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Create a group when several people need the same documents. A group can include documents to sign and documents Available to read. Who can do this: owners and administrators manage group setup. Group Managers can follow up within their assigned groups.

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Create a group

  1. Open Groups and click Create Group.
  2. Enter a name, such as Volunteer drivers, and an optional description.
  3. Check Automatic request emails. It is on by default. Turn it off if you want to finish setup before sending requests.
  4. Add a Default Recipient Message if you want the same starting note on requests from this group.
  5. Submit the form.

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Add people and documents

  1. Open the group and use Add People on People to select existing people.
  2. Open Documents and use Add Documents to select existing documents.
  3. Review the selection and confirm each addition.
The Documents tab separates Requires a signature from Available to read. Drafts must be published before people can sign or read them. You can also manage groups through Edit profile on a person’s page or Edit settings on a document’s page. Changes take effect when you click Save changes.

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Automatic request emails

Automatic request emails creates requests for newly active signature assignments when people or documents are added to a group. The email follows within a minute. Until then, the request shows as Queued. Change the setting in the group’s Settings → Automation. Existing active assignments are not a new assignment just because another group includes the same person and document. Use Send missing to handle gaps. Turning automatic emails off lets you prepare assignments and send later. Turning it on does not send a backlog of existing assignments by itself.
Adding people through CSV imports, Planning Center, or integrations can also trigger a group’s automatic request emails. Check this setting before bringing people into a group.

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Send missing requests

Use Send missing when people have been assigned documents but still need a request:
  • For the group: open its People tab and click Send missing when it appears.
  • For one document: open the group’s Documents tab, select a published document under Requires a signature, and click Send missing in the side panel.
Check the people and document counts before sending. Searching or filtering the people in a document’s panel does not change who receives its missing requests. Only published documents that require a signature can be sent. The email follows within a minute. Drafts and documents Available to read are not emailed. Use reminders for requests that are already open.

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Set a default message

In Settings → Automation, enter Default Recipient Message and save. For example: “Please review and sign these policies before your first shift.” The message is used for automatic group requests and prefilled when you send from the group. You can edit or remove the note before a manual send. It appears in the request email and on the signing page.

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Assign Group Managers

In Settings, select the Group Managers who should oversee the group, then save. They must already be team members with the Group Manager role. Group Managers can review completion, send missing requests, send reminders, and view request activity. They cannot change the group’s setup or membership. See team roles.

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Remove membership or delete a group

Owners and administrators can remove a person or document from a group. Open the group’s People or Documents tab and select the person or document. In the side panel, open the three-dot menu and choose Remove from group. Removing a person or document from a group ends read access granted by that group. Another group may still grant access. Existing signature assignments and requests remain; remove an assignment or cancel a request separately if it is no longer needed. Deleting a group removes the group and its memberships, not the people or documents. Use the delete action in the group’s Settings.

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Check progress

Use People to see what each person still needs to sign. Use Documents to see who still needs a particular document. See track completion in groups.
Last modified on November 1, 2026