
f. Click Check Names
g. You’ll receive either a list of names already associated with the specified email OR an empty set if you’re assigning for the first time
h. See a list of names? Scroll to the bottom and select New
i. Enter the Name of the person you wish to invite
j. Click Save
k. Review the notice and assign an access code if you want to use security measures for this invitation
l. Click Send to invite this person to the group
m. Repeat this process with everyone you want invited to the group

Recipients’ Response:

1. Recipient receives an email invitation to the group
2. Clicking on the Activate Account link enables recipients to setup his/her account
3. Screen pops open, allowing the recipient to setup his/her own password for signing. Account creation leads to group membership

*This account is a different account that recipients will log into using the group email alias and the password they created.

Verifying the Group Setup:

Once you’ve set up the group, you’ve got to double check that you created the group correctly.
To see group users, any of the members can log in and select Manage Signature from the Account drop down menu. Once they do, they’ll see their signature at the top of the page under Adopted Signatures. They will also see a list of other users who are part of the group alias below the heading: Other Names Associated to the Email in DocuSign.
Sending to Groups

Sending to groups is as easy as sending to an individual signer. Address your envelope or template to Any Signer.
• When addressing the envelope to the group, enter the email as you normally would when adding a recipient.
• When the list of names appears, Any Signer is the preselected option.
• All the users of this group will receive the signing request in their email and DocuSign console.
• Once any member of the group signs, the signing task is completed. The name of the individual who signed for the group is recorded and all group users will see that the signing request has been completed. Once the envelope is completed, all group members will receive the completed email.

This overview gives you want you need to know to use group signing. If you have further questions about group signing or electronic signature and online contract execution, please do submit them to the DocuSign forums. One of us will be sure to help you out.