How do I create a list-based signature (bulk signature) with Secure Exchanges in Outlook Classic?

Secure Exchanges allows you to send the same document to be signed by several people in a single operation thanks to list signing (also called bulk signing or group signing).

This feature uses a CSV file containing the signatories' information. Each recipient will receive their own individual document to sign. This is not a group signature on a single file.

To learn more about digital signatures with Secure Exchanges, click here.

Step 1 – Prepare the CSV file

The CSV file contains the list of signatories. Each line represents one person. Your file must contain three columns, in this exact order:

1. Email

1. Email address of the signatory.
   

2. Phone

1. Signatory's telephone number. *Must include the country code, preceded by the + sign (e.g., +1 for Canada, +33 for France).
2. This column can be left blank if you do not wish to protect the signature link with an SMS code.
3. However, the column must be present in the file.
   

3. CallBackParameter

1. Optional field allowing instructions to be sent to SESAR.
2. If you do not use this feature, the column can be left empty.
3. However, it must be present in the file.
   

Here is an example:

You can use the file attached at the bottom of the article as a template.

Step 2 – Create the message and activate the list signature

1. In Outlook, create a new message.
   
   
2. Click the "Signature" button in the Secure Exchanges ribbon.
   
   
   
3. Upload the PDF document to be signed. Select the "Sign by list" option.
   
   
   
4. Write your message as usual, then click "Send".

You will notice that the "To" field is automatically replaced with: csv@secure-exchanges.com. This is normal: this email address is only used to trigger the list signing process.

Step 3 – Upload the CSV file

After clicking "Send", the Secure Exchanges window opens.

1. Click on Upload a CSV file .
2. Upload the file prepared in step 1.
   

Make sure the Excel file is closed before uploading to avoid any errors.

Step 4 – Verify the signatories

Once the file is uploaded, a " View my signatories" button appears.

Click on it to:

• Display the list of signatories
• Please verify that the email addresses and information are correct.
  

Step 5 – Define the signature areas and send

1. Click on Define signature areas.
   
2. Position the areas to be filled in by the signatories.
   
3. Click on Apply (top left).
   
4. Click on Send with Secure Exchanges.
   

Secure Exchanges will automatically send the document to each signer contained in the CSV file.

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