Notifications
Q: Can i send automatically the finished signed document to all signers ?
Yes, please enable the "Send finished documents to all signers" from the draft options section.
Q: Can i send automatic reminders to signers ?
Yes, automatic reminders are supported (you, as a sender, set the recurrence of days in which these notifications will be sent).
Manual reminders are also supported, the limit is set to 1 reminder per day.
Q: In which language do i receive the email notifications from Bulksign?
Same language as your configured UI language.
Q: The email sender when receiving emails is always Bulksign. Is it correct ?
Yes, the "Email Sender Format" setting only applies to emails sent to recipients.
Q: From where can i set the default notification language which is applied when creating new envelopes ?
Go to Settings\Account. The setting name is called "Default language for notification emails".
Q: Can i choose different notification language for each recipient ?
No, the notification language is global set at the envelope level.
Signatures
Q: How can I choose the design of my own signature ?
Goto Settings\My Signature
Q: Can I upload a scanned image of my signature ?
Yes, go to Settings\My Signature and choose
Q: How can I change the design of each signature type?
This can be done from Settings\Signature Imprints. See also the documentation about this.
Templates
Q: Can i share these templates between my organization members?
Yes, templates marked as "shared" are accessible by all organization members.
Contacts
Q: Can i share contacts to be accessible to ALL organization users ?
Yes, these contacts need to be added by an organization administrator from Settings\Shared Contracts.
Q: How can I manage my own contacts ?
Navigate to Settings \ Contacts.
Q: How can i change the design for ALL types of signatures ?
Signing flows
Q: What signing flows are supported ?
Please see the signing flows section
Q: Can i protect the documents to be signed ?
Yes, we support protecting the documents in 2 ways :
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Password. You, the document sender, can set a password and the signer will have to
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OTP sent by SMS : we send a temporary access OTP using SMS to the signer phone number. The document can only be accessed with that pin.
Q: Is form filling supported ?
Yes, besides signing documents, form filling is also supported.
Q: What signature types are supported ?
Please see the signature types section
Q: Can i sign the envelope documents multiple times in the same flow ?
Yes, use an automatic signer.
General functionality
Q: Can i send multiple PDF documents at once to be signed ?
Yes, multiple documents can be grouped together in a envelope and sent for signing at the same time.
Q: I don't have a PDF document. Can i still use Bulksign ?
Absolutely, we support all MS Office, text and images as input and convert those to PDF documents.
Q: I want signers to use sign the documents with my own certificate instead of the Bulksign certificate. Is it possible ?
Yes, it's possible. Your own digital certificate can be configured from Settings \ Signing Certificate.
Q: My documents are usually in the cloud. Can i import them ?
Absolutely. We support Dropbox, OneDrive and Box.
Q: I usually send documents to sign to the same people. Is there a way to save their details in Bulksign?
Absolutely. You have access to "Contacts" to save the contact informations
Q: Which options are set per envelope ?
The following options are created per envelope and changing them (after the envelope was sent for signing) has no influence on already sent envelopes :
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Redirection URL : the redirection url can be set per envelope from API or inherited directly from the "Signing Redirection" setting
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Signature Disclosure : if Signature Disclosure is enabled , the value is copied to the envelope when is sent, so changing the Signature Disclosure has no influence on already sent envelopes.
Q: Why "Receive Copy" recipients do not receive email with finished documents when signers reject ?
When a signer will reject the document, the envelope is marked as completed. Since the content of the document was not changed, the "Receive Copy" recipients will not receive the document by email.
Q: Can the same envelope appear in both "Must Sign" and "Waiting for others" filters ?
Yes, an concurrent envelope which can be signed both by current user and another user will appear in both filters.
Advanced Functionality
Q: What should i configure for PAdES signature compliancy ?
The PAdES Baseline Profile Specification list the following levels :
B-Level:Short-term electronic signatures with signing certificate
T-Level:B-Level + timestamp of a TSA (Time Stamping Authority) to prove that the document existed at specific date and time
LT-Level:T-Level + full set of certificates and revocation data to allow validation of the document without the signing environment
LTA-Level:LT-Level + document timestamp of a TSA (Time Stamping Authority)
To configure PAdES level, go to Settings \ Signatures and enable these options as required (enabling both of them will result in PAdES LTA-Level) :
Q: What happens if the signing certificate CRL/OCSP data cannot be obtained ?
The signing will be successfull but the signature will not be LTV enabled.
Q : "The PDF file cannot be used because the document restrictions prevent further signing"
If you receive this error message when uploading a PDF file to Bulksign, this error means the PDF document security settings prevent further document processing. To stop breaking/invalidating the existing signature fields, Bulksign will reject processing the PDF file.
Please open the PDF file in Adobe Acrobat and check for the following settings :
- document properties :
- signatures panel : to see if the PDF has been certified with a field which prevents further document changes :
- signatures panel : to see if the PDF has been signed with a signature field which locks the document and prevents further changes :
Q: "The PDF file has 3 read only form fields. Those will not be available for recipient assignment"
This means the PDF file contains read-only fields and these fields will NOT be available for recipient assignment and form filling.
Q: Can signers delegate signing the documents to another person from their company ?
Yes, the delegation option needs to enabled per envelope, the option name is "Allow Recipient Delegation".
Q: Can my document(s) be certified before being sent for signing ?
Yes, this is enabled per envelope, the option name is "Certify each PDF document before sending it for signing"
Q: After all recipients sign the documents, is it possible to "lock" the documents to prevent further changes to it ?
Yes, the per envelope option is named "Prevent documents field editing on envelope completion". If that option is enabled, on completion the document(s) will be signed with an extra signature that locks the document.
Q: Is it possible to timestamp the document(s) when each signer is finishing signing ? How about a one time timestamp when the envelope is completed ?
Yes, for serial envelopes both option are supported. Here is how the envelope option looks like :
For bulk envelopes, if the timestamping option is enabled, the timestamping is done when the signer is finishing the document.
Q: I am trying to enable the document and/or signature timestamping but the options are disabled. Why is this ?
Please navigate to Settings\Signatures and enable the timestamping feature (you must enter the URL and credentials of the service you want to use). After please please log off, log back in and the feature will be enabled.
Q: Is timestamping fails for some reason (the third party timestamping service is down), will signing also fail ?
On bulksign.com the signature is still being applied despite the timestamp failure. For on-premise instance, this is configurable.
Q: When adding attachments/new form fields to a document, i encounter this error : "Form field or attachment cannot be added because this document is already signed. Only new signature fields are can be added"
The error means the document upload to Bulksign is already signed. New attachments/form fields cannot be added because they will break the existing signatures. Only new annotations and signatures can be added.
Q: I want all signatures to have my own company logo when signed. Is it possible ?
Yes, this is possible. Please see the visual customization section which allows you to upload a transparent background image with your logo which will be used for all signatures (except Stamp).
Q: Can batch signing be used for all signature types ?
Batch signing works for all signature types besides LocalCertificate and remote signing.