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I have a document that I want to send externally to one of our clients.  There are two people in the client company who can sign.  Is there a way to send this to both, but close the envelope after either one signs?  I have researched Signing Groups, but this seems to be for internal use only since it requires an administrator to set up and you can only add internal users.  Is there a similar feature for envelopes sent to external recipients?  About 95% of our Docusign use involves external signers, not internal signers, so Signing Groups is not a useful feature for us.

Thanks

Teri Maier 

Hello, ​@Teri.Maier 

 

You researched well! The solution for your case is Signing Groups.

It’s possible to create a Signing Group for internal and external signers!

Your Admin can create a Signing Group so it will be available for the senders. 

There is a button to add external signers, see the figure below:

So another pop-up window will show up to add external signers:

 

I hope that helps, if so, I’d appreciate your Like here.

 

Best,

Alexandre

Hello ​@Teri.Maier,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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