How to bulk invite people to sign a document?
You can now invite multiple users to sign your documents. The signed document can then be saved back into WorkDrive or Zoho Docs.
To invite signers, follow the below steps.
- Click More Options(☰) > Automate tab > Sign Collection > Start new sign workflow. The Sign Workflow tab will open.
- Click Add Signer to add the required number of signers. You can add upto 10 signers.
- Then select Setup Sign Workflow and enter the signer details as follows:
- To be signed by: Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
- Enter signer details: Enter the signer email id. Click Add Another Signer link to add multiple signers. You can add up to 10 signers.
- Click the Sign In The Above Order checkbox, to set a sequential order for signing. When you enable this option, the next recipient will receive an email notification once the previous recipient has completed the signing process.
- To be signed by: Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
For detailed help click here.
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