🚀 Send a signature request to multiple recipients (group or individual)

🎯 Objective

Send the same signature request to multiple recipients by choosing between a grouped request (everyone signs the same final document) or individual requests (each recipient receives and signs their own document), with the option to pace notifications using a signing order.

📝 Prerequisites

• An active Ugosign account.
• A document ready to send (template or contract).
• Recipients’ email addresses.

📍 Steps

1. Send a new request
   From the Signature page, click New request, then select a document to send.
   
2. Add recipients
   Specify whether your company is a signer, then add recipients’ emails. You can set an order if needed.
   
3. Choose the sending mode
   
   • Grouped request: all recipients sign the same document and a single final document is generated.
   • Individual requests: each recipient receives their own document and a final document per recipient is generated.
   
4. (Grouped request) Set pacing and order
   Choose how to notify recipients:
   • Sequential (paced): enable the “Preserve order” option and arrange recipients in the desired order (drag-and-drop). As long as the 1st hasn’t signed, the 2nd isn’t notified, and so on.
   • Mass send: all recipients are notified at the same time.
     

1. Review and send
   Re-read the summary (chosen mode, order, messages, attachments), then click Send.

✅ Expected result

• Grouped mode: a single final document signed by all recipients (notifications sent simultaneously or sequentially according to your setting).
• Individual mode: a separate final document for each recipient, sent and signed independently.

💡 Good to know

• The mode (grouped vs individual) and signing order can no longer be changed after sending.
• Combine sequential order with automatic reminders to speed up completion.
• Add a personalized message to explain the context (useful in grouped mode with an order).

🔗 Related resources

• 🚀 Send your first signature request (step-by-step guide)