Adding Multiple Recipients Simultaneously


Available with:  All Plans          Users: All

Do you have a document that requires multiple recipients? Simply enter or paste a list of emails separated with semicolons and the recipients will be created automatically.

To Add Multiple Recipients Simultaneously:

  1. Start the process of Creating a New Document.
  2. Once on the Add Recipient’s page, click on the ellipses button next to Add Me (2) and select Add Multiple Recipients in the dropdown menu (3).

    Adding multiple recipients
  3. A pop up window will appear where you can type or paste your recipient’s emails separated with semicolon and a space. Click OK when done.

    Example of how to add multiple recipients in bulk
    Note: Do not place a semi-colon after the final email address. 
  4. Your recipients will automatically populate the workflow in the order listed as “signer” recipients.  Signority will prefill signers’ names using the first part of their email before the “@” symbol (1).  Please review the names in your list and make any required corrections.
    Multiple recipients added, check and correct any names not entered as you prefer

    Note: If any of the email addresses you have entered are invalid Signority will outline them in red to show you where any corrections are needed, as seen below.Invalid emails show up with a red outline

  5. Make any changes to the recipients, their settings, and customize the email message if required.
  6. Click Next and continue with the document creation process.

 

Creating A Signing Order for Your Documents

By default, Signority sends the document to everyone all at once, and they can sign as soon as you send the document. However, if your document has a specific workflow that people need to sign in, you can create a Signing Order to send out signing invitations in a specific sequence.

Setting Up a Signing Order

The process for sending the document out is the same as how you create electronic signature documents, just with a few changes.

  1. Begin by creating a New Document using the +New button.
  2. Upload the document that has a specific signing order.
  3. On the Recipients page, add the appropriate number of signers needed.
  4. Click Signing Order to create a sequence.
  5. Drag & sort the recipients in the correct order, or set their signing order number manually.
  1. When you’re done, move to the Editor page and add the Tags needed. Assign tags to the right signers. Once completed, click Next to send the document.

In the example above, the workflow goes in the following sequence:

  • Alison Wonderland receives the invitation first. When she completes the signing process, John Hancock will receive their invitation. When he submits the document, Kevin from Signority will be the last signer and receive their email.

When a sequence is created, invitation emails will only send after the previous person in the sequence completes their signing.
Note: You can allow multiple people to sign at the same step, just give them the same signing order number. For e.g. if Kevin from Signority, in the example above, was set to the 2nd signer as well as John Hancock, but John and Kevin will receive the invitation email simultaneously after Alison Wonderland submits her signature.
When a signing order is used, recipients who aren’t able to sign yet will be listed as “Invitation not Sent” in the Recipient List Page.

Customize Signing Order When A Recipient Rejects the Document

Role(s): Individual User, Team Admin, Super Admin

By default, if a recipient rejects the document, Signority will automatically continue the workflow by sending the document to the next recipient. However, you can also choose to cancel the document and choose if you want to send an email notifying the signers or not.

  1. To do this, open Global Settings (For team admins this is in the admin console under Settings)
  2. Under Signer Options select the dropdown for “Signing flow behavior when a recipient rejects:”
  3. Choose what workflow you would like to happen if a recipient rejects the document
    1. Continue with signing flow
    2. Cancel the document and send an email notifying the signers
    3. Cancel the document and do not send an email to the signers
  4. Select Save

Note: When “Cancel the document….” is chosen, the cancellation reason will be automatically generated as “Rejected by {{email of recipient}}”

Further Reading

Switch Signer Responsibility to Another Person as a Recipient
Sign Documents Online as a Recipient
Change Signers and Resend Invitation Emails

Creating and Using Electronic Signature Templates

You can save a great deal of time with Signority’s electronic signature templates. Whenever you need it, you can easily send pre-prepared documents to your signers with just a few clicks! Here’s a step-by-step guide to creating and using a template.

Creating and Using Electronic Signature Templates

To create a template, click +New and then New Template.
When prompted, click on the Regular Template icon.

Create new electronic signature templates
Creating a template is the same as creating a Document, but there are few things to keep in mind. First, is that you are taken directly to the Editor page, unlike a document, where you start on the Upload page.

Step by step to create electronic signature templates

  1. Begin by using the Add Files button in the middle to upload the document you wish to use for making the Template
  2. Click on Edit in the Recipients section to edit the Roles of your signers. Since this is a template, you will not be specifying the signer’s name and email like you did with a document. That will be added when you use the Template. Instead, create roles so you know whose name and email goes where, such as Client, Supervisor, or CEO. Add a signing order if you want to sequence your signers.

