Bulk Sign

Bulk Sign

Available only in Enterprise Edition

The bulk sign allows the signer to sign multiple documents in one go for the documents that have been created within the same organization, given that all the documents that are to be signed have repetitive fields.

Note: The documents need to be created in bulk with the same set of fields either from bulk send, Templates, Signforms, or native integrations like People or Writer.

Prerequisites

  1. The bulk signer must have only profile fields to sign, in addition to the signing date.
  2. Both the bulk signer and sender must be of the same organisation.
  3. Only Signer action is allowed.
  4. The documents must not have any authentication. (SMS, Email or Offline Mode)

Steps to follow when a signer wants to bulk sign

  1. From the left navigation pane, click Settings > Documents, then click Need your Signatures under the Received option.


  2. In the new modal, the signer can find a list of documents that can be bulk signed.


  3. Select the documents you wish to sign and click the Sign in bulk button.


  4. If the above-mentioned prerequisites are satisfied, the documents can be signed in bulk, and if not, you will be alerted that the particular document does not match with the bulk sign compatibility.


Note: Currently, a maximum of 10 documents can be bulk signed in one go.


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