Bulk Sign
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 in one go
- Click the "Documents" option, available at the top of the SigningHub screen.
- From your documents list, locate and select the pending document(s) to sign. You can select up to 50 documents.
- Click from the appearing toolbar.
- 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. - 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. - Click the "Next" button to proceed to the documents signing.
- 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 set by the document owner on that signature field 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. You can select from the options provided.
- In case any document has an initial field, then SigningHub will display a dialog to add your initials first.
See details how to add initials. Click "Next" after adding the initials. The same initials will be added in all the selected documents with initials fields |
- The "Sign" preferences will appear, specify a visible signature type, i.e. Draw, Text or Upload you wish to use in your signatures.
If your textual signature is prefilled-in with your fixed name, it is probably because the signature text editing is restricted in your enterprise role.
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- Upon clicking the SIGN NOW button, either no dialog window appears (if No Authentication is set for the selected signing capacity), or a dialog window appears depending upon the authentications that are configured for the selected signing capacity under enterprise roles>signing servers>authentications.
There could be a possibility that both the options of OTP and PIN number are configured as a signing time authentication by your CSC Server.
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- The signing process will start.
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. - The selected documents will be signed right away and the signing status will be displayed accordingly. Click the "Done" button to go back to documents listing screen.
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See Also