Overview
Docusign Signing Groups allow multiple users to sign on behalf of a role or department, without assigning a specific signer. This new feature in Quik! lets you choose a pre-configured Signing Group from your Docusign account when preparing a form for signature.
Prerequisites
Docusign Account Type Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some options discussed in this help topic. For more information about the options available for your account, please contact your Docusign account administrator or Docusign Customer Support. Visit their Contact Support web page for contact options to reach Customer Support.
A Docusign account with at least one Signing Group already created (Docusign Signing Groups)
Docusign integration set up in your Quik! profile
Access to send forms for e-signature
Step-by-Step Instructions
1. Open a form for e-signature
From the Quik! App, launch a form and click Sign.
The Prepare to Sign window will appear.
2. Select a Signing Group
Look for the new Signing Group column in the signer list.
Click the drop-down menu. If you have Signing Groups configured in your DocuSign account, they will appear here.
Select a Signing Group.
Once selected, the Name and Email fields will be automatically disabled. These fields do not apply when using a group.
3. Complete and send
Add any remaining signers as needed.
Click Send when you're ready.
📝 Helpful Tips & Extras
What is a Signing Group?
In Docusign, a Signing Group is a shared identity. Anyone in the group can sign, but only one signature is required.Editing or Managing Signing Groups
You must manage Signing Groups directly in your Docusign account. Quik! displays them but does not allow editing.