How to Remove Paperwork from Your Legal Processes with Bulk Send

Hey, everyone. Welcome back to the signNow video guide with a new helpful tip on how electronic signatures can transform your day-to-day document workflows.

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With multiple legal documents scattered across applications, devices, cloud platforms, and corporate emails, ensuring information security is more important now than ever.

signNow not only resolves this issue but satisfies every legal requirement regulating eSignatures. signNow provides a built-in audit trail to ensure that documents containing eSignatures are technically and legally sound.

Thanks to signNow, legal teams can easily eliminate forgery, improve security and compliance, and keep documents safe without any hassle.

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Here are a few tips on how you can delight your coworkers with a secure and consistent signing experience.

If you’d like to save time collecting signatures on multiple document copies, use signNow to send your contracts, agreements, and forms to several recipients at once.

Create a fillable template and send it to multiple people to sign. Go to your Template folder, click the More button next to the template you need to send, and select Bulk Invite. In order to use Bulk Invite, your template must contain fillable fields and at least one unassigned signer role.

You can either upload a CSV file containing a column with signer email addresses or enter them in the empty box. Customize the template name if needed. Select the destination folder for completed documents and click Send Invites.

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Let’s see what else you can do with signNow.

There are two types of fields when creating a document in signNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature.

Choose whether you’d like recipients to receive your invite in the order they’re signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.

Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.

Visit our Help Center if you need more help with signNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.

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If you work with documents on a regular basis, click the link in the description to try signNow for a period of 7 days absolutely for free!