Select the plus icon to add another recipient record.
Select the Group option.
What's New
Get Started
Administer
- Admin Console Overview
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User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
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Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
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Send Agreements
- Send (Compose) page
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
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Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
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Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
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More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Create a group of recipients who all have access to the agreement, but only one is required (or allowed) to sign.
Recipient groups provide a method for one member of a sender-defined group to respond to an agreement on behalf of the entire group. This allows the signature cycle to progress through team approvals without one person becoming a choke point for the process.
For example, if you have a legal team of five members that must sign off on an agreement, but any one member of that team is allowed to sign.
- A recipient group can be created containing all five members.
- All five members are notified when the agreement is ready for the team.
- The first member to sign the agreement completes the team's obligation for that agreement.
- All group members receive the final email notification when the agreement is completed.
There are two types of recipient groups in Acrobat Sign:
Reusable recipient groups are:
- Predefined. The group must be created before the user attempts to add them to an agreement or workflow.
- Configured by users in their user profile (under the Address book tab)
- Scoped for individual, group, or organization-level access.
- Available for senders through the address book auto-complete menu
- Static when loaded. Senders cannot edit the names or email values of the group.
- Access to recipient groups in general is controlled by the settings herein, but actually configuring a reusable group is done at the user level in the Personal Preferences menu. Please refer to the reusable recipient group article for more details.
Ad hoc recipient groups are:
- Fully configured by senders at the time of configuration.
- Useful for defining recipient groups with external signers that wouldn't be predefined.
- One use only. They cannot be saved or shared for use in another application.
Availability:
Recipient groups are available for the Acrobat Sign Solutions license plan.
Configuration scope
The feature can be enabled at the account and group levels.
There are two types of recipient groups:
- Ad hoc recipient groups are manually entered by the sender and are only used for the agreement in which they are defined. Ad hoc recipient groups:
- Must be enabled by an administrator before they are available to the user.
- Allow the sender to define as many recipients in the group as needed.
- Allow the sender to name the group.
- It cannot be saved for reuse.
- Reusable recipient groups can be created by users and saved as personal groups or shared with their group or account. Reusable recipient groups:
- Are enabled for all users under their Address book in the user profile.
- Must be defined before they can be used.
- Must have an appropriate scope for the user to access them.
- Can not be edited in terms of name or email values through the Request Signature interface.
When the feature is enabled, an Add Recipient Group link is inserted above the list of recipients.
The recipient record is converted into a recipient box that allows the user to add all of the recipient members that should be included in the group.