# Bulk Signing - Folder based

## Bulk Signing

Bulk Signing allows you to sign multiple PDF documents at once using a predefined template and your Digital Signature Certificate (DSC). This feature is powered by the **emSigner Desktop** application, which works offline on your computer.

***

### Overview

The Bulk Signing workflow has three stages:

1. **Setup** – Select a template and choose source/destination folders
2. **Configure** – Select your DSC and configure signing settings
3. **Sign Documents** – Review results and access signed files

***

### Step 1: Access Bulk Signing from the Dashboard

From the emSigner web dashboard, locate the **Templates** section in the left sidebar. Click on **Bulk Signing**.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F9pMu5qzekpImN8FRdCNy%2Fimage.png?alt=media&#x26;token=15c06bde-89a9-4404-ab46-d81f5d9b5e1a" alt=""><figcaption></figcaption></figure>

***

### Step 2: Download emSigner Desktop

If you have not already installed the emSigner Desktop application, you will be prompted to download it.

Click **Download emSigner Desktop** to download the installer. Once downloaded, run the installer and follow the on-screen instructions to complete the setup.

You may also click **How does Bulk Signing work?** for a quick overview of the feature.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F0QHxbAo4Xgi0ilmASeEy%2Fimage.png?alt=media&#x26;token=6e776c2f-681a-4b30-9a3f-322646081df8" alt=""><figcaption></figcaption></figure>

***

### Step 3: Open emSigner Desktop and Log In

Launch the **emSigner Desktop** application on your computer. The welcome screen will appear.

Click **Login with emSigner for Offline Bulk Signing** at the bottom of the screen.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FB4tTUDSWI7fDikDc02DK%2Fimage.png?alt=media&#x26;token=e55a64ed-ecf5-4179-a8fb-709a6570fc7c" alt=""><figcaption></figcaption></figure>

Enter your **emSigner account Email Address** and **Password**, then click **Continue**. These are the same credentials you use to log in to the emSigner web application.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F6acN3ZhxeEu6lPqtKn4C%2Fimage.png?alt=media&#x26;token=86f8dbb6-ddc0-4b41-861c-9fd86a945c55" alt=""><figcaption></figcaption></figure>

***

### Step 4: Manage Templates (Optional)

After logging in, you will land on the **Bulk Sign** screen. If you need to create or manage your signing templates before proceeding, click on **Templates** in the left sidebar.

The **Manage Templates** screen displays all existing templates with their name, description, number of signature fields, and dates. From here you can:

* Click **Create New Template** to define a new signing template
* Click **Edit** to modify an existing template
* Click **Delete** to remove a template

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FowVJKOiKPoO6DVpfkjJa%2Fimage.png?alt=media&#x26;token=8cc64ef5-4703-4cb9-a567-e1739d8e099c" alt=""><figcaption></figcaption></figure>

***

### Step 5: Set Up Bulk Signing – Select Template and Folders

Click **Bulk Sign** in the left sidebar to begin.&#x20;

The three-step wizard starts at **Step 1: Setup**.

#### Select Template

Click the **Template** dropdown and choose the template you want to apply. A preview panel will appear below the dropdown, showing the template name, description, and number of signature fields.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FW3ylCkIeNGZcbO9HjV7e%2Fimage.png?alt=media&#x26;token=de38067f-0947-4fc6-bec4-7738cd07e151" alt=""><figcaption></figcaption></figure>

#### Choose Source Folder

Under **Choose Folders**, click **Browse** next to **Source Folder (Documents to Sign)** and select the folder on your computer that contains the PDF files to be signed.

Once selected, the application will scan the folder and display the list of PDF files found (e.g., "Found 10 PDF files").

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F888f53lqw85bz8HAQyk2%2Fimage.png?alt=media&#x26;token=cf5abe78-1ce4-4bde-a60f-a072a7e5ada5" alt=""><figcaption></figcaption></figure>

#### Choose Destination Folder

Click **Browse** next to **Destination Folder (Signed Documents)** and select the folder where the signed PDFs should be saved.

Click **Next →** to proceed to Step 2.

***

### Step 6: Configure Signing Settings

In **Step 2: Configure**, set up your Digital Signature Certificate and signing preferences.

