Bulk Send Documents for Electronic Signature
How to bulk electronic signature?
Bulk inviting means you create a single template then upload a list of people you’d like to invite.
Create a Template
In order to make use of the Bulk Invite feature, you must be inviting from a template. If you have not yet uploaded a document, do so before proceeding.
Make Sure Requirements Are Met
After you’ve created the template, there are a few other requirements that must be met before the Bulk Invite feature is accessible. They are as follows:
Requirement 1: Set Up Roles On Your Template
There must be at least one role created in your template.
- Open the template
- Click on any field from the Fields section
- When prompted, enter a name for the first role
- You can click on Add Signer if you ever have other signing roles (then click on Done)
- Insert your desired fields wherever you need them
- When finished, click the green Done button
Requirement 2: Ensure Only One Role Is Unassigned
If you have added more than one role, you must ensure that you either:
- Enter a fixed email address OR
- Click in the Sender checkbox (the person who logs in to invite becomes that role)
- Navigate to your template
- Hover over its name
- Click More — Edit Signing Order
- Enter a specific email address or click the checkbox for Sender for all but ONE role
- Click Save Settings
Requirement 3: Lock The Signing Order
If you have only entered a single role, then will automatically lock the signing order for you. If you have added more than one role, however, you MUST click on Save Settings (as shown above) to lock that signing order.
(Optional) In Preparation: Create A Sub-Folder in The Archive
In Step 4 below you will choose a sub-folder within your Archive folder in which to store documents from the Bulk Invite. It can not be created at that time so if necessary please do so before beginning the Bulk Invite process.
- Click on Archive in the left sidebar
- Click on New Folder
- Give your new folder a name when prompted
You’re Ready To Send The Bulk Invitation
Bulk Invite Step 1: More — Bulk Invite
Navigate to your Templates folder, hover over the appropriate template and click on the More button on the far-right. Then select Bulk Invite to begin the process.
Bulk Invite Step 2: Enter Recipients (CSV Upload or Manually)
You can either upload a CSV (comma separated values) file that contains a column with all of the email addresses or enter them manually into the empty box.
You can also copy a list of email addresses there, and the following should all work:
- Space between email addresses
- Pressing the tab key between email addresses
- Typing a comma between
- Typing a semi-colon between
Bulk Invite Step 3: Choose Document Name
The name you choose here will be prepended to the signer’s email address to create the document name. So if you invite [email protected] to sign (and they are the first in the list), and enter BillOfSale the document name will become BillOfSale_0_t.sawyer. NOTE: The number increases with every additional invited signer.
Bulk Invite Step 4: Select Destination Folder
Pick a folder that exists in your Archive folder, to store all of the signed documents. Ideally, you would select a folder that is unique to this set of invites so you can more easily view/track those documents. Creating a folder called “Bulk” in your Archive folder and choosing it every time will lead to an abundance of different documents in there, for example.
Bulk Invite Step 5: Click On Send Now
When you click on Send Now the invites immediately go out. You can also customize the message and/or the subject before sending.
Viewing/Tracking Documents From Bulk Invite
1. You can navigate to the sub-folder that was created within your archive and see the status of each of your documents (document name, who was invited and whether they have signed)
2. You can click on the same More button that you used to access Bulk Invite and instead select View Documents. This allows you to see all of the documents that have been produced from that specific template.
3. There is an optional CSV that you can download that contains the following information for each document: document ID, document name, date created, date updated, invitee.
Archiving documents within your digital workflow
When you decide to digitize your business operations and make them full paperless, organizing your online workplace in the most convenient way becomes no less important than organization and design of your physical office. In a nutshell, you would want to have more free space and you wouldn't want to spend time on scrolling through dozens of the previously used documents.
Deleting older files for good is NOT an option for so many reasons, potential future use of the same documents as templates being only one of them.
Archiving documents is a handy alternative to deleting. In signNow, archiving can be carried out for a separate document or in bulk, for multiple documents.
Archive in signNow can be organized in multiple folders and sub-folders.
This means you can arrange your archives by years, or projects, or types of activities, or departments, or in any other way convenient for you.
Archiving one specific document is a one-click operation. See the screenshot.
However, when it comes to rearranging your digital workspace, you would probably prefer archiving multiple documents at the same time. In this case, go to Documents and click Bulk Archive button at the top of your Documents list.
Then you can select the folder for archiving and set the time range of the documents to be archived.
Whenever you need to return to an archived document, you can always unarchive it in one click.
Your step-by-step guide — bulk send documents
The vital conceptual benefit of the signNow eSignature solution for business automation is actually a single data space that goes beyond the organization but reflects a unique business worlflow. You can bulk send documents for electronic signature, give an invite link to your companions, vendors or teammates. Our groundbreaking service simplifies the audit and evaluation stages. It enables you to run the workflow more flexibly without involving external work force. You may indirectly enhance the relationship between partners and allow them to boost customer service.
How to fill out and sign a bulk signature:
- Create your username and password free of charge or log on if you already have one particular.
