How to skip the signer verification in bulk links?
This article will guide you on how to skip the signer verification for Bulk Link signers using query parameters. Bulk Links enable you to send a single link to multiple signers and bypass the signer’s identification details, saving both you and the signers’ time.
Create bulk links
Follow the steps below to create a new bulk link and pre-fill signer information using query parameters:
- Click on Create New, go to Create New Bulk Link and you will be directed to the Prepare Bulk Link Document page.
- Add Bulk Link Title, Welcome message, and Acknowledgment message in their respective fields.
- Then, add file in the Add file(s) section.
- On the Initiator Role section, click to disable the
Email verification requiredoption to disable verification for bulk link signers. By default, this option is enabled.
- Add all the required fields and click
Nextto go to the configure fields page. - On the configure fields page, add the required form fields, and click the
Create Bulk Linkbutton. - You have now created a bulk link with email verification disabled.
- Signers can now sign the document without being required to go through email verification.
Pre-filling signer’s name and email using query parameters
You can pre-fill the signer’s name and email using query parameters in the URL to skip the signer’s verification step. Use the following syntax:
| Query Parameter | Definitions |
|---|---|
| {URL}&{ROLE}_signerName={name}&{ROLE}_signerEmail={email} | • {URL} - Replace with the bulk link’s URL from the overview page or dialog shown after creating the bulk link. |
| • {ROLE} - Replace with the recipient role selected while creating the bulk link. • {name} - Replace with the signer’s name. • {email} - Replace with the signer’s email address. |
To pre-fill the signer’s information, make sure to provide both the signer’s name and email in the query parameters; otherwise, the verification process will not be skipped.
How it works
To simplify the signing process for your signers, you can bypass the initial signer information page and take them directly to the document signing page. Typically, when a signer accesses your bulk link URL to sign the document, they are usually presented with a signer information screen where they have to provide their name and email, and then verify their identity through an OTP sent to their email. See the screenshot below for reference:
However, if you have correctly set up the bulk link query parameters with the signer’s name and email, as per the syntax mentioned earlier, the signer can bypass this verification page and proceed straight to the signing page, as shown in the screenshot below. This simplifies the signing process and saves time for your signers, making it more efficient.
