New in Zoho Sign: Signer groups

New in Zoho Sign: Signer groups

Hello everyone,

We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative.
With signer groups, you can send an envelope to a group of people, and any member of the group can open the envelope and sign the document. This allows individuals to sign on behalf of a group of authorized signatories, making it perfect for team-based workflows.

When do signer groups come in handy?

Imagine you're working on an important contract that requires approval from your legal team. You send the document to John, who usually signs off on these documents, but he's unavailable due to a sudden meeting. This is where signer groups come in handy, allowing any of the other members of the legal team working in the same capacity as John to step in and sign the document on behalf of the team. This keeps the signing process moving without delays, speeding up collaboration and decision-making.

Quick overview of how signer groups work

Create a signer group: Administrators can create a group from the Account Settings menu by adding a group name, the recipients, and details. You can also include recipients' phone numbers for envelope delivery via SMS and OTP-based authentication.



Send documents to a group: Simply select the group when adding recipients to your documents. You can also add extra recipients before sending the documents for signing.



Track group signatures: Easily track the status of documents sent to a signer group by checking under In Progress or Completed in the Documents tab. Click on the signer group to see who received the documents and who signed, and the signer information and group will also appear in the completion certificate.


Let's get started! 🚀

Head over to our help document for an easy walkthrough and start simplifying your signature process today.

We'd love to hear your thoughts 

Give signer groups a try and let us know how it works for you. If you have any questions or need a hand, drop a comment below or reach out to us at support@zohosign.com (or support@eu.zohosign.com for EU). We're here to help.

Let's amp up your team's collaboration with signer groups!

Cheers,
Rithika Govindarajan

    Nederlandse Hulpbronnen


      • Recent Topics

      • Zoho One - White Label

        Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature
      • Missing parameters in request, any way i can figure out what parameters i need to add?

        const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":
      • Remove the [## XXXX ###] from subject replies

        For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerken
      • Address Grabber function for Zoho

        I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know
      • Change eMail Template for Event-Invitations

        Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
      • Can you modify "Last Activity Time" in deluge? If so what's the field name?

        I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere
      • Running Total % in Pivot with filters

        Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i add
      • Included in Zoho One?

        Will LandingPage eventually be included in Zoho One?
      • Console error with widget in View mode, not present in Edit Mode with ZOHO.CRM.API.updateRecord(config)

        hello i have that function to update an account records (from a widgets created with sigma) function handleCopyButtonCRMClick() { console.log('handleCopyButtonCRMClick'); /* * Fetch Information of Record passed in PageLoad * and insert the response into
      • Calendar - "pop up" locations

        One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.
      • How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page

        hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the
      • Reports - custom layout - duplicate report

        Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...
      • Select CRM Custom Module in Zoho Creator

        I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,
      • LinkedIn verification link and otp not receiving

        For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward
      • Unlocking New Horizons: A Year in Review

        As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
      • 2024 Wrap: Rediscover these features and enhancements in Zoho CRM

        Hello everyone! I wish all of you a joyful and prosperous 2025! As we welcome 2025, I’m excited to share a recap of the year 2024 and highlight some of the coolest new features and enhancements we’ve added to the Zoho CRM platform. Last year, we announced
      • A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

        Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time
      • "Mark as Spam" not working as expected

        Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them
      • Upgraded to Zoho One but Zoho Meeting still says Free Plan

        I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it
      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
      • Self Client Authorization Issue

        Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"
      • This mobile number has been marked spam. Please contact support.

        Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
      • Update Candidate Status Through Workflow in Blueprint

        Hi Team,  We have a blueprint built out with custom functions that update particular fields based on candidate actions. When particular fields are updated we need to move the candidate forward in the blueprint. We tried to do this through a workflow,
      • Zoho Canned respond do have a huge lag issue.

        Previously the Zoho canned respond works perfectly ... on once server update and all the Canned respond enconter huge lag... in the end cause most of the canned respond just shown code with /xxx and not the sentence....
      • Pay Contractor Timesheets

        I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
      • ShipStation and Zoho Inventory

        Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts
      • Saving slide elements

        I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?
      • Are downloadable product available in Zoho Commerce

        Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
      • Function #10: Update item prices automatically based on the last transaction created

        In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
      • Writing on sketch cards is bugged when zoomed in

        When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
      • Move site from WIX to ZOHO Sites

        I have a simple website on WIX.  I am wondering if someone is available to help me move this website - https://www.videothreezero.com/ to ZOHO.  Michael  Boston
      • zoho calendar week view - "super compact by default"

        every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?
      • Move a Contact from Current Account to a NEW Account

        I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and had this functionality20+ years ago in other CRMs.  In the real world people move from one organisation to another. In the sales, finance and technical world it is nice to see the communication history with that person in their old account and also
      • Change work hours per day for employees

        Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.
      • Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships

        Hi everyone, I have the following User-Created Modules in Zoho CRM: Clients Assets Faults Handymen Every client can have multiple assets. Every asset can have multiple faults. Every fault is assigned to one handyman. What I Want to Achieve: ✅ I want to
      • Adding New Domain to Zoho mail

        Hi, I have one Zoho account already called for example "Awesome Animals". Under this account I have one domain already setup with zoho mail, example: - awesomecats.com I have another website as well which I want to add under this "Awesome Animals" account,
      • I cannot receive emails.

        I need help, I've tried everything but I still can't receive emails from other people. I can send it but I can't receive emails, When I created the email it was all in order and suddenly I can't get emails from anyone anymore.
      • Incoming Gmail Email Not Coming Into Zoho

        My outbound email from Zoho is working, but when people respond to the email, it's not coming back into Zoho. I can see it when I'm in Gmail, but it's not in Zoho.
      • Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked.

        Preciso de ajuda não consigo enviar emails,conta recen criada
      • Next Page