Steps to Achieve Access and Signing DocuSign Document by Multiple Users Instead of Shared Inbox

DocuSign eSignature:

DocuSign eSignature is a more streamlined approach to signing documents and takes away the daunting task of printing forms/documents, signing, rescanning, and returning to the sender in order to authorize a signature.

Problem:

The envelope cannot be sent to multiple recipients and can only be sent to one. If the user sends the envelope via shared inbox, none of the group members cannot able to sign in the envelope.

This blog provides a solution to that problem by utilizing Signing Group:

Signer Groups enable the admins to create a Signing group of multiple users that can be used as recipients. The document can then be sent to the entire group for signing. Any one of the group members can sign the document.

Step 1:

To create a Signing group, first login to the DocuSign admin account, Click on Setting in Top of the Home page.

Navigate to the Signing Groups in USERS AND GROUPS.

NOTE: If Signing Groups are not in USERS AND GROUPS, the user should request for DocuSign to Assign Signing Groups Feature to the account

Step 2:

Click on Signing Groups to Create new signing groups and manage group membership.

Click on ADD SIGNING GROUP to create a new Signing Group.

Step 3:

Set a Name of Signing Group and Click on USERS and Pick the Users in Signing Group Member

To add a member to the Signing Group, Click on Assign Users to list all DocuSign Users then, pick the required User.

To add the new User to the Existing Signing Group Click on the Edit option and then Click on Assign User.

Step 4:

Drop down the user list then pick the required user in the Signing Group

After adding the user to the Signing Group, then Click the Save Option.

Finally, Created a Signing Group successfully, To send the envelope to multiple recipients in Salesforce.

Note: Prerequisite - should be DocuSign integrated with Salesforce

Add the created Signing group in the recipient tab in Salesforce and send it via email.

All the group members receive that email and also all are them can access the attachment and details.

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