Signing Behavior

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, "Hello <Group Name>").

If the recipient is a member in more than one ad hoc group, they will receive a separate email for each ad hoc group, each one addressed to the respective group.

Clicking GO TO DOCUMENTS within the invitation email will take the member to the Signer Experience, where they will be presented with the documents they need to review, sign, or approve.

If the ad hoc group member is also an individual signer (same role ID) in the transaction and the signing order for both (ad hoc group and recipient) roles is the same, the member will receive a single email invitation that will be addressed to the Ad Hoc Group. Clicking the signing link within the invitation email will take the member to the Signer Experience where they will be presented with the documents to sign as both an individual signer and as an ad hoc group member.

If the ad hoc group member is also an individual signer (same role ID) in the transaction and the signing order for both roles (ad hoc group and recipient) is different, the member will receive one email as an individual signer and a separate email as an ad hoc group member. Clicking the signing link within each invitation email will take the signer to the Signer Experience where they will be presented with their respective documents to sign.

On completing signing, each ad hoc group member will receive the completion email. The email will be addressed to the Ad Hoc Group and not to the individual member (for example, "Hello <Ad Hoc Group Name>").

Any member from the ad hoc group can act on the signatures and fields associated to the ad hoc group. They can:

• Accept an ad hoc group signature

• Undo an ad hoc group signature, whether it was accepted by them or another member

• Input/select field values

• Update field values, whether those values were entered by them or another member

• Confirm a document

If a member tries to perform an action that has already been completed by another member (accept a signature, undo a signature, confirm a document, decline the transaction), they will get an error message informing them the action has already been performed.

Welcome and Thank You Pages

The Welcome and Thank You pages, if enabled, will appear when a member of the ad hoc group clicks on the signing link.

When the recipient joins the signing ceremony solely as part of an ad hoc group (rather than as an individual signer), these pages will be directed to the Ad Hoc Group, not to the specific member. For example, "Welcome, <Ad Hoc Group Name>".

When the recipient joins the signing ceremony both as an individual signer and as a member of an ad hoc group, these pages will be directed to the individual recipient, not to the ad hoc group. For example, "Welcome, <Jane Doe>". The same behavior occurs if the recipient accesses the signing ceremony as a member of more than one ad hoc group.

Reassigning a Recipient

When a signer is an individual recipient as well as an ad hoc group member, they will see the Reassign Recipient option within the More Actions menu if the setting is enabled at the individual recipient level.

On reassigning recipient, only the individual recipient's signatures will be reassigned to the new recipient.  The ad hoc group member will not be replaced.

Generating signingUrl or signing session

In order to generate a signingUrl or signing session for an ad hoc group, the URL or authentication token must be generated for each member within that group.

It will not be possible to generate a signingUrl or authentication token for the ad hoc group itself.