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Bulk Signing - Folder based
HOW TO BULK SIGN DOCUMENTS OFFLINE?
Bulk signing offline refers to the process of digitally signing multiple documents or transactions in a batch, typically without the need for a continuous internet connection. This offline signing capability is often essential for businesses and organizations that require a high level of security and privacy when dealing with sensitive documents or when working in environments with limited or unreliable internet access.
The bulk signing activity is performed in the local machine or computer so the signed document will not be exposed to internet.
Step 2: You can initiate bulk signing process in 3 simple steps
- 1.Choose/Create a Template
- 2.Browse Documents
- 3.Sign
Step 3: Click on the “Bulk Signing” option, from the left side panel.
Choose/Create Template:
Step 4: You will have to select from the list of template created or create a new template based on your requirement.
While creating the new template, 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.
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;
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
- 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 & Finish” button.
You will land in signing page where you have to select the certificate for signing. Select the certificate and complete the signing activity by entering the Token/Certificate Password.
You have successfully signed all the documents!
Last modified 2mo ago