Is it possible to have a signer group in CLM?

Forum|Forum|1 year ago
March 28, 2025
2 replies
99 views

Hi, we have a requirement that a document signature should be assigned to a group where either member of the group can sign the document. The closest I could think was to have kind of a Task group but that is not possible to store in a variable. Any help is greatly appreciated.

K

Kelly.Gatling

Docusign Employee

Hi @Servesh,

You can create a Signing Group tied to a Template in eSignature. This is standard eSignature functionality. Then, this template can be used in the CLM Workflow step to bring in the Signing Group.

Hope this helps!
Kelly

Kelly Gatling | Principal Product Trainer | Docusign University

S

Servesh

Author

Digital Collaborator

Thank you @Kelly.Gatling, I forgot to mention an important detail. Actually, there is an integration with Adobe Esign so Docusign Esignature template is not a feasible option. Is there a way to use the recipient group functionality of Adobe through CLM?

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