Bulk file distribution

The simplest mass mailing solves the situation when we want to send the same document to everyone and we want the recipients to approve or sign it.

A typical example is various internal directives, where we want to have proof with the necessary audit trail, e.g. for the audit authorities, that the recipients have read it.

Procedure

Uploading contacts

Upload all employees to the Contacts section of Workspace HR using the Load from file option.

Selection of contacts

In the Contacts section, select multiple contacts or all contacts and select Send document to contacts.

Uploading a document

Select Upload document(s) for signature or approval - e.g. GDPR set, NDA, OHS, ISO27001.

Setting up a signature scenario

In the signing scenario, choose whether the signatories should only approve or sign, the counterparty is called "Signer" in the scenario.

Position of signatures

Place the signatures or just check the document if it is just being approved and send it out via Send Document to Contacts.

Sending for signature

Send to all, see mailing confirmation.

Tracking signing status

You can track the status of signing in the Documents section.

Download the control sheet

In the case of an audit, download the control sheet, where there is a complete audit trail of the acknowledgement of reading the document, via the control sheet on the document detail.

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