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How to send quickly many documents to one person in a specific order and file signed versions in a dedicated folder?
How to send quickly many documents to one person in a specific order and file signed versions in a dedicated folder?
Updated over a year ago

There are a lot of things going on here, so let's take them one at a time.

  1. Many documents in a specific order

    1. drag/drop your documents into any folder or portal. To add 'order' add a numeral to the front of the name of each file.

  2. File in a dedicated folder

    1. First, make sure that your recipient exists in your 'company contacts'. Then assign a folder to that contact

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    2. Make sure to go to global esign settings and choose 'place signed document in each contact folder rather than in the same area as the document'

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    3. Note that you can import contacts through a csv file and create those connected folders automatically on import.

  3. Send quickly

      1. If you can add [#signature.1#] tags on pages where the document needs to be signed.

      2. Then, multi-select the documents and choose 'send selected documents for signing', add the signee and select 'send for quick approval' and you are done!

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