User Guide



Administration Settings

Please note that this section is accessible only for the organization administrators

Organization
organization image

Name : set the name of your organization

Email template language : the default email template language used for user invitations.

Default email subject : Set the default subject of the sign email

Default email body : Set the default body of the sign email. You can use the following placeholders :

- {{#RecipientName#}} : placeholder for recipient name
- {{#SenderName#}} : placeholder for your name (the name of the document sender)

Licensing : shows details about the current Bulksign license.

Remove organization account : if you decide to stop using Bulksign from here you can delete the organization account (along with all users and documents).
Users
users image

From here you a organization administrator can manage the organization's users. He can invite new users to join the organization or remove a existing user.

Signature disclosure
signature disclosure image

The signature disclosure is optional disclaimer that can be set globally for organization. That disclosure text will be shown to each signer before they can read and sign the document.

Usage Report
usage report image

Shows usage details for specific periods of time.


Signing settings
usage report image
Signing Settings :

Enable automatic finishing after all signatures are done : If this is enabled, the document will automatically "finished" after the signer will sign the last signature field. If this is not enabled, the signer is required to click the "Finish" button.

Force the signers to read the document before signing : If this is enabled, the user is forced to read the document before being allowed to sign and fill form fields.

Signer Notifications :

Send email notification to current signers when i cancel a bundle : If this is enabled, the current recipient(s) will receive a email notification if you cancel the bundle.

In serial bundle mode, send the recipient his signed document is it not a CC recipient : If this is enabled (and only for serial bundles), the signed document will be sent to the signer, only if the signers is not also a CC recipient.

Signature Overlays :

Enable Signature Overlay : This allows you to enable the signature overlay settings with the following values:

Signer Name : draws the signer name on the signature field.
Signer Email : draws the signer email on the signature field.
Signer IP : draws the signer ip address on the signature field.
Date and time : draws the date and time at which signing occurred. You can also choose the timezone and format of the date.

Here's how a signature with overlay looks like :



Visual Customization
( please note that this option is available only for specific license types )

visual customization image

This allows you to customize/brand the appeareance of the signing application in 2 ways :
- upload your organization logo to be displayed instead of the default Bulksign logo.
- with custom CSS the visual appeareance of different UI elements can be customized. Here's a example of a custom css file.


Signing redirection
( please note that this option is available only for specific license types )

singing redirection image
This option allows you to set a organization wide url to which the signing application will redirect after users finish the signing process.


Signing Certificate
( please note that this option is available only for specific license types )

certificate customization image
From here, you can upload your own custom certificate file (files in pfx/p12 formats are supported), which will be used to sign all documents send from your organization.