Offline Templates

How to Bulk Sign documents offline?

Step 1: Log in to the emSigner account using your Admin User Name and Password

Login Page of emSigner

Enter the password to login into the account.

Step 2: You can initiate bulk signing process in 3 simple steps

1. Choose Template

2. Browse Documents

3. Sign

Step 3: Click on the “Bulk Signing” option, from the left side panel.

Bulk Signing initiation from Dashboard

Choose Template:

Step 4: You will be prompted to add a document template with signer positions to initiate ad-hoc signing. Click “Ok” to proceed with the next step.

Step 5: To create a new template click on the “+Create Template Now” button.

Select or Create a New Template

Step 6: You will now be able to see the document details on the screen. On the right-side panel, you will find template settings;

Preview and Template Settings

Procedure to create new template on the fly:

• On the right side of the panel, you will see “Template Settings”; you need to select the pages where you need signatures and the signatory position

• Finally enter the template name and click “Save” to create the template on the fly

Saving Template

• Post which your document template will be created successfully.

Browse Documents:

Step 7: In this step, you need to select the “Source” folder (folder which contains the document(s) that need to be signed in bulk) by clicking “Select Folder” button.

Select the “Destination folder” (where the signed documents need to be stored) by clicking the “Select Folder” button and press “Continue“

Sign:

Step 8: You will find fields, where you can enter the reason, add watermarks to all documents and explore the settings below, followed by adding the company stamp which is optional. Once all the fields are filled in, click on the “Sign” button.

You have successfully signed all the documents!