How to create a Bulk Sign document?
Follow the steps below to create a bulk sign document on
your own.
- First, navigate to ‘Z-Vault’ and click ‘Create’
to start creating a bulk sign document.
- Then select the ‘Bulk Sign’ tile and
click ‘Next’
Now you can upload the files you want to process.
Upload a File
- Select the file required, from the ‘Upload’ section.
- Once the required file is selected, the
file details will be displayed. (File Name, Type and Size)
- 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.
- Select Contacts/ Group of contacts to create the
steps
- Bulk Sign step should be the last step and it
cannot be the only step in the workflow
- To add bulk sign step, select ‘Bulk Step’ from ‘Step
Type’
- And then assign users for that step
- Click ‘Done’ to finish
If you want to check step details, click info icon
- Once you create the workflow adding all the required steps
including bulk step as the last step, the ‘Next’ button enables
- To continue click ‘Next’
Now you can assign tools for the users in the steps from the
following ‘Action’ window.
- 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 the workflow.
- When adding 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.
Review
- Add the ‘Document Name*’ and ‘Description’.
- The ‘Document Name’ field is
mandatory. The ‘Next’ button will be
disabled until this field is updated.
- Then you have the option to add a security option
to the document by enabling ‘Password Protect Document’. To
enable that, slide the toggle towards right side.
- Then opens the text box to add a password to
your document.
- Type your password. (This password will have to
share with other users in the workflow to open the document)
- Next you can add an ‘Expiration Date’ to the
document ass needed
- If all good, click ‘Next’ button to finish
the process
- Check your Z-Vault In-Progress basket to view
the bulk sign document you created.
- It should display the document status with signature
status of bulk step users.
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