How to have the same document signed by multiple people separately?

To have the same document signed by multiple people separately, it's possible to use Secure Exchanges to create a signature per list using a CSV file, also known as "bulk signing" or "group signing". This process allows for the automatic generation of electronic signatures for multiple recipients using the data stored in a CSV file. To learn more about digital signing with Secure Exchanges, click here.

Here's how to proceed:

When creating a new message in Outlook, click on "Signature". Upload your document, then select "Signature per list".

You will notice that the "To:" field is now csv@secure-exchanges.com. You can now compose your message as usual and click on "Send".

A new option has thus been added in the Secure Exchanges interaction window.

Here's how to prepare your CSV file:

1. CSV File Preparation: Ensure your CSV file contains the necessary fields for list signing, such as "Email", "Phone", and "CallBackParameter". Each line of the file represents a unique entry.

2. CSV File Format: Organize your CSV file so that each column corresponds to a specific field. For example, reserve the first column for "Email", the second for "Phone", and the third for "CallBackParameter".

If you wish to provide instructions to your SESAR via the 'CallBackParameter' field, please make sure to include this column in your file; otherwise, leave it empty.

Your file must necessarily be in this format:

Indicate the country code at the front of the phone number using the "+".

Finally, upload your CSV file, set your signature zones, and click on "Send".

Pour l'article en français, cliquez ici. 

• Related Articles

• How to avoid mistakenly sending a document to be signed before having defined the signature zones using Outlook?

  In order not to be able to send a document to be signed without having defined the signature zones on Outlook, make sure that the option "Allow sending documents to be signed without defining the signature fields" is not checked. You can check it by ...

• How to get a document signed on Outlook using Secure Exchanges?

  To have a document signed through Secure Exchanges on Outlook, you must follow the steps in this video: First and foremost, make sure you've installed the extension for defining signature areas, available here on our website: ...

• Secure Exchanges Signature Seal.

  When you are using Secure Exchanges for the signature of a document, a visual 'seal' is automatically placed next to the signature, and a date is displayed underneath to confirm and validate the precise moment of the signature. This seal provides a ...

• How to Send a Document for Signing with Secure Exchanges via Outlook Web?

  To utilize the Secure Exchanges signing system, it's essential to have either an Advanced or Pro license. For more information about our license offerings and to upgrade, please visit our website. Composing the Message: Start by writing your email as ...

• How do I track documents I've sent for signature?

  This feature is only available to users with a Pro license. To track documents sent for signature, you must log in to your account on our online portal and click on the "Signature Tracking" button: Then you can select the date range during which you ...