Send an envelope to a team with signer group

Create or send an envelope send an envelope now accepts recipient_type: "group". Instead of naming one recipient, pass a group object with a name and a members array. The group acts as a single recipient slot, and whichever member signs first completes that step for everyone else in it.

{
...
  "recipients": [
    {
      "recipient_id": 1,
      "recipient_type": "group",
      "group": {
        "name": "Legal - Authorized Signer",
        "members": [
          { "email": "[email protected]", "first_name": "Alice", "last_name": "Wong" },
          { "email": "[email protected]", "first_name": "Bob", "last_name": "Singh" }
        ],
        "signing_rule": "any"
      }
    }
   ]
 ...
 }

We've also introduced a new endpoint to fetch action links for all the recipients in a single request.

{
  "recipients": [
    {
      "recipient_id": 39443879,
      "intent": "signer",
      "email": "[email protected]",
      "first_name": "Jane",
      "last_name": "Doe",
      "url": "https://dl.signeasy.com/signaturerequest?hash=abc123..."
    },
    {
      "recipient_id": 39443880,
      "intent": "signer",
      "email": "[email protected]",
      "first_name": "Mark",
      "last_name": "Jones",
      "url": "https://dl.signeasy.com/signaturerequest?hash=def456..."
    }
  ],
  "recipient_groups": [
    {
      "group_id": 39443878,
      "group_name": "Legal - Authorized Signer",
      "signing_rule": "any",
      "recipients": [
        {
          "recipient_id": 39443879,
          "intent": "signer",
          "email": "[email protected]",
          "first_name": "Jane",
          "last_name": "Doe",
          "url": "https://dl.signeasy.com/signaturerequest?hash=abc123..."
        },
        {
          "recipient_id": 394438453,
          "intent": "signer",
          "email": "[email protected]",
          "first_name": "Anderson",
          "last_name": "Smith",
          "url": "https://dl.signeasy.com/signaturerequest?hash=abc123..."
        }
      ]
    }
  ]
}

This helps you send an envelope to a department or team to get it signed from one of the available members.

Signer Groups are available on the API Advanced Plan. Reach out to [email protected] or your Signeasy account manager to get it enabled.