Step 1: Once the document is created, on the invitee page click on the “Convert to group” option.
By default, an additional invitee configuration will appear on the invitee card.
When the threshold is set to 1, the group invitation will be completed if any one signer signs the document.
The threshold set for the group can be viewed on the details page.
Step 2: While running the workflow, on the invitee page configure the invitees/reviewer's details and the threshold will be the same as configured while running the workflow.
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.
You can also watch a video explaining the group invitee process in detail here: Group Invitee