Participant

Question

Ability to save Recipient Groups for reuse

Forum|Forum|6 years ago
April 30, 2020
7 replies
3653 views

We send a document to the same recipient group every month. There should really be a way to save the recipient group so that we don't have to type in all of their email addresses every month.

Taylor Lynch

Participant

I believe this has been solved! In the account settings, you can now see a recipient groups option under address book and this seems to be working for me!

S

StaceyWB

Participating Frequently

I'm uncertain why this isn't a feature, yet. Is it on the roadmap?

Meenakshi_Negi

Legend

Hi StaceyWB,

Thank you for reaching out.

We do not have the information if this is included in the roadmap for future updates. However, you may share your suggestion with the team on this via the following page: https://adobesign.uservoice.com/forums/21617-acrobat-sign-general.

Thanks,

Meenakshi

Taylor Lynch

Participant

Seeing if there is an update to this request. I am not sure why groups don't save, but individual users do. This would be VERY helpful. I use the same recipient groups almost daily.

P

Pieke24687135x0f6

Participant

Already an update to this request?

K

Kevin21971107u4dn

Participant

Is there an update to this request?

R

Rodney5FBA

Participant

Hi

Any update on this simple requirement?

D

defaulte4kcetmum9cd

Participant

I spent some time searching for this option as well and it is such a simple concept but doesn't appear to be a feature. I'm not sure why? Having to entered a long list of receipients everytime I complete a form to send in Adobe Sign is cumbersome. You should be able to easily save a reciepient or distribution list.

C

CSM_Shannon

Adobe Employee

Hi,

If you are using the Adobe Sign Business or Enterprise plans you can save recipient groups by using the custom Workflow Designer. Here is how to create a recipient group using Workflow Designer allowing you to have this as a repeatable process - https://helpx.adobe.com/sign/kb/how-to-enable-recipient-group-option-in-workflow-designer-adobe-sign.html

For your convenience, here are the different Adobe Sign plans and included features - https://acrobat.adobe.com/us/en/sign/pricing/plans.html?promoid=65FN7V4N&mv=other

Be well,

~Shannon

A

AT.PolarAuthor

Participant

Hi Shannon,

I have tried this already. I sent a document to a test group and gave it a name. When i try to send a second document i type in the group name and then try to send and it says the group does not include any recipients.

Thanks,

Alex

C

CSM_Shannon

Adobe Employee

Hi Alex,

I hope you are well. I tested this myself and contacted customer support. At this time, by design, you can enter only one email address when creating a recipient group in a custom workflow. The other emails that are part of that group will need to be added at the workflow send page.

Thank you and have a nice day,

Shannon

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