# Bulk Signing - Folder based

Bulk Signing allows users to sign multiple documents in one operation directly from their local machine. The signing process is performed using Digital Signature Certificates (DSC) available on the system

This feature is typically used when:

* A large number of documents need to be signed at once
* Signed documents need to be distributed to recipients after completion

> **Note:** Templates used for Bulk Signing must be created beforehand. Refer to the template creation section for more details.

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### Accessing Bulk Signing

From the Dashboard, navigate to the left-side panel and select **Bulk Signing**.\
This opens the signing workflow, which guides you through the bulk signing process in three steps.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FIMEE7suI5rrD7mF1nLkn%2Fimage.png?alt=media&#x26;token=1b3964c2-c82f-4896-9e1e-65c2c6c4456e" alt=""><figcaption></figcaption></figure>

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### Step 1: Choose Template

In the **Choose Template** step:

* Select the required bulk signing template from the dropdown list
* The template defines the signing structure and placeholders used during signing

If a required template is not available, a new template can be created using the **Create Template Now** option.

Click **Continue** to proceed.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F6Bn2uI30OEPzcrM6jdZr%2Fimage.png?alt=media&#x26;token=d050ac95-f25d-4808-a745-ae61d823f6b8" alt=""><figcaption></figcaption></figure>

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### Step 2: Browse Documents

In the **Browse Documents** step, define where documents are picked from and where signed copies are stored.

* **Source Folder**\
  Select the folder that contains the documents to be signed in bulk.
* **Destination Folder**\
  Select the folder where the signed documents will be saved.

Once both folders are selected, click **Continue** to move to the signing configuration screen.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FErd0ywrD5ONuhwuOokcy%2Fimage.png?alt=media&#x26;token=c88b91c2-6e3f-4d04-ad2c-a0e7665733af" alt=""><figcaption></figcaption></figure>

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### Step 3: Sign / Review

The **Sign / Review** screen provides options to configure how documents are signed and distributed.

#### Basic Signing Options

* **Reason**\
  Specify the reason for signing (optional).
* **Watermark**\
  Add a watermark to the signed documents if required.
* **Allow Multiple Signing**\
  Enables multiple signatures to be applied sequentially without compromising document integrity or tamper protection.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FUPMqHBzdLObSNn7xLINA%2Fimage.png?alt=media&#x26;token=919078ac-aa75-423d-aa32-e129e19a93f8" alt=""><figcaption></figcaption></figure>

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### Advanced Settings

Advanced Settings provide additional controls for document protection and distribution.

#### Password Protection

Users can secure signed documents using one of the following options:

* **Protect Signed PDF with Common Password**\
  Assign a single password that applies to all signed documents.
* **Bulk Assign Password and Recipient’s Details via File**\
  Upload a file containing passwords mapped to individual recipients.\
  This allows each document to be protected with a unique password.

A sample file format can be downloaded using the **Format** option.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F6DWfwN76sT7wDsuNBOPW%2Fimage.png?alt=media&#x26;token=ae716084-1dd1-4218-a3d3-408e61a0ed98" alt=""><figcaption></figcaption></figure>

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#### Emailing Options (Optional)

Enable this option if signed documents need to be sent to recipients after signing.

* **Send Signed Documents to Respective Recipients**\
  Automatically emails signed documents to recipients defined in the file.
* **Email Delivery Method**
  * **emSigner SMTP** – Uses the built-in emSigner email configuration
  * **Other SMTP** – Uses a custom SMTP configuration

If **Other SMTP** is selected, SMTP server details must be configured in **SMTP Server Settings** before proceeding.

Email content can be customized with:

* Subject
* Message body
* Password instructions (if password protection is enabled)

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F6ZORAAQYfK0NzV79C2pa%2Fimage.png?alt=media&#x26;token=fa41a1b7-2cd4-4fb5-baec-8e77e49df16f" alt=""><figcaption></figcaption></figure>

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### Company Stamp and Visual Appearance

* **Company Stamp (Optional)**\
  Upload and apply a company stamp to signed documents.
* **Visual Appearance**\
  Customize the visual presentation of the signature if required.

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### Completing the Signing Process

After configuring all required options:

* Select **Sign & Finish** to initiate bulk signing
* Documents are signed using the selected Digital Signature Certificate (DSC)
* Signed files are saved to the destination folder
* Optional email notifications are sent to recipients, if enabled

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FME4nchKrj4PvCmtB3ryp%2Fimage.png?alt=media&#x26;token=046d4e16-4557-4b55-8a18-a9b7810f3455" alt=""><figcaption></figcaption></figure>

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### Important Notes

* Bulk Signing (Offline) supports **DSC-based signing only**
* Signing is performed locally on the user’s system
* Documents are not uploaded to the cloud during signing
* Password protection and email distribution are optional and configurable
