Signing Groups

What are signing groups?

The Signing Group feature allows transaction creators to specify a group email address, rather than an individual, as a signer. Anyone with access to the group email address can sign the document.

For example, a mortgage lender creates a transaction that requires a signature from the borrower, followed by a signature from a construction company. Anyone from the construction company is authorized to sign, but they don't know who will be available after the borrower signs.

By configuring the transaction to go to a Signing Group, the mortgage lender ensures that the deal moves forward without unnecessary delays since the first person to see the email can sign on behalf of the construction company.

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Signing groups are currently in a limited release

• Signing groups are only supported via the Proof API.
• UI support and additional capabilities will be supported in the future.
• Signing groups are not supported on the mobile application - signers will need to use our responsible mobile web experience or sign on a desktop device.

Setting up a signing group

Signing groups are configured when signers are added to the transaction, via the Create Transaction endpoint or the Update Draft Transaction endpoint.

When adding the signer object or signers array, you can add a signing_group object instead of providing a signer email.

JSON

POST https://api.proof.com/v1/transactions

{
  "signer" : {
    "signing_group": {
      "shared_inbox_email": "[email protected]"
    }
  },
  "draft": true,
  "documents": {
    "resource": "https://www.w3.org/WAI/ER/tests/xhtml/testfiles/resources/pdf/dummy.pdf",
    "requirement": "notarization"
  }
}