How to Bulk Sign
documents
Overview
Bulk Signing is a SigningHub feature that allows Users to sign multiple documents with minimal clicks.
Busy managers regularly have to sign off batches of documents, for example, leave applications, expense claims, reports, etc.
To speed up the process, the Bulk Signing functionality allows managers to sign all the documents with minimal clicks.
Prerequisites
-
Only documents that are in the
pending state can be Bulk Signed.
-
Documents with password or OTP
access protection cannot be Bulk Signed.
-
If there are mandatory form
fields assigned to the Signer, the document cannot be Bulk Signed.
-
Electronic or In-Person
signature protected with OTP cannot be Bulk Signed.
If you do not see the option to Bulk
Sign, request access from your Account Manager or at
info@lawtrust.co.za.
Workflow
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Bulk
Sign documents
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#
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Step
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1
|
Log into
SigningHub at web.signinghub.co.za.
Use the credentials created during the SigningHub enrolment process.
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2
|
Go to your
documents by clicking on the Documents
button.
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3
|
Select the
documents in the Pending
state by clicking on the checkbox
to the left of the document.
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4
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The Bulk Sign dialogue will appear. Documents that require a Legal Notice, can now be accepted by clicking on the I agree to the legal notification checkbox.
Click the Next
button to continue.
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5
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The sign preferences dialogue will now appear. Enter your password and click the Sign Now button.
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6
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The Bulk Signing process will now start. The dialogue shows the status of each document.
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