Sending Invites for Document Groups
When setting up document group templates, signing steps for each document are assigned to steps. You can see the steps for each form, along with the signing role assigned to those steps, listed under "Actions."
- Just like you would specify document names for regular invitations, start by specifying a name for the document group. Again, putting something like "Registration packet 1021296" so that it is easy to find is helpful.
- Specify the recipient, using an MBU email for students.
- Select the arrow next to email settings to customize the subject and message of the email, if you would like.
- When you're ready, hit send invite.