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hello!

I am using Docusign Gen + ESignature to deliver documents via Salesforce. I am using anchor tags in my docusign gen document. 

i AM asking for advice on how to send to the document to multiple contacts at once where they can all fill out the fields on the document.  for example: i have 3 client contacts to send the document to who could fill out document, however only need one signature.

my fields in my document are not specific to any signers - i want anyone to be able to complete the information in the document. 

 

how do i build that signer order to accommodate this request?

 

 

Hi ​@StephDCTeam,

Thank you for reaching out to the Docusign Community—we're grateful for your question and happy to share our knowledge!

It appears that the feature you need is the Signing group. The functionality addresses your needs —enables you to send an envelope to a predefined group of recipients, and anyone from the group can open and complete fields with their own signature, fulfilling the requirement. Here are helpful resources with more details:

Signing Groups

Signing Groups FAQ

I hope you find this helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer" ✅, to help other community members find trusted answers.😊

Let us know if you have questions— we're here for you!

 

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"

Hi ​@Melanie.Panguito ! 

The concept of Signing Groups would work BUT I do not always have the predefined group of recipients where I can build a signing group in the docusign admin site. 

We send out an document via salesforce and our team does not have the capacity do build out in admin site first, then send out the document in salesforce. 

it would be wonderful if we could just use signing group in salesforce and not having to build out a predefined recipients list in admin site 

Hey ​@StephDCTeam,

Got it. Currently, Docusign doesn't have a concept for this —it would be wonderful if we could just use signing group in salesforce and not having to build out a predefined recipients list in admin site 

A signing group is a group of recipients that always needs to be predefined. Sounds like you need to consider updating the business process to identify the recipient up front. However, we recognize that this limitation may not align with your ideal business process, so we would encourage you to consider sharing feedback and suggestions regarding the functionality on our Ideas board: Submit a feature request. That's where we collect feedback and suggestions to guide future product improvements.

Let us know if you need further assistance. Here if you need us!

 

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"

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