A User's Guide to SigningHub Web

SigningHub provides an efficient, fast and easy way to sign a pile of documents (up to 50) in one go. For this, use the "Bulk Sign" option to sign your (multiple) documents (in the "Pending" status) through a single click operation. Bulk signing duly works with document signing, reviewing, updating, in-person signing and adding your initials.

However, SigningHub does not allow you to sign those (pending) documents through bulk signing list, in which:

• Permissions (Password or OTP) have been set to open the document, or
• Permission (Document Signing Authentication) have been set for the recipient, or
• The set duration permission to open the document has expired, or
• The next configured recipient in a workflow is an undefined placeholder, or 
• The set delegate duration period has expired, or 
• The mandatory form fields assigned to you are empty
• Required Attachments recipient permission is configured

The availability of bulk signing option is subject to your subscribed service plan and user settings. If you are willing to use this provision, please ask your Enterprise Admin to enable it in your Role>Document Settings. 

Sign multiple documents

1. Click the "Documents" option, available at the top of the SigningHub screen.
2. From your documents list, locate and select the pending document(s) to sign. You can select up to 50 documents.
3. Click  from the appearing toolbar.
   
   

4. The "Bulk Sign" dialog will appear, showing the list of selected "Pending" documents. Click  adjacent to any document name to preview it before signing. In case a legal notice is configured with any of the selected documents,   will appear against it under the "Legal notice" column header. Click it to review the legal notice details if required.
   In case a document could not be signed, the respective reason will be displayed under the "Status" column header. Such documents will be automatically un-selected. 
   
   
5. Click the "I Agree to the legal notice(s)" check box to agree with all the configured legal notices with the selected documents. It is mandatory to agree with the legal notices before proceeding to sign.
   In case you have reservations on a legal notice clause, just unselect that document from the list to exclude it from the documents to sign batch. 
   
   
6. Click the "Next" button to proceed to the documents signing. 
   
   
   
   
7. After click on "Next" the the Signing servers dialog window will appear and display multiple signing servers which can be selected, based on the level of assurance of the signature fields set, by the document owner, in the documents and the level of assurance that are configured in your role. Signing servers are based on service plan configurations, and will display the signing server for server-side and client-side signing both. Select one of the signing servers to perform the signature.
   
    
   
   
8. In case any document has an initial field, then SigningHub will display a dialog to add your initials first.
   
   

9. The "Sign" dialog will appear to specify a visible signature type, the signing capacity, signature appearance design, contact information, and location. The options available in the "Signing Capacity" drop-down list will be grouped together based on the required level of assurance of the signature field assigned to the user and the level of assurance that are configured in your role. Configure the fields as required and click on the "SIGN NOW" button. 
   
   

10. Upon clicking the "SIGN NOW" button, if any "Authentication Method" is configured for the selected signing capacity under enterprise roles, an authentication dialog will appear. If no "Authentication Method" is configured for the selected signing capacity under enterprise roles, the document signing process will start. In the list of documents selected for bulk signing, all the signature fields with the same level of assurance that matches the selected "Signing Capacity", in the above step, will be signed. 
    
    

11. The bar will read "100%" under the "Status" column, for the documents that you have successfully processed. In case a document could not be signed, the respective reason will be displayed under the "Status" column header. In case of documents that had signature fields with a different level of assurance that did not match with the selected "Signing Capacity", the "PENDING DOCUMENTS" dialog will appear, prompting the user to select a different "Signing Capacity" for the remaining documents. Click on the "Continue" button to proceed.
    
    

12. From the "Bulk Sign" dialog, the documents which have been signed will be removed. Once again the signing servers dialog window will appear and display multiple signing servers, based on the level of assurance set by the document owner on the signature fields of the remaining documents and the level of assurance that are configured in your role. Select one of the signing servers to perform the signature.
    
    

13. The "Sign" dialog will appear to specify a visible signature type, the signing capacity, signature appearance design, contact information, and location. Select the "Signing Capacity" for signing the remaining documents. The options available in the "Signing Capacity" drop-down list will be grouped together based on the required level of assurance of the signature field assigned to the user in the remaining documents. Configure the fields as required and click on the "SIGN NOW" button. 
    
    

Repeat the last three steps until all the remaining documents are signed.

14. Click on the "DONE" button once the bulk signing is complete
    
    

See Also

• View package details
• Download a document
• Remind a recipient
• Delete a Document