Group Invites - Get documents executed by anyone from a group of invitees without manual intervention

Certain documents - like your loan agreements -  need to be signed/approved by one or more authorised signatories before they can be executed. Usually, when the authorised signatory is unavailable, there is a group of other internal stakeholders who can sign or approve the document instead.

In the physical flow, these documents need to be sent to each of the signers/reviewers in turn - and manually followed up - till it is signed. This increases the TAT of executing documents.

That’s why we have Group Invites on Leegality.

With Group Invites, senders can add multiple authorised signatories to the same group and send them a simultaneous invite.

On Leegality, Group Invitees are of 2 types:

  1. Group Signers are a group of authorised signers who can view and sign a document. The sender can set a threshold for the number of signers required to sign the document to proceed.

Once the threshold is met, the document will automatically proceed to the next step and all signers in the group will be notified that the document is signed.

  1. Group Reviewers are a group of reviewers, one or more of whom need to review and approve a document. The sender can set a threshold for the number of reviewers who need to review the document to proceed.

Once the threshold is met, the document will automatically proceed to the next step and all signers in the group will be notified that the document is reviewed.

Depending on their availability and other factors, any one person from the group can sign/review the document and proceed - without manual follow-ups.

How Group Invites work

In the sending journey, the sender can click on the Group icon to create a group of signers.

They can then add the invitee details of each signer in the group and set the signature type for the group.

On the same card, they can pick the required number of signers under “Invitee actions required for Group completion”

In the sending journey, the sender can click on the Group icon to create a group of signers.

They can then add the invitee details of each signer in the group and set the signature type for the group.

On the same card, they can pick the required number of signers under “Invitee actions required for Group completion”

For Group Reviewers, the sender can create a group and click on the ‘Reviewer’ icon.

This will prompt Reviewer Options. Here, they can choose to add Reviewer response in the Secure Audit Trail.

Once the details of each reviewer are added, they can pick the number of reviews required for group completion.

For Group Reviewers, the sender can create a group and click on the ‘Reviewer’ icon.

This will prompt Reviewer Options. Here, they can choose to add Reviewer response in the Secure Audit Trail.

Once the details of each reviewer are added, they can pick the number of reviews required for group completion.

In the signing journey, the eSigning/reviewing link will be simultaneously sent to all the invitees in a group.

The link will be active till the required number of invitees have signed/reviewed the document.

Once this is met, the document will automatically proceed to the next step.

In the signing journey, the eSigning/reviewing link will be simultaneously sent to all the invitees in a group.

The link will be active till the required number of invitees have signed/reviewed the document.

Once this is met, the document will automatically proceed to the next step.

Here is a quick peek into the actual product.

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

Pass the document that you need to check through Leegality eSign Verifier

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In the sending journey, the sender can click on the Group icon to create a group of signers.

They can then add the invitee details of each signer in the group and set the signature type for the group.

On the same card, they can pick the required number of signers under “Invitee actions required for Group completion”

Step
2
/
3

For Group Reviewers, the sender can create a group and click on the ‘Reviewer’ icon.

This will prompt Reviewer Options. Here, they can choose to add Reviewer response in the Secure Audit Trail.

Once the details of each reviewer are added, they can pick the number of reviews required for group completion.

Step
3
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3

In the signing journey, the eSigning/reviewing link will be simultaneously sent to all the invitees in a group.

The link will be active till the required number of invitees have signed/reviewed the document.

Once this is met, the document will automatically proceed to the next step.

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Next step

Benefits of Group Invites

  • Prevent manual follow-ups and delays in document execution due to unavailability of authorised signatories 
  • Reduce TAT of document execution when multiple authorised invitees can sign/review a document.

Benefits of Group Invites

  • Prevent manual follow-ups and delays in document execution due to unavailability of authorised signatories 
  • Reduce TAT of document execution when multiple authorised invitees can sign/review a document.

Benefits of Group Invites

  • Prevent manual follow-ups and delays in document execution due to unavailability of authorised signatories 
  • Reduce TAT of document execution when multiple authorised invitees can sign/review a document.
How to get started with
Group Invites

Get in touch at enquiry@leegality.com to start using Group Invites.

More on
Group Invites