Sending a document to many people.
A sports club needs every committee member to sign the same resolution. A business needs each of its twenty contractors to sign an updated safety policy. A school wants parent consent for a camp. These look alike but call for different set-ups. This guide explains the options in SignAndGo and when each one fits.
Option one: one envelope, everyone signs
When a single document needs everyone's signature on the same copy, such as a committee resolution or a partnership agreement, put all the people in one envelope. Add as many signers as needed and send to all of them at once. Each signs in their own time, and the finished document carries every signature.
Status tracking shows exactly who is still to sign, which is the part that takes the most chasing with a group.
Option two: one copy per person
When each person needs their own signed copy, such as a contractor acknowledging a policy, it is better for each to have their own envelope. That way one person declining doesn't hold up anyone else, and each finished copy belongs to one person.
Save the document as a template with a single signer role. For each person, start from the template, fill in their name and email, and send. Because the fields are already placed, each send takes moments.
- Same copy, everyone signs: one envelope with many signers.
- Own copy each: a template, used once per person.
- Large runs from your own system: the API.
Option three: send from your own systems
If the list of people already lives in another system, such as a membership database or a staff platform, a developer can use the SignAndGo API to create and send envelopes from it, and webhooks to hear back when each is signed. That suits organisations running the same send every term or every season.
Review-only for notices
Not everything sent to a group needs a signature. A policy update or a meeting notice may only need people to confirm they have received it. Send it for review only, and each recipient acknowledges receipt without signing. You still see who has confirmed and who hasn't.
Chasing a group
Groups always have someone who forgets. Set reminders to go out automatically so you are not sending twenty individual follow-ups, and send a manual reminder to the last one or two when a deadline nears. Anyone with a concern can decline and explain why.
Common questions
- Can twenty people sign one document?
- Yes. Add as many signers as you need to one envelope.
- Which option suits a policy each contractor must sign?
- A template with one signer role, sent once for each contractor, so everyone has their own copy.
- What if people only need to read it?
- Send it for review only and they acknowledge receipt instead of signing.