Ad Hoc Groups

Ad Hoc Groups Beta Release: Sandbox Environments Only

The Ad Hoc Groups feature is now available in beta on sandbox environments. This functionality allows for more flexible recipient management and signing processes. Ad hoc groups are useful for when you would like to create a group for a single transaction only. This is different from regular Groups, which can be re-used.

To enable this feature, contact our Support Team.

Beta Functionality

The following features are available for you to explore in our BETA release:

• Adding/Updating Recipients and Members: You can add and update Ad Hoc Group recipients and their members via the API and UI.

• Document Preparation: Prepare documents with signatures and fields for Ad Hoc Group recipients.

• Transaction Sending: Send transactions for signing with Ad Hoc Group recipients.

• Signing Ceremony Access: Ad Hoc Group members can access the signing ceremony.

• Signing Completion: Ad Hoc Group members can complete the signing process.

• Transaction Decline: Ad Hoc Group members can decline transactions.

• Handover URLs: Ensure handover URLs are functional for Ad Hoc Group members as signers.

• Callback URLs: Ensure callback URLs contain information about Ad Hoc Group member signers.
  (new with Release 25.R2)

• Removing Recipients and Members: You can remove Ad Hoc Group recipients and their members via the API and UI.

• Replacing Recipients with Ad Hoc Groups: You can replace a recipient (external signer, internal sender, myself, placeholder, sender group) with an ad hoc group recipient. Similarly, you can replace an Ad Hoc Group with a recipient.

• Language Definition for Ad Hoc Groups: Ad Hoc Groups can now have a specific language defined for the group.

• Signing Order: Using a signing order is now possible.

• Document Visibility: Document visibility is now supported with Ad Hoc Groups.

• Signing Reminders: Remind buttons are available at both the transaction level and at the recipient level.

• Scheduled email reminders: You can now define when a signing reminder will be sent to the group.

• Evidence Summary Improvements: A cleaner display of Ad Hoc Group recipient information in the Evidence Summary.

Out of scope for BETA features

The following features are not yet available:

• Adding "Myself" as a member of an Ad Hoc Group

• Adding the same recipient as an individual signer and as an ad hoc group member from the sender UI

• Duplicate Signers

• Counter Signing

• Attachments

• Mobile Capture signature type

• Document extraction

• Saving and applying a layout with ad hoc groups

• Reporting

• SDK support

• Authentication

• Signing method

Important Note: Transactions created in the Alpha release with Ad Hoc Groups will not be compatible with the Beta version.

Unsupported Features:

The following, although potentially visible or available from the user interface or API during the BETA, will not be supported with Ad Hoc Groups:

• Adding a placeholder type recipient as a member of an Ad Hoc Group

• Reassign recipient for ad hoc groups

• In person transactions

• In person electronic notarization transactions

• RON transactions

• Virtual Room transactions

• Fast Track

• Bulk Send

• Co-browsing