Bulk Signature Requests

The Bulk Signature Request feature allows you to request electronic signatures from multiple users for multiple documents in a single operation. This is particularly useful when new documents are released and require acknowledgement or approval from a group of people.

Accessing Bulk Requests

To create bulk signature requests:

1. Navigate to Signatures from the main menu
2. Click the Request Signatures button at the top of the page
3. The Bulk Signature Request page opens

Creating a Bulk Request

The bulk request process involves three steps: selecting documents, selecting recipients, and choosing the signature action.

Step 1: Select Documents

The left panel displays all documents with an “effective” status that are available for signature requests. For each document, you can see:

• Document title
• Description
• Version number
• Status badge

To select documents:

• Click on individual document cards to toggle selection
• Use the Select All / Deselect All button to select or clear all documents at once
• The header shows how many documents are currently selected

Step 2: Select Recipients

The right panel displays all eligible users who can provide signatures. Admin users are automatically excluded from the list. For each user, you can see:

• Full name
• Email address
• Role badge

To select recipients:

• Click on individual user cards to toggle selection
• Use the Select All / Deselect All button to select or clear all users at once
• The header shows how many recipients are currently selected

Step 3: Choose Signature Action

In the Request Settings section, select the type of signature action from the dropdown:

Action	Description
Approve Document	Request formal approval of the document
Acknowledge Review	Request acknowledgement that the document has been reviewed
Complete Training	Request confirmation of training completion
Certify Compliance	Request certification of compliance with the document

Note

The signature action applies to all document-user combinations in the batch. If different documents require different actions, submit separate bulk requests.

Request Summary

Before sending, the summary panel displays:

Metric	Description
Documents	Number of documents selected
Recipients	Number of users selected
Total Requests	The total number of individual signature requests that will be created (documents x recipients)
Action Type	The selected signature action

Sending Requests

Click the Send Signature Request(s) button to submit all requests. The button label shows the total number of requests that will be sent.

Caution

You must select at least one document and one user before sending. The Send button is disabled until both selections are made.

Request Results

After sending, a results panel appears showing the outcome of each individual request:

• Sent (green) — The signature request was successfully created and sent to the user
• Error (red) — The request failed, with an error message explaining why

The results header shows a summary badge with the count of successful and failed requests.

Managing the Form

Control	Description
Clear Form	Resets all selections, clears the action type back to the default, and removes any results
Back to Signatures	Returns to the main Signatures list page

Workflow

After bulk requests are sent:

1. Each selected recipient receives a pending signature request for each selected document
2. Pending signatures appear in each recipient’s Pending Signatures Queue on the Signatures page
3. Recipients can sign each request individually
4. You can verify completed signatures at any time

Tip

For large batches, review the results panel carefully after sending. If any requests failed, you can note the specific document-user combinations and retry them individually or in a smaller batch.