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Q: How do I enable bulk send on ?

Solution Create a Permission Profile with &quot;Allow sending to bulk list&quot; checked. Assign Users this Permission Profile. In Settings, click Users. In the Actions drop down, select Edit. In the Permission Profile drop down, select the newly created &quot;bulk send&quot; permission profile.

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Upload your PDF to our design PDF tool. Create a new electronic signature to place on your document. Add text and date if needed. Click 'Finish' and download the signed document.

Why won't let me add fields?

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings. These settings are documented in this administrator help guide.

How do I enable bulk send on ?

Solution Create a Permission Profile with "Allow sending to bulk list" checked. Assign Users this Permission Profile. In Settings, click Users. In the Actions drop down, select Edit. In the Permission Profile drop down, select the newly created "bulk send" permission profile.

Is there a limit with bulk send in ?

You can use a bulk send list to send up to 1,000 copies at a time. After you create a bulk send list, it persists and can be reused and edited any number of times. You can customize individual copies of the envelope.

How do I send a bulk list in ?

In the Add Recipients section, select the Bulk send link to import and upload your prepared CSV file. Select Save and Send to send the envelope. A separate envelope is sent for each entry in your bulk send list, and any other individual recipients you added. The envelopes are displayed in your Sent folder.

How do I send multiple documents at once in ?

To start the process, log in to your account and locate the 'New' button. Click on it to create a new envelope. Once you've entered the recipients' information, you can add the documents you want to send by selecting the 'Add Documents' option.

How do I create a contact list in ?

If your permissions include the ability to create personal contacts, you can add and manage them one at a time through your My Preferences > Account > Contacts view. Note: You can use the bulk import contacts feature to add up to 500 contacts at a time.

How do I add a watcher in ?

Select Manage watchers to add or remove any account users as watchers on the case. Select Click here to be a Watcher if you would like to add yourself as a watcher. You can also add a comment or attachment on the case to automatically start watching it.