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Quick Tip Tuesday: Send a document to multiple parties with the DocuSign Any Signer feature

There might be times when you want any member of an email alias group to sign documents in an envelope. Normally, you have to assign a specific recipient to a signature tab, but in the case of a group email, you might not know which member will receive the document first.

With the Any Signer option, any member of the email alias can open an envelope and sign the documents in the envelope with their own signature.

The Any Signer group member that opens and signs the envelope is tracked in the envelope history and certificate. Once a group member signs the document, it will reside in their inbox within DocuSign.

Note: If the envelope has a routing order with additional recipients, the routing order will progress to the next signer after a member of the Any Signer group signs.

Before sending an envelope to an Any Signer group, you must first set up the group. For information on setting up an Any Signer group, please review the Using the Any Signer Guide.

Note: Any Signer groups can only be set up by DocuSign account administrators. If you do not have Manage Account access, you must contact an administrator to set up the group. 

To send an envelope to an Any Signer group, follow these steps:

  1. Log in to your DocuSign account and click the Send tab.
  2. Add any documents to the envelope and add any individual recipients.
  3. To add the Any Signer group, in the Recipient Email field, enter the email address. In the Recipient Name field, select Any Signer
  4. Click Add Signer.
  5. Complete any additional information, then click Next.
  6. Tag the document as desired, then click Send.

The email invitation is received by all the members of the group through their email alias and the envelope can be opened and signed by any of the email group members.

The first member that clicks on the link in the email is assigned ownership of the envelope. The member information is recorded in the envelope history and certificate of completion.

Read the original blog entry...

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