Create groups for people to whom you regularly send documents.

If you frequently send documents to the same set of people - such as an HR team, your legal department, or a group of managers - manually entering their names and email addresses each time can be a hassle. 

SELISE Signature makes this process much easier with a feature called Signatory Groups. A Signatory Group allows you to save a predefined list of people and their roles (like signatory, reviewer, or viewer), so you can reuse that group whenever you send a new document. 

Step 1: Start a New Signing Process

To get started:

• Log in to your SELISE Signature account
• Click Sign A Document (single and bulk shipping) from your dashboard and upload a document on the next screen
• Alternatively (single shipping only) drag the document (PDF or DOC/DOCX format) directly into the application, load a template from an existing workflow, or load the document from your device or OneDrive/Sharepoint (optional)

Now adjust the Document Details:

• Name of document (e.g., "Non-Disclosure Agreement")
• Document Type: Choose either Personal Document or Organizational Document depending on whether it should be visible just for you or for your whole company
• Shipping Method: Select Single Document for individual sending or Bulk Documents if you're sending to many people at once
• Signature Type: Choose the signature type needed for this document
• Saving location. Default setting is "My contracts"

Step 2: Add Recipients or Use a Saved Group

This is where you decide who will receive the document. You can:

• Type in each person’s name or email manually
• OR click Add Signatory Group to select a saved group of people

If not, click Create a Group. Give your group a name, and then:

• Add each person’s name or email address
• Choose their roles: Signatory (they sign), Reviewer (they review and approve but usually don’t sign), or Viewer (they have no active role and are just informed about the process)

Once added, the group and its members will appear in the Recipients list automatically.

Step 3: Set Participation Rules for the Group

Now that your group is added, you can control how many people in the group need to sign the document using the Participation Rule dropdown. Here are your options:

• Regular participation (Default): All participants in the group have to sign
• Maximum One Sign Allowed: Anyone in the group can sign. As soon as one member of the group has signed, the task is completed for this group and - if all participants outside the group have also signed - the contract is signed and completed.
• Minimum One Sign Required: At least one person from the group must sign. Others can sign too, but it's optional.

Step 4: Prepare the Document

After clicking on Prepare Document, you can drag the required fields for each recipient incl. the group members onto the document using the dropdown at the top left

• Drag and drop fields like Signature, Initials, Checkbox, or Text Fields onto the document
• Assign each field to the right person by clicking their name

Take your time placing the fields in the correct locations (e.g., signature at the bottom of the last page). Once finished, click Send Document to dispatch it for signing.

Best Practices & Tips

• Use groups for recurring teams to save time (e.g., "Legal Team", "HR”, “Managers")
• Stay with Regular Participation if all participants have to sign
• Pick Maximum One Sign Allowed if the signature of one member of the group is sufficient
• Choose Minimum One Sign Required if at least one person must sign
• Groups can have mixed roles — for example, one signer and two viewers

By using Signatory Groups, you'll speed up your document sending process, reduce errors, and make your workflow more efficient. Whether you're an admin or just someone who sends a lot of documents - this feature is here to help you work smarter, not harder.