configure bulk send for signing

How to send merged document for sign collection?

Writer now can send merged documents for sign collection.

  1. After selecting the data source and inserting the merge fields, click on Merge & Send for sign collection under Choose Output.



2. In the Merge and Sign pop-up, enter the details of your signers in the Signer Details tab.

  1. To be signed by: Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
  2. Enter signer details: Enter the signer email id. Click on the plus icon to insert a merge field to your signer details. You can add up to 10 signers. 
  3. Enter a unique title to your email.
  4. Enter email subject and message, if required.
  5. Add additional attachments to your email. 



3. Click Advanced Settings tab and do the following:

  1. Set expiry and reminder to collect the sign.
  2. Choose the actions to be performed after signing: You can choose to add the signed documents to any folder inside Writer. Also, choose to email the signed documents to any email id.


 Now, hit save.

For more details click here

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