How to send a bulk signature request (up to 100 signers)
Steps to create and send a bulk request Follow these steps to send a document to multiple recipients simultaneously:
- Log in to your Signit account: Access your account at https://app.signit.sa.
- Access the bulk send feature:
- From the dashboard, click on Bulk Send in the left-hand menu.
- From the dashboard, click on Bulk Send in the left-hand menu.
- Upload the document:
- Press on the plus sign that is located on the right corner of the page to add a document.
- Press on the plus sign that is located on the right corner of the page to add a document.
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- Upload the document that you wish to send then press on next.
- Upload the document that you wish to send then press on next.
- Prepare participant details:
- Download the bulk send template (XLSX or CSV file) to input recipient details.
- Fill in the sample file you downloaded, with each recipient's name, email, and other required information.
- Upload the completed XLSX or CSV file back to Signit.
- Press next after the signers get successfully imported.
- Download the bulk send template (XLSX or CSV file) to input recipient details.
- Customize fields:
- Place fields (e.g., signature, text) on the document. These fields will be duplicated for each recipient.
- Place fields (e.g., signature, text) on the document. These fields will be duplicated for each recipient.
- Review and send:
- Double-check the participant list and document settings.
- Click Send to distribute the document to all recipients.
Tip: Use bulk send for repetitive processes that involve the same document but different signers.