How to create a Bulk Send Template?
To create a document specific template,
you must first navigate to the ‘Templates’ tab and select the ‘Create’
button.
Here, all 4 template types will be
displayed. Click on the ‘Dynamic’ tile.
Thereafter, please follow the
below steps to proceed with your template creation.
Upload a File
- Select the file required, from
the ‘Upload’ section.
- Once the required file is
selected, the file details will be displayed.
- Multiple files can be uploaded
by selecting the ‘Upload’ icon again.
- Any uploaded documents can be
deleted by simply selecting the ‘Delete’ icon after the
document.
- Once the desired documents are
uploaded, select the ‘Next’ button to move on to the next step of
adding recipients.
- The document upload status will
be displayed at the bottom of the ‘Add recipients’ page.
- There are three different upload
status types. The final one is ‘Document Preparation Done’.
Assign
Recipients
- Select the ‘plus’ icon
displayed inside the ‘Add step’ box.
- All address book contacts will
be displayed within the ‘Add Contacts’ pop up.
- Select the Contact required. The
option to select multiple contacts for each step is available.
- New contacts can be added, by
selecting the ‘Add Contact’ option.
- Originators can add themselves
to the workflow by selecting the ‘Add me’ checkbox.
- If you wish to enable a password
for each step, navigate to the ‘Security’ tab and enable the step
password toggle.
- Here you can enable ‘Verify
ID’ to have a second form of user confirmation (Knowledge based authentication).
- Once all required contacts have
been selected, click on the ‘Done’ button.
- The contacts added will display
within the step box.
- If multiple contacts are
assigned to a step, those contacts’ details can be viewed by selecting
the ‘Info’ icon within each box.
- The last step needs to be
selected as ‘Bulk Step’. The ‘Next’ button will not
be enabled if this hasn’t been assigned,
- To assign the last step as bulk sign,
select the ‘Bulk Step’ option from the ‘Step Type’
dropdown, with the ‘Add contacts’ pop up.
- Once all recipients have been
added, and last step is set as ‘Bulk Send’, select the ‘Next’ button.
Selecting this will allow you to move on to the next step of adding tools to
the template.
- From your opened document, a
Toolbar will be displayed with all the available tools that can be added to
your document.
- Opening the drop-down menu,
select the required step to which you wish to add a tool. The first step will
be selected by default.
- Each step must include at least
one tool to complete workflow.
- To add a tool, drag and drop the
required tool to place it within your document.
- Size of the added tool can be
adjusted as required.
- Each tool is color-coordinated
according to the step to which it was added. The document preview displays
color-coded tags on the pages where tools have been added.
- The tools added can also be
edited. To do so, select a tool to open its properties panel.
- The selected tool can be deleted
or renamed as required.
- Each tool has properties that
can be defined or edited.
Complete the
Workflow and Send the Document
- Once the document has been
created and 'Next' is selected, a review page will be displayed, with a
few fields to be filled out.
- The ‘Name’ field is
mandatory. The ‘Next’ button will be disabled until this field is updated.
- ‘Expiration Date’ is optional, and that
date can be selected from a calendar pop-up. Select the year, month, and date
if the document requires an expiration date.
- ‘Due Days’ is also optional. If
needed, enter the number of days by which the template is due.
- ‘Template Category’ can be selected from the
dropdown. Available options are ‘Work’ and ‘Personal’. Based on this category, your template will
display within the Template List
- A preview of the entire document
workflow appears on the right side of your screen. The option is available to
zoom in and out of this preview. The Bulk Step is differentiated with an icon.
- Selecting ‘Next’ will
send the created document to your first assigned recipient.
- The created Template can now be found and tracked within your
Template list.
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