Bulk send means you can send a document for eSignature to a list of multiple main recipients while automatically populating data from each of these user’s profiles within the document.
Each employee in this list is considered a main recipient of their own document for eSignature. Just like a document for eSignature that has a single main recipient, with bulk send you can also add an ordered list of multiple recipients for signature.
This feature is particularly handy if you need employees to confirm their details and sign, followed by having their manager sign-off on each for approval.
Before you begin
It’s not possible to bypass missing data when actioning a bulk send email.
To successfully send a document:
Dynamic fields must have existing data to pull from in the user’s profile.
Sender fields must be filled out.
Watch a video
For a demonstration on how to use documents for eSignature, check out our webinar, Streamline pay & promotion confirmation with the new bulk eSignature module.
Bulk sending a document template
To create a bulk send document email, follow these steps:
Click Create document in the top right-hand corner.
Select from the list of existing templates, or create a new template.
Edit the details on the configuration page as needed, ensuring that you add any recipients you want to sign the document in the correct order.
Click Next to navigate to the next page where you can edit the content of the document for eSignature.
Click Edit design if you need to change the content.
Click Next.
On the last page, you will see a table where you can add the names of any main recipients you would like to send the document to.
Note: For more information on using this page, read the section below.Click Add recipient + to manually add each main recipient, click the blank cell to see a dropdown menu of user profiles.
Tip: Use drag-to-fill to quickly populate repeated data across cells.Click Download CSV template to add data using a third-party spreadsheet application, such as Google Sheets or Excel.
Note: The Main recipient column will display for identification purposes. Otherwise, the only columns that will appear are those that you need to fill out as the sender, all other data will automatically populate in Humaans.Click Import CSV and add the new CSV file you’ve created. The file must be under 10MB to successfully import.
To preview how recipient and sender data will appear in the document for each main recipient, hover over their name and click the 👁️ icon.
When finished, click Send documents.
Note: You can’t bypass missing data of any main recipient when actioning a bulk send email. If there’s missing data, you’ll need to add it to the recipient’s user profile before sending.
Using the tables feature to add multiple main recipients
On the last page of creating a bulk send, you’ll see a feature similar to Tables. This is where you can add data about each main recipient.
Here are some important points to keep in mind when using this feature:
You can enter an email address into the Main recipient field and the system will recognise and populate that employee’s details.
Starting from the left, the first column of the table is where you add the main recipient’s name.
The next columns are for each sender field that was added to the document. This information can be customised per recipient.
If you have added multiple sender fields that are the same, you’ll see columns to reflect each of these fields.
After sender columns, you’ll see columns for dynamic profile fields. User profile data will automatically populate in these columns once the system registers the name or email address of the main recipient.
Any missing data will be highlighted in red with an “!” symbol.
If any data is missing within a user profile, you won’t be able to bulk send the documents.
Click the 👁️ icon in the main recipient cell to preview their document.
