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howto:send-for-bulk-esignatures

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howto:send-for-bulk-esignatures [2017/10/11 05:15]
mtariq
howto:send-for-bulk-esignatures [2017/10/11 17:55] (current)
Mahender Bist
Line 16: Line 16:
   - Click on ‘Continue’ button if you need to preload the information related to each bulk party before sending. Example: If school is sending a waiver form to parents to sign, they can pre-fill the known information related to their child before sending a copy of the form. Another example: If you are sending renewal forms to your customers, you want to make it as easy as possible for them to simply sign the renewal contract by pre-filling all the information and their respective contract amount etc. If you don’t want to pre-fill (upload information on each copy of the form), you can simply press ‘Send Now’ and send for bulk esignatures.{{:​howto:​m23.png|}}   - Click on ‘Continue’ button if you need to preload the information related to each bulk party before sending. Example: If school is sending a waiver form to parents to sign, they can pre-fill the known information related to their child before sending a copy of the form. Another example: If you are sending renewal forms to your customers, you want to make it as easy as possible for them to simply sign the renewal contract by pre-filling all the information and their respective contract amount etc. If you don’t want to pre-fill (upload information on each copy of the form), you can simply press ‘Send Now’ and send for bulk esignatures.{{:​howto:​m23.png|}}
   - Review the document created and press on the ‘Send’ button on the top right corner and the send invitation form will open. Click on ‘Download Template File’.{{:​howto:​mnq.png|}}   - Review the document created and press on the ‘Send’ button on the top right corner and the send invitation form will open. Click on ‘Download Template File’.{{:​howto:​mnq.png|}}
-  - Fill out the downloaded Excel with the values and save on your computer and upload using ‘Upload File with Values’. See example below in the screenshots – the highlighted portion is the pre-filled values to be loaded before sending the document to the recipient:​{{:​howto:​ggg.png|}}+  - Fill out the downloaded Excel with the values and save on your computer and upload using ‘Upload File with Values’ ​and close the file. Please note that you must enter date in correct date format selected in your template/​document and checkbox or radio button value to be selected should be marked as '​Y'​ in Excel. See example below in the screenshots – the highlighted portion is the pre-filled values to be loaded before sending the document to the recipient:​{{:​howto:​ggg.png|}}
   - After uploading the file, the button name will change to the file name. Now you are ready to click the ‘Send’ button.{{:​howto:​bulks4.png|}}   - After uploading the file, the button name will change to the file name. Now you are ready to click the ‘Send’ button.{{:​howto:​bulks4.png|}}
   - After sending, the bulk esignature dashboard will automatically refresh every 10 seconds while documents are being processed and provide the status of document being sent out. If you have hundreds of signers in your bulk esignature email group, you can close the dashboard and wait to receive a completion notification.{{:​howto:​img6.png|}}  ​   - After sending, the bulk esignature dashboard will automatically refresh every 10 seconds while documents are being processed and provide the status of document being sent out. If you have hundreds of signers in your bulk esignature email group, you can close the dashboard and wait to receive a completion notification.{{:​howto:​img6.png|}}  ​
howto/send-for-bulk-esignatures.txt · Last modified: 2017/10/11 17:55 by Mahender Bist