SignOnTheGo now offers a bulk signing workflow that allows you to send documents that require signing by multiple and separate partners in a single transaction. This workflow is ideal for:
1. Choose the “Me and Partners” or “Others” workflow on the dashboard.
5. Once the partners are added, you can choose to add additional partners, remove individual partners or remove all participants and start over with a new list.
IMPORTANT! Be sure to choose the proper “role” you wish the bulk participants to have in the signing process. This will be applied to all bulk participants. If you require a group of bulk participants to have a different role, you can add a second “list” or individual bulk partner to the process with the preferred signing role.
6. After clicking proceed you will be taken to the field editor screen. Please note that if you (as the document initiator) require to edit the content of any of the fields in the document, you will need to double click in the fields and do so. You will not be given an opportunity later in the process, unless you have added an alternate email for yourself in the signing workflow. We anticipate expanding document initiator roles in the bulk signing process in the near future.
IMPORTANT! Be sure to “unassign” the fields you do not want the bulk signers to have access to as necessary and click continue to send the document.
CSV File Requirements for Uploading to the Bulk Signature Process: