Bulk share
Last updated
Last updated
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SigningHub provides an efficient, fast and easy way to share a pile of 'Draft' documents (up to 50) in one go. For this, you can use the "Send selected documents" option to send off multiple documents.
However, SigningHub does not allow to send off the documents, if they have:
Incomplete signature fields (i.e. signature field has not been defined for each signer/ placeholder)
Statuses other than the "Draft" status
The availability of the 'Bulk Share' feature is subject to your subscribed Service Plan and Enterprise Role. If you cannot find this option in your account, please ask your Enterprise Admin to upgrade your service plan and enable it in your Role.
Select 'Draft' documents (up to 50), and click the "Send selected documents" button in the information panel.
The bulk send dialogue box will appear. It will list your selected documents.
Click on the 'Send' button to send the documents. The selected documents will be sent off right away and the circular progress percentage bar will display the sending progress.
In case a document cannot be shared, the respective reason will be displayed accordingly. Click the "Close" button to conclude the process.
You can share up to 50 documents in one go through bulk sharing.
Whenever a document package is shared, the workflow quota of the respective document owner's account is consumed, and hence the available count is decreased by one. In the case of bulk sharing, the workflow count will be decreased according to the number of documents successfully shared.
The availability of the "Bulk share" feature is subject to your subscribed service plan and user settings. If you cannot find this option in your account, please ask your Enterprise Admin to upgrade your service plan and enable it in your Role.
An enterprise user will only be able to view the enterprise templates that are allowed under "Allowed Templates" against their user role in the enterprise settings.
If the "Set Document Access Authentication for all recipients" option is selected against the document owner's user role, the document owner will not be allowed to share the workflow until "Document Access Authentication" is set for all the recipients in the workflow.
If the "Set Document Signing Authentication for all recipients" option is selected against the document owner's user role, the document owner will not be allowed to share the workflow until "Document Signing Authentication" is set for all the recipients in the workflow.