From address book to named groups
Team workspaces already keep saved recipients. Recipient groups go further: you name a set once and reuse it whenever you send. See Recipient groups on Capabilities for the product overview.
Firms that send the same sealed packs to the same people every month stop rebuilding the list from scratch. Groups sit on top of the Pro address book model and scale for Team collaboration.
How it works
The reuse workflow is simple:
Save recipients in the address book
Add people you contact regularly — with the delivery details your workspace already uses.
Create a named group
Group partners, AP contacts, or stakeholders under a clear name so the list is recognizable next month.
Reuse on seals, shares, and requests
Select the group when sealing, sharing, or sending a document request — no retyping the same roster.
Respect channel preferences
Pair groups with Email, SMS, or WhatsApp when you send. Delivery options are explained in multi-channel notifications.
Why groups beat one-off recipient entry
- Fewer typos when the same AP desk receives monthly packs.
- Consistent stakeholder sets across seals and document requests.
- Faster handoffs when teammates share the same Team address book.
Plans and availability
Frequently asked questions
What is a recipient group?
A named list of saved recipients you can reuse on seals, shares, and document requests instead of entering contacts one by one.
Which plan includes recipient groups?
Team. Groups build on the Pro address book for repeat sharing workflows.
Can groups use different notification channels?
Yes. Pair groups with Email, SMS, or WhatsApp channel preferences when sending. See multi-channel notifications.