How to add Signers to a workflow using a CSV file

Overview

Some electronic and digital signing workflows requires a document to be signed off by multiple Signers. The Signers can be added manually, but it is a time-consuming process. To speed up the process and save Document Owners time, many Signers can be quickly added to a workflow with the help of a Comma-Separated Values (CSV) file.

The CSV file contains a list of all the Signers and their relevant details. SigningHub can quickly process the file and add the users to the signing workflow.

Bulk import of Signers is useful, for example, when a company CEO requires a memo be sent to a large group of employees that must electronically sign the memo as acknowledgement of receipt.

CSV files can be created by exporting contacts from Outlook or other email service providers.

Prerequisites

  • The Document Owner requires a SigningHub account.

  • The Signers do not require a SigningHub account, on condition that they will sign with electronic signatures.

  • The CSV file must be in the correct format. (See example below)

    • The file headers must include: “Primary Email”, “First Name”, “Last Name”.

      • SigningHub supports three headers for the email field: “Primary Email”, “E-Mail Address” and “Email Address”.

    • The fields must be separated by a comma.

Please note: if Excel exports the file using a semicolon (;) as delimiter, uploading the CSV file to SigningHub will fail. The delimit character must be a comma (,).

Example CSV file:

Example CSV file.

Download an example file here.

Workflow

This workflow will allow the Document Owner to quickly upload a number of Signers with the help of a CSV file.

Upload bulk Signers with CSV file

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Step

1

Log into SigningHub at web.signinghub.co.za.

 

The credentials to log into SigningHub will have been created during the enrolment process.

 

Log into SigningHub.

2

Start a new workflow on SigningHub by clicking on the New Workflow button.

 

Create new signing workflow.

 

3

Upload the document that requires the electronic signature.

 

Upload document to sign.

 

4

Click the Import CSV button.

 

Click upload CSV button.

 

5

Click the Upload button.

 

Click the Upload button.

 

6

Select the CSV file to upload and click the Open button to start the upload.

 

Select CSV file.

 

7

After upload has completed, a list of all the uploaded Signers will be displayed.

Deselect any Signers if required.

 

Click the Add button.

 

Click the Add button.

 

 

8

All the Signers have now been imported and the Document Owner can complete the workflow as per normal.

 

CSV import completed.

 

 

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