User Guide

Bulksign supports 2 types of recipients :

These type of recipients are the actual signers of the document(s).

Receives Copy :
"Receive Copy" recipients will receive a copy of the signed documents. Please note the "Receive Copy" can receive a document copy ONLY after all the signers have signed the document.

Signer recipient authentication
Besides the builtin access code security, as the sender of the document you have the possibility to add another layers of security :

- Password : access to the document can also be protected with a password. Just please keep in mind that it becomes your responsibility to securely communicate the password to the recipient.

- SMS code : (please note this is not available for license types) . When the recipient is trying to access the document, a code is generated and a sms is sent to the recipient (to the phone number you, as a sender, you have set). The recipient has a few minutes to get the code and authenticate with it.

Signature fields
To send a new document for signing, each signer must be assigned at least 1 signature field.

Recipient Delegation
If the sender enables recipient delegation, a recipient can delegate singing to another persone if he thinks he is not the right person to sign that specific document. The delegation can be done in 2 ways :
- direct : if the recipient does not have authentification enabled, the delegation is done directly.
- approved by sender. When the recipient has authentication, the sender has to approve the delegation and set new authentication options for the new recipient.