Entrepreneurs who travel frequently for business promotion, meetings, and the establishment of new ventures have found e-signature a great convenience.
This is a common scenario. However, esignature can be complicated if there are many documents. E-signature is required for all documents. The e-signature technology currently offers bulk signatures.
It is possible to set up bulk sending facilities and e-signature in a few easy steps.
Preparing the Bulk Template Send
You can create a template in the dashboard by simply uploading your contacts. You can upload the list from your system in any format you prefer.
Most software can accept PDF, Excel, and Word documents. This facility can be used for one signature. This means that only the primary authority within the organization can sign the documents.
If there are additional signatures, check the section.
It is recommended to create a CSV file with the recipients' data. This makes it easier to import and export recipient data.
The possible discrepancies in the data will also be eliminated if the information is entered manually.
When creating a bulk mail template, a person initiating the send can add an Envelope Custom Field to the document.
This allows you to confirm whether certain fields are mandatory or optional. The ECFs allow for comprehensive analysis, storage, classification, and classification metadata specifications.
Confirm and Select the Authentication Method
It is essential to authenticate the e-signature. The e-signature is valid because it is signed electronically and the signer is not physically present.
This requires strong verification. End-user authentication is an additional security feature offered by trusted e-signature providers. The service provider will determine the type of authentication software.
Widget to Create an E-signature
To create a unique URL for your signing page, use the "Create widget" option. It is possible to do this only if the signing template has been assigned to one person.
A widget section will contain a code or link. This code could be embedded on the site or shared with recipients of the electronic signature document. You could attach the link to the bulk email.
Bulk Send Option
This professional method allows you to test the formatting, delivery, functionality, and appearance of the email before sending it to external recipients.
Before sending thousands of emails outside of the leading organization, the originator can send a test email to team members. Lacunae noted that there were some issues that could be solved before he gave the green light to bulk send. It is important to keep your credibility.
An incorrect document can damage the firm's reputation.
Bulk Sending E-signed Documents
After all technical requirements have been met and the email protocol has been tested, the originator may begin bulk sending emails with an e-signature.
The template used during the process would serve as the target list. The process will be easy, quick, and simple. Many organizations around the world use this setting to send bulk documents without errors using e-signature.
Track E-signed Documents Easily
Advanced technology allows recipients to track receipt of documents. It also allows for the evaluation of any subsequent processes.
If the recipient does not respond to the email, or if they delay the action, you can opt for reminder emails. It is also easy to retrieve signed documents. Business entities and other organizations around the globe can use e-signature as a valuable method of signing documents.
The Short
This process can be used to bulk send and sign documents using e-signature. It is easy to set up the template, and begin bulk sending the esigned documents.
In case of doubt, it is better to contact reliable esignature providers. Before you begin bulk-sending, make sure you thoroughly examine the documents.
Although e-signature is a relatively new concept, many people are still unsure about its use. We assure you that eSignature is a reliable way to sign and conclude documents.
E-signature is a feasible option for organizations that want to reduce delays and speed up the process. Double-layered authentication strengthens the authenticity of the signature and protects against misuse.
Do you need an electronic signature platform? Or do you have questions about bulk sending and signing documents using e-signature
