Yes, please enable the "Send finished documents to all signers" from the draft options section.
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.
Same language as your configured UI language.
Yes, the "Email Sender Format" setting ONLY applies to emails sent to recipients.
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".
The limit is set to 10 MB. If the envelope documents are smaller than 10 MB the recipient will receive those as an attachment. Otherwise the recipient will receive a link which allows them to download the documents.
Please contact our support and report the email address.
The final email sent to recipients fully supports HTML. But the sign email subject, message and personal message DO NOT allow html for security reasons.
In a serial envelope, the first signer cannot be deleted while it's possible to delete the others. Why is that ?
If you need to delete the first signer, our recommendation is to cancel the envelope and create a new one. The reason delete is not allowed is because the signer might have already opened the SignStep for signing and deleting it will result in a bad user experience.
There are some scenarios in which the recipient cannot be replaced :
- the recipient was delegated to sign but you, the envelope sender, have not accepted the delegation yet. Accept the delegation and, afterwards, it will be possible to replace the recipient.
- in concurrent mode, the recipient has locked the SignStep. You have to "Unlock" the signer first and then you can replace it.
the existing SignStep is invalidated and the signer will be redirected to an error page that asks him to re-check his email and open the new signing link.
a new SignStep is generated for the signer.
a new sign email is sent.
Please note that, in this scenario, the signer's changes to the document will be reverted.
Receive Copy recipient : can be edited or deleted while there is still 1 more signer active.
Automatic Recipient : no changes allowed
Signer : can be edited at any time expect for the scenarios highlighted above. Can be deleted when is not the current/only signer.
Approver : can be edited at any time. Can be deleted when the envelope contains at least 1 more signer.
If you change the email address of the signer (or the personal message for that specific signer), a new sign email will be dispatched to the signer. Changing the name/phone number/authentication methods will NOT trigger a new sign email.
Sometimes I see in the recipient setting an option to edit the email address. Why is this option available?
If we detect that email sent to that recipient bounced, we offer you the option to change the email address because the current one might be invalid (maybe misspelled).
Go to Settings\My Signature and set your signature there.
Yes, go to Settings\My Signature and choose "Upload Signature Image"
This can be done from Settings\Signature Imprints. See also the documentation about this.
Yes, templates marked as "shared" are accessible by all organization members.
Yes, these contacts need to be added by an organization administrator from Settings\Shared Contracts.
Navigate to Settings \ Contacts.
Please see the signing flows section
There are multiple ways :
Password : you, the document sender, can set a password and the signer will have to authenticate using that password
SMS OTP : we send a temporary access OTP using SMS to the signer phone number. The document can only be accessed with that OTP during its validity period.
OAUTH/OIDC and SAML providers : authenticate the user by having him to login with your own specific identity provider.
Yes, besides signing documents, form filling is also supported.
Please see the signature types section
Yes, use an automatic signer.
Yes, multiple documents can be grouped together in a envelope and sent for signing at the same time.
Absolutely, we support all MS Office, text and images as input and convert those to PDF documents.
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.
Absolutely. We support Dropbox, OneDrive and Box.
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 information
The following options are created per envelope and changing them (after the envelope was sent for signing) has no influence on already sent envelopes :
Redirection URL : the redirection URL can be set per envelope from API or inherited directly from the "Signing Redirection" setting
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.
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.
Yes, an concurrent envelope which can be signed both by current user and another user will appear in both filters.
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 and activating timestamp per signature will result in PAdES LT-Level).
For LTA please make sure you also enable document timestamping.
The signing will be successful but the signature will not be LTV/PADES LT enabled.
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 :
"The PDF file has 'x' read only form fields. Those will not be available for recipient assignment". What does this message means ?
This means the PDF file contains read-only fields and these fields will NOT be available for recipient assignment and form filling.
Yes, the delegation option needs to enabled per envelope, the option name is "Allow Recipient Delegation".
Yes, this is enabled per envelope, the option name is "Certify each PDF document before sending it for signing"
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.
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.
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.
Is timestamping fails for some reason (the third party timestamping service is down), will signing also fail ?
This is configurable from Settings\Sigatures. Enabling the option "Ignore timestamping error and continue signing" will ensure signing will complete successfully despite the timestamp failure. If that option is disabled, signing will fail and the user will see a "Timestamping failed" error dialog.
Yes, in Settings\Signatures, please enable the option "Timestamp audit trail".
When adding attachments/new form fields to a document, i encounter this warning : "Form field or attachment cannot be added because this document is already signed. Only new signature fields are can be added"
The warning means the document upload to Bulksign is already signed and locked. New attachments/form fields cannot be added because they will break the existing signatures. Only new annotations and signatures can be added.
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).
Batch signing works for all signature types besides LocalCertificate and remote signing.
I have created my account using Google/Gitlab/Github. Is it possible to switch to a local password based login which doesn't depend on Google/Github/Gitlab ?
Yes, it is.If you want to switch, please contact our support team with this request.
Please contact our support team about this scenario.
These are available in "Settings\Event Log".
I have an envelopeId stored by my integration. Is there a way to find the envelope current status from UI even if I'm not the envelope sender ?
After version 4.82 : Go to "Settings\Envelope Information" and enter the envelope id.
Before version 4.82 : Go to "Settings\Usage Report" and choose the appropriate interval. Then click "Export Detailed" to obtained the detailed information. Open the resulting CVS file in a text editor and search for the envelopeId :
if the id is found, you can also find additional info : status, sender and envelope name, sent date etc.
if the envelope is deleted, from Settings\Event Log, select "EnvelopeDelete" and search for is to find more info.