How to bulk send documents

Sending documents to multiple recipients can be a time-consuming task, especially when working with a large list of contacts. However, Signi simplifies this process by offering a feature that allows users to send documents to selected contacts in bulk without effort. In this article, we'll walk you step-by-step through the process of sending documents in bulk.

Step 1: 

Start by logging into your app.signi.com and navigating to the Contacts section. Here you'll find a list of all your saved contacts.

Step 2: 

Once in the Contacts section, select the contacts you want to send the documents to. You can select multiple contacts using the checkboxes next to their names or use the "Select All" option.

Step 3: 

After selecting the desired contacts, find the "Send document to contacts" button.

Step 4: 

After clicking the "Send document to contacts" button, you will be prompted to continue the document creation process. This involves uploading the document or selecting the template you want to send.

Step 5: 

After uploading a file or selecting a pattern, you will be redirected to the signature scenario settings. In the scenario, the Sample Signer will appear instead of the counterparty's name.

Set the scenario and go to the document content. If you have selected a pattern that contains a variable field, the field will be automatically filled according to the contact (see. Importing contacts into Signi).

Step 6: 

Check that the document is correct and click Send document to contacts.

Bulk document sending offers users a convenient and efficient way to distribute documents to multiple recipients simultaneously. Follow the simple steps in this article to simplify your document distribution workflow and save valuable time when communicating with clients or partners.