How to create a Bulk Sign document

Follow the steps below to create a bulk sign document on your own.

1. First, navigate to ‘Z-Vault’ and click ‘Create’ to start creating a bulk sign document.
2. Then select the ‘Bulk Sign’ tile and click ‘Next’

Now you can upload the files you want to process. 

Upload a File

• Select the file required, from the ‘Upload’ section.

• Once the required file is selected, the file details will be displayed. (File Name, Type and Size)
• Multiple files can be uploaded by selecting the ‘Upload’ icon      again.
• Any uploaded documents can be deleted by simply selecting the ‘Delete’ icon            after the document.

• Once the desired documents are uploaded, select the ‘Next’ button to move on to the next step of adding recipients.
• The document upload status will be displayed at the bottom of the ‘Add recipients’ page.
• There are three different upload status types. The final one is ‘Document Preparation Done’.

Assign Recipients 

• ·Select the ‘plus’ icon displayed inside the ‘Add step’ box.
• Select Contacts/ Group of contacts to create the steps
• Bulk Sign step should be the last step and it cannot be the only step in the workflow
• To add bulk sign step, select ‘Bulk Step’ from ‘Step Type’
• And then assign users for that step
• Click ‘Done’ to finish

• If you want to check step details, click info icon  

• Once you create the workflow adding all the required steps including bulk step as the last step, the ‘Next’ button enables
• To continue click ‘Next’

Now you can assign tools for the users in the steps from the following ‘Action’ window.

Add Tools

• From your opened document, a toolbar will be displayed with all the available tools that can be added to your document.
• Opening the drop-down menu, select the required step to which you wish to add a tool. The first step will be selected by default.
• Each step must include at least one tool to complete the workflow.
• When adding a tool, drag and drop the required tool to place it within your document.
• Size of the added tool can be adjusted as required.
• Each tool is color-coordinated according to the step to which it was added. The document preview displays color-coded tags on the pages where tools have been added.

• The tools added can also be edited. To do so, select a tool to open its properties panel.
• The selected tool can be deleted or renamed as required.
• Each tool has properties that can be defined or edited.

Review

• Add the ‘Document Name*’ and ‘Description’.
• The ‘Document Name’ field is mandatory. The ‘Next’ button will be disabled until this field is updated.
• Then you have the option to add a security option to the document by enabling ‘Password Protect Document’. To enable that, slide the toggle towards right side.
  • Then opens the text box to add a password to your document.
  • Type your password. (This password will have to share with other users in the workflow to open the document)
• Next you can add an ‘Expiration Date’ to the document ass needed

• If all good, click ‘Next’ button to finish the process

• Check your Z-Vault In-Progress basket to view the bulk sign document you created.
• It should display the document status with signature status of bulk step users.