Select the Send in Bulk tool as explained earlier. The Send in bulk file upload page is displayed.
Send in bulk allows you to upload a form and use that as a template to create and send many (hundreds!) of unique agreements, each dedicated to one external signer.
Each agreement is insulated from the others and contains its own audit report. Each recipient is unaware of all other recipients.
The sender has access to the agreements through their Documents tab or through the Send in bulk template, which contains an Agreements report that tracks the overall status of the child agreements created from the template. Additionally, the sender can export the field-level data of all completed agreements in a CSV format using the Download Form Field Data action.
Send in bulk can be found by:
Add a file:
Upload (by search or drag-and-drop) the primary file that you are using to build your agreement template.
The selector on the right of the Select a file button allows you to choose from the source where the file resides. The default is your local system.
Once a file is selected, the configuration page loads.
1. List the participants required.
2. Enter recipient email addresses followed by commas, or copy and paste a list of email addresses into the Email field.
3. Configure participant authentication by clicking the key icon to the right of the participant.
3. (Optional) Add yourself and/or CC'd parties
(Optional) Add additional files if needed.
The initial file selected to start the agreement template is already attached.
Upload any additional file(s) that you require.
Edit the Agreement settings (Optional):
By default, agreements do not require a password to view the completed agreement, nor do they have reminders set for participants
Click Next in the upper right corner of the window.
The document is now ready to add any fields that you want the signers to fill in or sign.
If you have added multiple files, the files are converted into PDFs and combined into a single document. The combined document is opened for you to add fields.
Prepare the Agreement and Add Fields:
You can now add any necessary fields to the agreement. Remember that a Signature field must be placed for each signer (including internal counter-singers).
There are two methods to apply fields:
1. Simple Authoring is loaded by default in most instances. Simple authoring:
2. Advanced Authoring can be enabled by selecting the toggle in the upper right corner. Advanced authoring:
You can switch between Simple and Advanced mode by selecting the Advanced editing (on||off) toggle in the upper-right corner.
A confirmation message is shown verifying the agreement has been sent successfully.
There are three options to progress from the post-sending page:
Bulk sends can be managed from your Documents tab.