How To Simplify Onboarding by Signing Documents in Bulk

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Whether your HR department is remote, in-office, or hybrid, there are tools you will need to ensure your processes run like clockwork. And it’s no secret that HR teams manage tons of paperwork. Getting printed documents signed and completed accurately can be tedious and time-consuming.

With the signNow eSignature solution, HR teams can reclaim working hours and reduce costs by going completely paperless. signNow empowers HR teams to digitize forms, streamline communication, and automate document processes.

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Wondering how? Here are some tips HR teams can use to save time and money with signNow’s eSignature solution.

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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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