Bulk fill and eSign
- 10 Jun 2021
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Bulk fill and eSign
- Updated on 10 Jun 2021
- 1 Minute to read
- Print
- DarkLight
- PDF
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With this feature, you can automate the process of creating, filling, and sending multiple documents all at once. There is no upper limit on how many documents you can create together.
This feature is useful for organizations who perform a high volume of transactions where a large number of documents are created from one or more templates and then they are sent for fill and eSign to their recipients.
Notes
- This feature is only available in the Enterprise plan.
- This feature does not work if no recipient field is present in the template.
- This feature does not work if no signature tags are present in the template.
- Image fields and clause options are excluded in the CSV upload for the first version.
- In the CSV file, 3 rows are occupied for headers. The first row displays field names, the second row displays allowed values and format of fields, and the third row displays the field description. The actual data entry starts from Row 4.
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