How to upload a document (terms and conditions for example) and send to all of clients for electronic signing?

If you already have client contacts, groups and folders created, go directly to step 4

1. Go to Company Contacts ("..." -> company contacts).

2. Create a Contacts Group (for example "Clients", or "Employees")

3. Upload the list of your contacts to the chosen group. Use a CSV file. Make sure you add a column with a "folder name" into the CSV file. This folder will be used to file documents signed by each client. When importing clients you will be able to decide where this folder should be created. Please note that this folder will not be created in client portals but in your company space (so it will not be shared with clients). You can create a different folder for each client.

4. Upload the document you would like to send out, right click on it, then choose "send for signing".

5. In "Email or contact group name" field type the name of the contact group you created in point (2) above. All individual contacts will be automatically loaded. Create a welcome and thank you message (optional)

6. Click "Show advanced options". Then tick the box "Send individual copies to all members". This instructs the system to trigger as many independent e-sign requests as there are contacts added in the previous step.

7. You may choose to also tick the box "Place signed document in each contacts folder rather than the same area as the document". This will file signed documents in separate folders that you created in step (3) above.

8. Click continue. In the final step place a single set of e-signature fields onto the document and click 'send for signing'.

Note:

Please restrict the import to 200 contacts at a time.