You can send eDocs to 50 clients at a time. Please contact Liscio Support to purchase e-Signature and KBA bundles.
Note: Fields cannot be prefilled by the sender when bulk sending eDocs.
Follow the steps below:
1. Select Bulk Actions on the Left-Hand Menu.
2. Select Send eDocs.
3. Filter by Entity Type, Relationship, Account Owner, or search by Contact name.
4. Select the Search button. Your Contact list will now populate. (Note: Liscio will also show the date/title of the last eDoc sent.)
5. Use the checkboxes next to each Contact that should receive an eDoc. There are 25 contacts per page.
6. In the lower-right of the page, Select the next arrow (or type in a page number) to go to the next page to select additional Contacts.
7. Continue through the pages of Contacts until you have reached 50 Contacts or until you have completed your list.
8. Select Next Step.
9. Fill out your Agreement Title (for example: Tax Questionnaire).
10. Enter a Description.
11. Select Templates to access your Template Library.
12. Select a Template to send.
13. Select Next Step.
14. Review your list.
15. To remove contacts from the recipient list, click the Trashcan icon on the far right.
16. Select Send eDocs. (Note: Adobe Sign will charge for a document when it is sent even if a client does not fill it out.)
To view your eDoc status:
a. Select EDOCS in the Left-Hand Menu. All eDocs will show: In Progress, Completed, Cancelled, or Draft.
b. Or, select Tasks in the Left-Hand Menu. Filter by Type → eDoc