> **Source:** https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/group-invitee > **Site:** Leegality Knowledge Base — https://knowledge.leegality.com > **About:** Leegality is a document execution platform covering eSigning, stamps, NeSL, workflows, and REST API integration. > **Navigation:** Every article on this site has a plain-text version at `.txt` (this format). To get an index of all articles with their `.txt` links, read: https://knowledge.leegality.com/llms.txt > **AI Guide:** For instructions on how to navigate this knowledge base as an AI agent, read: https://knowledge.leegality.com/ai-readable.txt --- # Group Invitee Group Invitee allows the sender to send signing invitations to a group of authorized signatories. Using this feature, anyone or all signers in one group can sign the document, thus, reducing the dependency on a single signer. The Group Invitee feature eliminates this bottleneck, enabling faster document processing and ensuring that the document can proceed as soon as the required signatures are gathered. > **Tip — Example** > > Suppose on an offer letter, you need signatures of 2 out of 3 HR executives, you can create a group with all 3 HR executives and set the signer threshold to 2. Any 2 invitees can sign the document at their convenience, and once 2 signatures are collected, the group signing is complete. ## Activate Group Invitee #### V3 Workflow 1. On the **invitee card**, click on the **Convert to group** icon. 2. Enter the **Group Name**. 3. Enter the invitee details. (**Name, Email Address or Phone Number**.) 4. Click **+ Add invitee in group** to add more invitees to the group. (**Note:** Minimum two invitees are required in a group.) 5. Configure the **Invitee actions required for Group completion**. This specifies the number of invitees required to sign the document for successful completion of the group invite, with the threshold ranging from a minimum of 1 to the total number of invitees in the group. #### Workflow Creation 1. On the **invitee card**, click on the **Convert to group** icon. 2. Click **+ Add Invitee in group** to add more invitees to the group. **Note:** The workflow runner cannot add more invitees to the group, so it's recommended that the workflow creator adds extra invitees to the group to accommodate any future requirements. 3. Choose a **Signature Type**. It cannot be modified by the workflow runner. 4. Configure **Invitee Level options** as required. These cannot be modified by the workflow runner. 5. The workflow creator can configure the following options or leave them empty for the workflow runner to configure: - Group Name - Threshold - Invitee Details Now, for the **Invitee Details**, the workflow creator has two options: - Leave the **Name, Email Address and/or Phone Number** placeholders empty, allowing the workflow runner to enter these details when running the workflow. - Enable **Configure Invitee** and provide the Name and Email Address of the invitee. The workflow runner will not be able to modify these details. **Note:** If **Configure Invitee** is enabled, the workflow creator must provide at least one invitee's Name and Email/Phone Number. The workflow runner can add details for other invitees if the workflow creator does not configure it. #### V4 Workflow 1. On the **invitee card**, use the role dropdown at the top left and select **Group Signer** or **Group Reviewer**. In v4, a group is treated just like any other invitee — there is no separate Group Name field. 2. Click **+ Add invitee in group** to add invitees to the group, and enter each invitee's **Name**, **Label**, and **Email Address**/**Phone Number**. **Note:** A minimum of two invitees is required in a group. 3. Configure the **Invitee actions required for Group completion** (the threshold). This specifies the number of invitees required to sign the document for successful completion of the group invite, with the threshold ranging from a minimum of 1 to the total number of invitees in the group. 4. Just like any other invitee, use **Assign Documents** on the group's card to assign primary documents to it — the whole group is treated as a single assignable invitee. #### Workflow Creation 1. On the **invitee card**, use the role dropdown at the top left and select **Group Signer** or **Group Reviewer**. In v4, a group is treated just like any other invitee — there is no separate Group Name field. 2. Click **+ Add invitee in group** to add invitees to the group. **Note:** A minimum of two invitees is required in a group. The workflow runner cannot add more invitees to the group, so it's recommended that the workflow creator adds extra invitees to accommodate any future requirements. 3. Configure the **Invitee actions required for Group completion** (the threshold). This specifies the number of invitees required to sign the document for successful completion of the group invite, with the threshold ranging from a minimum of 1 to the total number of invitees in the group. 4. For each invitee's **Name**, **Label**, and **Email Address**/**Phone Number**, the workflow creator has two options: - Leave the placeholders empty, allowing the workflow runner to enter these details when running the workflow. - Provide the details yourself. Whether the workflow runner can modify them depends on the visibility and editability the creator sets on those fields using [Field Properties](https://knowledge.leegality.com/document-execution/workflows/v4/setup-configuration/field-properties). 5. Just like any other invitee, use **Assign Documents** on the group's card to assign primary documents to it — the whole group is treated as a single assignable invitee. > **Info — Note** > > The eSign types and Invitee Group level options will be applicable to everyone in the group. > **Info — Note** > > Invitee Groups are also compatible with the “Reviewer Role”. ## Signing Journey for Group Invitee Once the signing invite is sent with the group invitee configured, the signer can sign the document. During the signing journey, the signer can see the group invitees by clicking on the **invitees** option Proceed with the signing of the document. Once the document is signed by any of the group invitees(depending on the threshold set while configuring the group invitee), the document gets completely signed. Once the document is completed, the signed document will be sent to all configured invitees in the group. > **Tip — Example** > > If the Group has 3 invitee and threshold is set as 2, the invitation for other signers gets expires once 2 invitees sign the document.