How do I send documents in bulk for electronic signature in CCH® eSign?

  • Documents selected for bulk send are prepared from Document Templates crated In AssureSign.
  • 'Send to AssureSign' is a desktop application that you can use to send a document to multiple clients for electronic signature.
    • Click here for information on downloading, installing and configuring the Send to Assuresign application.
To send a batch of documents using eSign, do the following:
  1. Open Send to AssureSign.
  2. Go to Add > From Template.
  3. Choose the appropriate template and click Add.
    • Note: If the template is not listed, you will need to refresh the template cache.
      1. Click Options.
      2. Select Templates (tab).
      3. Click Refresh.
      4. Click Save.
    • Continue from step 2.
  4. Add or edit any JotBlock.
    • Add by right-clicking in the blank space and selecting Add JotBlock.
    • Edit by right-clicking on an existing JotBlock and selecting Properties.
  5. Click Bulk Send.
    • Select the appropriate template and click Next.
    • Click Export Layout.
      • This will produce a csv file on the computer to fill in the clients information.
    • Click Browse to navigate out to the completed csv file.
    • Click Open.
  6. Click Next.
  7. Click Validate Without Process to ensure the csv file is valid in format.
  8. Click Process to validate an process at the same time.
  Solution Tools
 Solution Id sw46388
 Direct Link
Did this article answer your question or resolve your issue?

Your feedback about this article will help us make it better. Thank you!