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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.

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More Stories By An Bui

Social Media Professional with substantial experience identifying, characterizing and connecting online communities and authors. Strong orientation on actionable recommendations that provide mutually beneficial value for communities and organizations for stakeholders.

Currently, I serve as the social media manager for DocuSign, Inc., the market leader and global standard for electronic signature. DocuSign provides the world’s largest and fastest growing electronic signature platform, empowering businesses to complete transactions online quickly and securely while improving compliance and dramatically reducing costs.

DocuSign is the only cloud computing-based electronic signature platform that entirely replaces slow, expensive paper transactions with a fast, efficient and completely digital solution. Accessible from any Internet-connected device, DocuSign supports virtually any document and form type in simple and complex workflows, and provides broad user authentication options, data collection, secure document/data storage and retrieval, as well as real-time negotiation and collaboration tools.

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