#### Certificate (Hardware Token)

| Field              | Description                                                  |
| ------------------ | ------------------------------------------------------------ |
| **Provider**       | Select your token provider (e.g., Microsoft Windows Store)   |
| **Certificate**    | Select the DSC to use for signing (e.g., DS eMudhra test 13) |
| **Token Password** | Enter the PIN/password for your hardware token               |

Click the **refresh icon** (🔄) next to the Certificate dropdown to reload available certificates if needed.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F2lpMrlVZFuCiOHusGv4u%2Fimage.png?alt=media&#x26;token=8bc16f2a-d245-439b-a6e2-948f860c54ee" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FV0MoWGIQC2hr4UuHFLjZ%2Fimage.png?alt=media&#x26;token=2643ebc4-5898-4767-a2cd-bf433b02ba42" alt=""><figcaption></figcaption></figure>

#### Basic Settings

* **Reason for signing** – (Optional) Enter a reason, such as "Authorized Signatory"
* **Location** – (Optional) Enter the signing location

#### Additional Options

| Option                                | Description                                                                       |
| ------------------------------------- | --------------------------------------------------------------------------------- |
| **Add watermark to signed documents** | When checked, enter the watermark text to be overlaid on every signed page        |
| **Add company stamp**                 | When checked, browse and select a company stamp image (JPG/JPEG/PNG, 100KB–200KB) |
| **Allow multiple signing**            | When checked, allows a document to be signed more than once                       |
| **Advanced Settings**                 | Expand for password protection and email notification options                     |

#### Advanced Settings

Check **Advanced Settings** to reveal the following:

**Password Protection**

Choose one of the two options:

* **Protect Signed PDF with Common Password** – Enter a single password that will be applied to all signed documents.
* **Bulk assign password and recipients to files** – Browse and upload a CSV file that maps individual passwords and recipient email addresses to each file. Click **Download Format** to get the CSV template (columns: Filename, Password, Email Id).

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FMrvXKCYcHM2NR61laxEX%2Fimage.png?alt=media&#x26;token=b13238f8-0f96-41ad-9eec-21ad08809edf" alt=""><figcaption></figcaption></figure>

**Email Notification (Optional)**

Check **I want to send signed documents to respective recipients** to automatically email each signed document to the corresponding recipient defined in the CSV.

Once all settings are configured, click **Start Signing**.

***

### Step 7: Review Results

After signing completes, **Step 3: Sign Documents** shows the results summary.

The success banner confirms: **All Documents Signed Successfully**

The summary panel displays:

| Metric              | Value                                    |
| ------------------- | ---------------------------------------- |
| Total Processed     | Number of files processed                |
| Signed Successfully | Number of files signed without errors    |
| Failed              | Number of files that could not be signed |

Below the metrics, you can see the **Template** used, the **Certificate** applied, and the **Destination** folder path.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FhGascgyabR3oD7iTCQ3m%2Fimage.png?alt=media&#x26;token=d0b5df71-b85d-4fe0-9659-727b40a158a7" alt=""><figcaption></figcaption></figure>

**Available actions:**

* **Open Destination Folder** – Opens the destination folder directly in Windows Explorer
* **Sign Another Batch** – Returns to Step 1 to start a new bulk signing session
* **Done** – Closes the wizard

***

### Step 8: Verify Signed Documents

Click **Open Destination Folder** or navigate manually to your destination folder. You will see all signed PDFs with filenames in the format:

```
<OriginalFilename>_Signed_<YYYYMMDD>_<HHMMSS>.pdf
```

Each file will show a green checkmark (✅) in the Status column, confirming the digital signature was applied successfully.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FAOjISszlaOfTE5CmTvF7%2Fimage.png?alt=media&#x26;token=c7dfd404-2466-45b0-a5f0-93bd09898442" alt=""><figcaption></figcaption></figure>

***

### Tips

* Ensure all PDF files in the source folder are valid and not password-protected before starting.
* The source and destination folders must be different locations to avoid overwriting originals.
* Company stamp images must be between 100KB and 200KB in JPG, JPEG, or PNG format.
* Use the **Download Format** link in the Advanced Settings to get the correct CSV structure when assigning individual passwords and recipients.
* The emSigner Desktop app works fully offline once you have logged in — no internet connection is required during the signing process itself.
