How do I send documents in bulk for electronic signature in CCH® eSign?
Within Assuresign there are now two different methods for sending documents in bulk.
The first is the desktop application and the second is a web-based module located on the AssureSign website.
- 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.
- Open Send to AssureSign.
- Go to Add > From Template.
- Choose the appropriate template and click Add.
- Note: If the template is not listed, you will need to refresh the template cache.
- Click Options.
- Select Templates (tab).
- Click Refresh.
- Click Save.
- Continue from step 2.
- Note: If the template is not listed, you will need to refresh the template cache.
- 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.
- 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.
- Click Next.
- Click Validate Without Process to ensure the csv file is valid in format.
- Click Process to validate an process at the same time.
To send documents using the web-based module do the following:
- Navigate to https://na1.assuresign.net/
- On the home screen select bulk send
- This will take you to the Bulk Send interface it will show you previous documents that were sent using bulk send
- Select create new instance
- Select a template from the template list
- Name the instance
- Then you must upload a CSV file with the bulk send data
- We recommend not including labeled column headers if using this method of bulk send
- Make sure the box labeled "my data has labeled column headers is unchecked" this can cause errors
- This data should include: first name, last name, and email
- We recommend not including labeled column headers if using this method of bulk send
- The last section is scheduling to send, you can either opt to send the data immediately or set it for a specific date and time.
Solution Id | 000191282/sw46388 |
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