Bulk distribution of documents for signature - pilot implementation

Modified on Tue, 11 Jun at 5:29 PM

From Signi it is possible to send documents for signature or approval in bulk, even to 2000 business partners or employees, literally in a few clicks. Efficiency of work will thus increase substantially with digitization, leaving more time for activities with higher added value and/or room for cost reduction.


Typical examples

  • Contract amendments sent to customers, dealer networks, suppliers or subcontractors,

  • HR documents and internal directives sent to employees,

  • Internal guidelines for GDPR, NDA, HSE, ISO27001 etc.

  • etc.


Bulk file distribution

Bulk template distribution

  • Suitable for situations where everyone has to sign or approve exactly the same document or set of documents.

  • If we need to send out a document in bulk, where the content will be different for each recipient.

  • Only the signature differs on the documents. It may also include the name, surname, organisation and position.

  • Only the identification data or any number of data that are added from the user fields of the Contact can differ.


What applies in general

  • You can send not just one, but multiple documents at the same time in one mailing.

  • Can be automatically signed for the proposer, yet must be first in the signature script.

  • Can track the status of signing or approval of documents by each signer in the Documents section, with signed or approved documents in the "Closed" status, unsigned documents in "Awaiting Signature". It is easy to urge late signatories by sending another invitation to sign.

  • After approval and signature, a so-called Control Sheet is available to the proposer as an audit trail, where the indication of approval including its time is captured. It can therefore be provided to an audit body, e.g. the Labour Office with information proof of approval or signature by the beneficiary


What are the next steps?

Bulk file distribution is one of the basic functions available to all Signi users. The prerequisite for bulk distribution according to a pattern is the activation of the Signi Patterns function and, if necessary, a custom pattern created for you. For more information, contact us at sales@signi.com.

If you have any questions or need help with bulk mailing, please contact us at help@signi.com.

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