How to create a bulk sign document?

Modified on Sat, 26 Oct at 12:35 PM

Follow the steps below to create a bulk sign document on your own.

First, navigate to ‘Z-Vault’ and click ‘Create’ to start creating a bulk sign document.

Then select the ‘Bulk Sign’ tile and click ‘Next’

Now you can upload the files you want to process.

Upload a File

Select the file required, from the ‘Upload’ section.

Once the required file is selected, the file details will be displayed. (File Name, Type and Size)

Multiple files can be uploaded by selecting the ‘Upload’ icon again.

Any uploaded documents can be deleted by simply selecting the ‘Delete’ icon after the document.

Once the desired documents are uploaded, select the ‘Next’ button to move on to the next step of adding recipients.

The document upload status will be displayed at the bottom of the ‘Add recipients’ page.

There are three different upload status types. The final one is ‘Document Preparation Done’.

Assign Recipients

·Select the ‘plus’ icon displayed inside the ‘Add step’ box.

Select Contacts/ Group of contacts to create the steps

Bulk Sign step should be the last step and it cannot be the only step in the workflow

To add bulk sign step, select ‘Bulk Step’ from ‘Step Type’

And then assign users for that step

Click ‘Done’ to finish

If you want to check step details, click info icon

Once you create the workflow adding all the required steps including bulk step as the last step, the ‘Next’ button enables

To continue click ‘Next’

Now you can assign tools for the users in the steps from the following ‘Action’ window.

Add Tools

From your opened document, a toolbar will be displayed with all the available tools that can be added to your document.

Opening the drop-down menu, select the required step to which you wish to add a tool. The first step will be selected by default.

Each step must include at least one tool to complete the workflow.

When adding a tool, drag and drop the required tool to place it within your document.

Size of the added tool can be adjusted as required.

Each tool is color-coordinated according to the step to which it was added. The document preview displays color-coded tags on the pages where tools have been added.

The tools added can also be edited. To do so, select a tool to open its properties panel.

The selected tool can be deleted or renamed as required.

Each tool has properties that can be defined or edited.

Review

Add the ‘Document Name*’ and ‘Description’.

The ‘Document Name’ field is mandatory. The ‘Next’ button will be disabled until this field is updated.

Then you have the option to add a security option to the document by enabling ‘Password Protect Document’. To enable that, slide the toggle towards right side.

Then opens the text box to add a password to your document.

Type your password. (This password will have to share with other users in the workflow to open the document)

Next you can add an ‘Expiration Date’ to the document ass needed

Notify User(s) can be disabled if needed. This will stop all notifications to all users in the workflow.

If all good, click ‘Next’ button to finish the process

Check your Z-Vault In-Progress basket to view the bulk sign document you created.

It should display the document status with signature status of bulk step users.