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Signing groups

Signing groups for flexible team approvals

Send documents to a contact group instead of one fixed signer. With BoldSign’s Signing groups feature, any team member can sign and keep work moving.

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  • Any member can sign
  • Set up once, reuse it
Prepare document for signing
Add file(s)
1NDA.pdfNon-Disclosure Agreement
Add Recipient(s)
1Emily Carteremily@cubeflakes.com
2HR Team
Total recipient in this group : 3 Viewlist
EmailSettings
Sample BoldSign Prepare document for signing screen: NDA.pdf added, with Emily Carter as recipient 1 and the HR Team contact group as recipient 2, showing 3 recipients in the group

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The problem it solves

What problem do signing groups solve?

BoldSign’s signing groups stop approvals from waiting on one person. Any member of the group can sign, so work keeps moving.

  • Faster approvals

    Any group member can complete the signing step, so the approval keeps moving.

    See how a group signs

  • Fewer bottlenecks

    Work stays on track even when someone is busy, away, or unavailable.

    See the 3 steps

  • Flexible team workflows

    Suited to shared roles, rotating schedules, and teams where the signer changes.

    See how members get the request

  • Clear accountability

    No resending or reassigning when responsibility changes. The audit trail shows who signed.

    See how documents stay secure

  • Easy setup and reuse

    Create a signing group once and use it for every repeat approval.

    See how to set one up

  • Smooth collaboration

    Every member gets the request at the same time, so whoever is free can respond.

    See common questions

How it works

How do signing groups work?

With BoldSign, you send a document to a group and finish the approval without waiting on one person.

  1. Create a contact group

    Add the team members who share the signing responsibility, or import them from a CSV file.

    My Contacts
    Create Contact Group
    Contact group name*
    HR Team
    Add user(s) to the groupImport From CSV+ Add
    Michael Brooksmichael@cubeflakes.com
    Import from CSV help bulk import contacts.Download Sample CSV file
    CancelCreate
    Sample BoldSign Create Contact Group dialog: group name HR Team, Michael Brooks added with his email, options to import users from a CSV file or add them one by one, and Cancel and Create buttons

  2. Add the group as a signer

    Select the contact group as a single recipient when you prepare your document.

    Prepare document
    Add Recipient(s)
    1
    2HR Team
    Total recipient in this group : 3 Viewlist
    EmailSettings
    + Add Recipient+ Add recipient group
    Sample BoldSign Add Recipient(s) screen: the HR Team contact group added as recipient 2, showing 3 recipients in the group and a Viewlist link, with the Add recipient group option open

  3. One member signs to complete the step

    Every member gets the request. Once one person signs, BoldSign emails the signed copy.

    Michael Brooks part of HR Team has successfully signed the document Non-Disclosure Agreement. A copy of the final document is attached to this email.
    Signer(s)
    HR Team (Recipient group)
    Michael Brooks (michael@cubeflakes.com)
    Sarah Mitchell (sarah@cubeflakes.com)
    Daniel Ortiz (daniel@cubeflakes.com)
    Sample BoldSign completion email: Michael Brooks, part of the HR Team group, has signed the Non-Disclosure Agreement, the final copy is attached, and the HR Team recipient group lists Michael Brooks, Sarah Mitchell and Daniel Ortiz
Why BoldSign

Why choose BoldSign for signing groups?

BoldSign is a secure, easy eSignature platform that fits into your workflow. It suits businesses of every size.

  • A record of who signed

    The audit trail logs each action with the person’s name, email, IP address, and device.

  • Simple for every member

    Group members sign from the email link in any browser. They need no BoldSign account.

  • Fits into your workflow

    BoldSign connects with Salesforce, HubSpot, Zapier, and cloud storage apps.

  • Help when you need it

    Reach the BoldSign team by chat, email, or support ticket.

Security and compliance

How are your signed documents kept secure?

BoldSign encrypts every document twice with AES-256. Its security controls are independently audited for SOC 2 Type 2. Signatures you collect with BoldSign are legally binding under the ESIGN Act, UETA, and eIDAS.

Compliance

BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.

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Data Residency

Active (US - Global)

Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.

View Data Residency Policy
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HIPAA Compliance

Enabled

Enable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.

View Details
PCI DSS logo

PCI DSS

Compliant

Payments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.

View PCI DSS Policy
CCPA logo

CCPA & CPRA

Compliant

Ensures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.

View Privacy Policy
AICPA SOC logo

SOC 2 Type II

Compliant

BoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.

Request SOC 2
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UETA & ESIGN

Compliant

BoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).

View UETA & ESIGN Policy
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eIDAS (SES)

Compliant

BoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.

View SES Policy
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eIDAS (QES)

Enabled

Enable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.

View QES Policy
The compliance panel in your BoldSign account.
View security policy
What it costs

Limits and costs to know before you send to a group with BoldSign

BoldSign includes signing groups on the Business plan and every plan above it. Prices are in USD.

  • $15 Business plan, per user a month Billed yearly, or $25 billed monthly.
  • $99 Premium plan, a month Billed yearly, or $138 billed monthly. Covers 250 envelopes a month, then $0.50 each.
  • $30 Enterprise API plan, a month Includes 40 envelopes, then $0.75 each. Test in a free sandbox first.
See pricing
Good to know
  • 1 signature closes the group’s step Within one signing group, two members cannot both be required to sign.
Related

More on contacts, groups, and team signing

  • Guide

    Send a document to a group of signers

    Every screen in the web app, step by step.

    Read the help guide
  • Guide

    Manage your contact groups

    Create, edit, search, and delete saved groups.

    Read the help guide
  • Guide

    Group signers in the BoldSign API

    The request fields and settings developers need.

    Read the documentation
Common questions

Frequently asked questions about signing groups

What is a signing group and how does it work?

A signing group lets several people share one signing step. In BoldSign, you send to a contact group, and any member can sign to complete it.

Can any member of the group sign the document?

Yes. Any member can sign, and only one signature is needed. The document then moves to the next step.

Will everyone in the group receive the signing request?

Yes. Every member of the group gets the signing request. The group’s member count shows when you add it as a recipient.

Can I edit a signing group after sending a document?

Yes. Change a group’s name and members anytime in My Contacts.

Are signing groups available on all BoldSign plans?

No. Signing groups come with BoldSign’s higher plans. The pricing page lists what each plan includes.

Will everyone be notified once the document is signed?

Yes. BoldSign sends a completion email that names the member who signed. The final document is attached, and you can track it with your other documents.

Does group signing work on mobile devices?

Yes. Members can review and sign from any phone browser. BoldSign also has a mobile app for iOS and Android.

Get started

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Last updated: October 19, 2026