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...

Ad hoc groups can be created and configured in the following ways: From the recipient section of the transaction page From the Designer Using an API Creating an Ad Hoc Group To add an Ad Hoc Group recipient: Click the Add Recip...

Replacing a recipient with an Ad Hoc Group Recipient You can replace a recipient (external signer, internal sender, myself, placeholder, sender group) with an ad hoc group recipient. When replacing an individual recipient that is also a member of ...

Signing Behavior When a transaction containing an ad hoc group recipient is sent for signing, each member of that group will receive the email invitation to sign. The email will be addressed to the Group, not to the individual member (for example...

Configuring Ad Hoc Group Language It will be possible to set a language for the Ad Hoc Group. When the Limit Supported Languages feature is turned off for the account, a Language drop-down will be available within the Ad Hoc Group Recipient Set...

Personal Message To define a Personal Message for an Ad Hoc Group recipient, use the Advanced tab of the Recipient Settings dialog. This personal message will be included within the signing invitation emails to members. Defining a persona...

Configuring Document Visibility for Ad Hoc Groups It will be possible to apply document visibility settings for Ad Hoc Groups. Just as with other recipient types: If the Ad Hoc Group has a signature/field on a given document, they will automati...

The Evidence Summary document will track the information related to the new Ad Hoc Group recipient. The Recipients section will include the Ad Hoc Group with the number of members in parenthesis; individual members will not be listed.   ...

Below is a list of known issues that will be addressed in a future release: Trying to replace an Ad Hoc Group recipient with one of its members results in an error. (refs PB-113465) If one member of an ad hoc group accepts the e-consent do...