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03. Sender: Bulk Add Signers to Your Document! πŸ“Š

Do you have a lot of people who need to sign a document? Our Bulk Add feature lets you quickly add multiple signers at once, to save time.

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Written by ROBIN BAKSHI
Updated this week

Summary Table ✍️

Action

What It Does

What to Remember

Click "Bulk Add"

Opens a pop-up window for pasting signer information.

Use this for documents with many signers.

Paste Signer List

Puts all signer details into the system at once.

Copy your list from a spreadsheet or a text file.

Follow the Format

Ensures all information is correctly imported.

The format is: Name/Last Name/Email/Phone. Email is required.

Introduction:

This article explains how to use the Bulk Add feature in eSignatureOnline to quickly add multiple signers to your document with a simple copy-and-paste.


Steps:

  1. Go to the "Signers" Tab: After uploading your document, click the Signers tab at the top.

  2. Select Bulk Add: Click the Bulk Add button βž• to open the bulk upload window.

    Please Note: The Images may look different from the actual image. This image is only added for illustration purposes only. πŸ–ΌοΈ

  3. Prepare Your List: Before you paste, make sure your list is in the correct format. Each signer needs to be on a new line, and the information should be in this order: Name/Last Name/Email/Phone.

    • Note: The email address is a required field. If you don't have a phone number, you can simply leave that part blank.

    • Example: John Doe/john.doe@company.com/1234567 Lisa/lisa@company.com

  4. Copy and Paste: Copy your list of signers from a spreadsheet or text document and paste it directly into the text box.

  5. Add Signers: Click the Bulk Add button. The system will process your list and add all the signers to your document instantly.

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