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”.
-
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:

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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#
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Step
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1
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Log into
SigningHub at web.signinghub.co.za.
The credentials
to log into SigningHub will have been created during the enrolment
process.

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2
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Start a new
workflow on SigningHub by clicking on the New
Workflow button.

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3
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Upload the
document that requires the electronic signature.

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4
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Click the
Import CSV button.

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5
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Click the Upload
button.

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6
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Select the CSV
file to upload and click the Open
button to start the upload.

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7
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After upload has
completed, a list of all the uploaded Signers will be displayed.
Deselect any
Signers if required.
Click the Add
button.

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8
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All the Signers
have now been imported and the Document Owner can complete the
workflow as per normal.

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