The difference between document groups and document group templates in SignNow is similar to the difference between documents and templates. A document group can be sent and signed only once, while a document group template is reusable and can be adapted for multiple scenarios.
Both features let you combine several documents into one invitation and assign separate signers to different files within the group. Each signer sees a checklist of documents they must complete, ensuring nothing is overlooked.
Document groups – Once completed, the group is finalized. As the sender, you can download the signed files or add your own content to them individually, but you cannot reuse the group itself. This is best for one-off situations, such as a single client project, a legal dispute, or an internal approval package that won’t repeat.
Document group templates – These remain editable and reusable. When you send one or many copies in bulk, SignNow generates a fresh copy for signing while keeping the original template intact. You can customize each invite by editing templates, adding new ones, adjusting signer emails, or changing signing order. Templates can also be shared across team folders, making them collaborative. This is ideal for recurring workflows, such as HR onboarding packets, patient intake forms, or vendor compliance agreements—any case where the same set of documents needs to be signed by different people over time.
Key difference in setup:
A document group is created and managed like a single document or template.
A document group template follows a separate flow designed for repeat use and customization.
{*note: If you've already set up or even sent a document group that you would like to keep reusing as a group template, you can quickly create a group template out of an existing document group in any status.*}
