List-based signing with Secure Exchanges in Outlook

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.

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:
Notes
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".
Notes
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.

Warning
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.






    • Related Articles

    • How do I update the PDFSignForm tool in Outlook Classic?

      This procedure explains how to update the Outlook Secure Exchanges Outlook Area Sign Form tool. The update is necessary to ensure compatibility with the latest changes introduced by Microsoft. Important warning The steps below must be followed in the ...

    • How do I activate my license in Outlook Classic?

      Here are the steps to follow to activate your license in Outlook Classic. Open the Secure Exchanges tab in the Outlook ribbon. Click on "Retrieve my license" Complete the captcha and click "Submit" You will receive an activation link by email. When ...

    • How do I get a document signed in Microsoft Outlook using Secure Exchanges?

      This guide shows you how to send a PDF document for signature directly from Outlook, from A to Z: writing the email, adding the document, configuring the options and placing the signature areas. Prerequisites Before you begin, make sure you have: The ...

    • How do I configure Secure Exchanges in Outlook?

      Secure Exchanges offers several configurable settings directly within Outlook to tailor the security level, sending behavior, and signature management to your needs. This article explains each settings tab , specifying its purpose and how to use it. ...

    • How do I retrieve confidential information via a secure envelope from Microsoft Outlook?

      Secure Exchanges secure envelopes allow you to retrieve confidential information from recipients who do not use Secure Exchanges. This enables your contacts to securely send you sensitive documents without requiring a license. What are secure ...