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

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

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 row represents one person. Your file must contain three columns, in this exact order:

  • Email: email address of the signatory.
  • Phone: telephone number of the signatory.
    • It must include the country code, preceded by the + sign (for example, +1 for Canada, +33 for France).
    • This column can be left empty if you do not want to protect the signature link with an SMS code.
    • The column must still be present in the file.
  • CallBackParameter: optional field used to send instructions to SESAR.
    • If you do not use this feature, the column can be left empty.
    • It must still be present in the file.
Note: You can use the file attached at the bottom of the article as a template.

Step 2: Attach the document via the Secure Exchanges panel

  1. In Outlook Web, create a new message.
  2. In the Secure Exchanges panel on the right, drag and drop your PDF file into the designated area, or click "Select your files" to browse for it.
  1. Once the file is uploaded, it appears in the panel. Click "Get a signature" under the file name.

Step 3: Enable batch signing

  1. The "Batch Signature" option appears in the panel, with the "Upload a CSV file" button.
  2. Click "Upload a CSV file".
  3. A confirmation window tells you that this action will delete the recipients currently defined and replace them with those from the CSV file. Click "YES" to confirm, then select the CSV file prepared in step 1.
Warning: Make sure your CSV file is closed before uploading it, to avoid any errors.

Step 4: Verify the signatories

Once the file is uploaded, the "To" field is automatically replaced by csv@secure-exchanges.com. This is normal: this address is only used to trigger the list signing process.

Click "View my signatories" to display the list of signatories and check that the email addresses and the information are correct.

Step 5: Define the signature areas and send

  1. Click "Get a signature" again to open the ZeroVu Signature interface.
  1. Position the areas to be filled in by the signatories on the document.
  2. Click "Apply" in the top left corner.
  3. Click "Send with Secure Exchanges".

Secure Exchanges will automatically send the document to each signatory listed in the CSV file.

Need help?

Our team is available to assist you. Write to us at support@secure-exchanges.com