How to send documents to multiple recipients

There are 2 ways to send documents to multiple recipients:

  1. Simple delivery
  2. Batch delivery

Simple delivery

You will have to manually add the number of signers for each delivery, if you upload a new document to each delivery.  

 

Click on the button + to add more signers to your documents.

If you always send the same document or a limited number of documents, it will be more efficient if you create a set of templates from the documents that you normally send.

In this way you can predefine your templates with the necessary fields to send, or to add more fields easily later.

 

Batch delivery

This is the easiest option to send your documents to multiple recipients. You only have to upload your list of email contacts in an XLS or CSV format with a header that says “Email” for the system to recognize the column with the email addresses. And that's it.

Click here to know in detail how to send a batch delivery. The batch delivery feature is available as a supplement to the Business and Enterprise plans. 

If you're interested in this feature, write to us at support@signaturit.com.

 

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