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Create a Document Group Templates

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Distinguish Document Group Templates from Document Groups

You can use document groups if you are invited or want to invite signers to complete certain documents. It will allow the signer to see a full list of documents one should deal with.

In ordinary document groups, you can keep documents together and even send them to signers. Document Group Templates enable you to create a template, name it, invite signers to add a new signing step and after a reviewal complete it and send it out for signing.

For more details see the video How to Document Groups in Sign Now.

Select Document Groups in the left screen Menu.

In the pop-up Menu, choose the button Create a Document Group and name it.

Now you can choose and add documents or templates to your group. Mind that the feature is only for the documents with fields.

Once the documents are in the group, click the Quick Invite button to invite signers.

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What our customers say about pdfFiller

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nancy

2016-02-26

Just started. Quite happy so far. Still a little confused. When I am bringing up the same patient from last week when we just signed up, kind of confusing for us. It is okay now when we see the small icon to print from, because we only have two patients, but it is a trial and error because you can't really read the patient's name until the last phase of the print screen. This will be an impossible task once we get 10-20 patients. We need to learn more about it. Also, do you have a clearinghouse feature so that we can just submit the claim electronically?

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Tony B

2017-03-20

At first I did have problems figuring out how to use it. I don't see a "copy/paste" button and wish there was one. Overall, as I start to use it more and more I am liking it. Regards.

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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I share files with Google Groups?

On your computer, go to drive.google.com. Click the folder you want to share. Click Share. Under “People,” type the email address or Google Group you want to share with. To choose how a person can use the folder, click the Down arrow. Click Send.

Can you create folders in Google Groups?

Keep Your Favorite Groups Organized In Folders Joining up with interest groups and keeping track of them can become disorderly. Google Groups helps you create folders. As the screenshot shows, you can choose to hide the unread counts.

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