For the complete documentation index, see llms.txt. This page is also available as Markdown.
Bulk Signing - in Dashboard
How to bulk sign the document from the dashboard?
Bulk Signing allows users to sign multiple pending documents in a single action directly from the Dashboard. This helps reduce repetitive signing effort when multiple documents are awaiting the same signer.
Bulk Signing is available from the My Signatures section.
Selecting Documents for Bulk Signing
Users can select documents in the following ways:
Select all documents by clicking the checkbox in the table header (top of the column)
Select multiple documents by ticking the checkbox next to each required document
Once one or more documents are selected, a bulk action bar appears at the bottom of the screen, displaying the number of selected documents and available bulk actions.
Initiating Bulk Signing
From the bulk action bar, click Sign.
The system navigates the user to the Generate Signing Image screen, where the selected documents are evaluated for bulk signing.
Generate Signing Image
This screen provides visibility into which documents are eligible for bulk signing and allows the user to choose the signing method.
Documents Considered for Signing
Displays all documents selected from the Dashboard ready to bulk sign
Documents that do not require additional user input during signing are included
Documents Excluded
Documents that require mandatory data entry or form input during the signing process are excluded
Such documents must be signed individually
This ensures bulk signing proceeds only where a single, uniform signing action is possible.
Selecting the Signature Method
Bulk Signing can be completed using one of the following options:
eSignature
Apply a simple electronic signature
Users can choose the signature appearance from:
Sample signatures
Drawn signature
Uploaded signature image
Previously saved signatures
Digital Signature (DSC)
Sign documents using a Digital Signature Certificate via token or smart card
Requires:
Selecting the connected device
Choosing the certificate
Entering the token password
The selected signature method is applied consistently across all included documents.
Completing Bulk Signing
After reviewing the document list and selecting the signature method:
Click Sign
The system applies the signature to all eligible documents
A confirmation message is displayed upon successful completion
Once completed, the signed documents move out of My Signatures and continue through their respective workflows.