Setting up roles for your template

  1. Once you’ve created the roles for your template, go to the Settings in the top left and edit any email messages or notifications settings you want. This will become the default settings for your template, so whenever you use it, the document will have those settings as well.
  2. Finally, drag and drop Tags from the left and assign the tags to the correct roles by using the drop-down menu after selecting the tag. Continue through the rest of the template document.

Learn to assign tags to signers in your Template

  1. Once you’re done tagging, click on the More option in the top right next to the Use Template button. Select the Save File option to make sure all your changes are saved. When you’re finished, you can close the window or go back to the Dashboard.

Template options and how to use it
You’ve now finished creating the first of many electronic signature templates! For all your commonly used documents, try creating templates to save time!

Using Electronic Signature Templates

There are two ways to use a template you’ve created.

  1. From the Editor page where you were setting up the template. Where you clicked More>Save File, instead click the Use Template button; or
  2. Go to the Templates page from the Dashboard and then click the Use Template button to the right

Use electronic signature templates from template page

  1. After you click on the Use Template button, you’ll be prompted with the following message. Just confirm the creation of a New Document and you will be redirected to the Editor page to prepare for signatures. If you need to combine multiple templates into one document, check the “Use multiple templates” checkbox. To learn more about combining templates, read this article.

  1. Since the template has already set up the document with the tags, the only thing you need to do is click Edit next to the recipients, and then replace the Role names with the signer’s actual name and email.Please make sure that the roles are replaced with the names and emails of the signer to automatically assign the tags to them. If you add new signers (i.e using the Add Recipients or Add Me buttons), make sure to add new tags that are assigned to them.

learning how to change the roles to specified signers
When you’re happy with the document, you can just click  Go to the next step to send your document in the top right to send the document for electronic signatures! And you’re finished!

Further Readings

Track and Monitor Document Status & Workflow
Publishing Template Links for Online Signing
Setting Up Documents with Witness Signers

Send a Document for Signature

Getting signatures online is exactly what Signority is for. In this post, we’ll be going over how to create an electronic signature document so you can begin collecting signatures and closing business deals!
Before you begin, you’ll need two things:

  • A document to send (preferably in PDF format but almost any other file format will work); and
  • The names and emails of the signers for that document

How to Create an Electronic Signature Document

Begin by clicking +New and then New Document to start creating a new document.

  1. The Upload page: if you have a document that has PDF form fields or anchor text, you can select those options first before uploading your document. This will let the system know to upload while searching for those options. However, with or without Upload Options, upload or drag and drop the file you want to use to create electronic signature documents. A message will appear when a document is successfully uploaded and will be listed on the right-hand side. When you’re finished, click Next or Add My Recipients buttons to continue to the next step.
  2. The recipients page: Using  Add signers to collect your electronic signatures for this document , you can add as many signers as you need for a workflow. The Create a sequence for your signers option lets you create a sequence for your signers and further customize the workflow to fit your needs. When you’ve added your signers, personalize the invitation email to your signers by changing the email subject line and body message to suit your needs. When you’re finished, you can also set up some recipient and document settings on the right, such as setting up your automated reminder schedule and capturing page view evidence from your signers. When you’re done, click Next to edit the document to capture the electronic signature and any other information from your signers!
  1. On the Editor page, you will see the document you uploaded, as well as the signers listed on the left. You can change them if there were any mistakes or differences. At the top of the page, you can also customize the document settings. How to edit the document to collect electronic signatures
  2. Finally, once the document settings are finalized, drag and drop the tags from the left onto the screen. Use the drop down menu after selecting a tag to change who the tag is assigned to. You can get an overview of tags and what they do here. The tags will change color to indicate different assigned signers. Also notice that after you change a signer for one tag, the following tags will be assigned to them as well. You can find more information on tag settings and assigning tags here.
See how to add tags and assign them to the right signers

 

  1. When you’re finished assigning tags to all your signers, review the document and then Next to finish up the design process. When prompted, select the standard electronic signature option.
When you're ready to send, select the eSignature option

 

  1. When it’s successfully sent, you will be taken to a Congratulations page to confirm that it was sent properly. The system will count this send towards your usage. Notice that regardless of the number of signatures or files in each document sent, Signority will only count it as one.

If you need more information, check out our video below and get a step by step on how to create electronic signature documents from scratch.

Further Reading

Learn how to set up templates
Learn how to set up default reminder schedules and deadlines
Learn how to electronically sign a document for yourself