Creating bulk links

Bulk Links are used for scenarios where you would like to have many people sign an identical contract separately over a period. The number of people signing the contract or their identity need not be known when the bulk link is configured. Once a bulk link is active, anyone with access to that URL can sign the contract. A limitation is that there can only be one signer in the document. This is ideal for scenarios like a new employee needing to sign an NDA, the same link can be given to every new employee when they join. The process to create Bulk Links is outlined below:

• Click Create New and select the Create New Bulk Link option, or you can select the New Bulk Link option from My Bulk Links.
• You will be taken to the Prepare Bulk Link Document page.
• Enter the bulk link document title in the Title field, and also add the welcome message and the acknowledgment message in the respective fields.

• Then, add files in the Add file(s) section and role in the Recipient Role column.
• You can see the options like Select Brand, Allow signers to re-assign, Limit responses, and Expires in under the Settings section. In the Limit responses field, you can limit the responses and restrict the number of users who can sign.
• Then, make the changes as needed, and click Next.

• On the form fields page, add the required fields and click Create Bulk Link.
• The Bulk link will be successfully created and the URL link and Embed code will be generated.

• Now, you can share the link with the signers. Anyone who has access to that link can sign the contract.
• When the signer opens the link, they will be prompted to enter their Name and Email ID.

• Once entered, a verification code will be sent to their email ID to ensure that they have access to the specified email address.

• After entering the verification code, they will be allowed to sign the document.

• Once the signing process is completed, the confirmation message will be displayed as shown below.