- You can enter with the Single sign-on feature if you possess the signNow user account.|If you have the signNow account, you may sign in using the Single sign-on feature
- Transfer the record from your handheld or desktop device.
- Alternatively, you may upload the necessary file from your cloud storage. Our browser-based solution is compatible with the most advised repositories: Google Drive, OneDrive, DropBox.
- Quickly make changes to your form with our sophisticated but straightforward PDF Editor.
- Type the textual content material, include pictures, leave your annotations or remarks, etc..
- You may configure fillable elements of various kinds: text or date, calculated or dropdown, and much more.
- Arrange and put in place the attachment require.
- Put in the Signature Field for emailing to sign and collect in-person or numerous eSignatures. You can self-sign the template if applicable.
- Finish adjustments using the Done button and begin to bulk send documents for electronic signature.
signNow is the best alternative for automation of company procedures and solution to bulk send documents for electronic signature and speedy challenges concluding for companies of all levels with regards to employees and complexity. Users can interact both internally and externally with providers and consumers. Try out all the benefits now!
FAQs bulk documents sign
How do you create a document that can be signed electronically?Open the PDF you want to have signed in Acrobat or Acrobat Reader. Click signNow in the right pane or choose Tools > signNow. The Send For Signature Using signNow landing page is displayed. ... Do the following: ... Click Next. ... When you've placed all desired fields in the document, click Send.
How do you create a document that can be electronically signed?Open the PDF you want to have signed in Acrobat or Acrobat Reader. Click signNow in the right pane or choose Tools > signNow. The Send For Signature Using signNow landing page is displayed. ... Do the following: ... Click Next. ... When you've placed all desired fields in the document, click Send.
How do I create a digital signature?Click the link. Your document should open in an <a href="https://www.signnow.com">electronic signature</a> tool such as signNow. Agree to electronic signing. You may be asked to agree to sign. ... Click each tag and follow the instructions to add your digital signature. Verify your identity and follow the instructions to add your digital signature.
How can I get a free electronic signature?Create a signNow account. It only takes a few seconds. Upload your document to your account. ... Select who needs to sign your document. ... Prepare the document for signature. ... Sign the document or send it out for signature.
How do I get an electronic signature?Draw your signature using your finger or a stylus. If you have access to a touchscreen, you can use your finger to create an <a href="https://www.signnow.com">electronic signature</a> directly in your document. ... Upload an image of your signature. ... Use your cursor to draw your signature. ... Use your keyboard to type in your signature.
How do I get signNow for free?Yes, you can download the mobile app and create a free signNow account directly within the app to get started. Signing is always free and you can send three free signature requests with your free account.
How do I send an electronic signature?Open a PDF in Acrobat. Click the signNow tool in the right pane. Enter recipient email addresses and type a custom message if desired. Click Next. Click to accept automatically-detected form and signature fields or drag fields into the file from the right pane. Click Send.
How do I add a signature block to a PDF?Open signNow. Click on the Tools menu on the upper right. Expand the Forms section and click Edit. If prompted to auto-detect form fields, click No. Under the Tasks section, click Add New Field > Digital Signature. Drag a rectangle to create the desired size of the signature field.
How do I create a digital signature block in signNow?If so, in Acrobat DC you click the Prepare Form icon in the right hand pane but don't select the check box at the bottom that says something about signatures. You'll then be able to select the digital signature field tool in the toolbar at the top to create a digital signature field.
How do I create a signature block in signNow?Open signNow. Click on the Tools menu on the upper right. Expand the Forms section and click Edit. If prompted to auto-detect form fields, click No. Under the Tasks section, click Add New Field > Digital Signature. Drag a rectangle to create the desired size of the signature field.
How do I create a digital signature in signNow?Open an existing PDF document using signNow. Click Tools > Certificates. Click Digitally Sign. Using the target cursor, drag and place the appropriate sized rectangle where you would like the digital signature placed. Click Sign.
How do I create a multiple signature in signNow?Click the Add Files button and choose the document you want to upload. Check the box next to Preview & Add Signature Fields. Then click the Next button. From the Select Participant pull-down menu, choose a signer and then drag and drop a signature field to the desired position in the document.
How do I create a digital signature in signNow 2017?In Acrobat, click the Edit menu and choose Preferences > Signatures. On the right, click More for Identities & Trusted Certificates. Select Digital IDs on the left, and then click the Add ID button . Select the option A New Digital ID I Want To Create Now, and click Next.
How do I add a signature to signNow?Log in to your signNow account and navigate to Account > Personal Preferences > My Signature (Or search for My Signature) Click the Upload button under Your Saved Signature. Upload an image or stamp of your signature.
How do I add an image of my signature to a PDF?The tools for creating a signature appearance are found under Preferences > Security. Look for Digital Signatures > Appearance, click New, select Imported Graphic and click File. You then select the page of a PDF file, just as you did with the stamp tool.
How do I change my digital signature in signNow?Choose Edit > Preferences (Mac: Acrobat > Preferences) to open the Preferences dialog box, and choose Security from the Categories menu. Click New in the Digital Signatures preferences to open the Configure Signature dialog box. Enter the new signature's description and information (see Figure 2).