Signatory groups

The Signatory group sub-menu in the Sending parameters menu allows you to manage your signatory groups.

A signatory group includes signatories who have the same access rights and permissions in the Signature module, for one or more contracts.

To create a group, click New signatory group, or select Add signatory group from the Sending parameters menu.

To view the signatories belonging to the group, click the "+" button in the corresponding line.

To view or edit a group, click its name in the Signatory group column.

Signatories

From the Signatories tab, you can add or remove members from the signatory group.

Signature rules

The Signature rules tab allows you to view and edit the signature rules to be applied to signatories from the group.

Initialing rules

The Initialing rules tab allows you to view and edit the initialing rules to be applied to signatories from the group.