Home → Client Onboarding → Sales Rep → Signing Multiple Forms Simultaneously (Batch Signing)

1.42. Signing Multiple Forms Simultaneously (Batch Signing)

When multiple documents have been completed, you can sign all of them using a single signature. This feature is known as "batch signing".

Proceed to one of the following sections below for more information:

"Batch Signing" Versus "Bulk Signing"

Batch signing, described in this topic, allows you to sign multiple documents using a single signature.

A similar feature, bulk signing, allows you to sign multiple signature fields in a single document using a single signature. For more information on using this feature, as part of the process of signing a single document, see Signing an Individual Form/Document.

Signing Multiple Forms

  1. Tap All Documents to access all of your completed documents that may be signed.
  2. Select the documents you want to sign use one of the following methods:
    • If you want to sign all available documents, as determined automatically by the app, proceed to the next step.
    • If you want to manually select the documents you will sign, use the Select option.
      Tip: Use the Search text box to refine the list of displayed documents.
  3. Locate the Sign option at the bottom of the app. The number displayed next to the option shows you the number of documents that will be signed simultaneously. In the example below, two documents have been selected.
  4. Tap the Sign option.
    The Sign Documents screen appears, allowing you to verify the batch signing, and confirming the number of documents to be signed.
  5. Tap Yes.
    The Signer Selection (Who is signing?) screen appears, and you are prompted to specify who will sign the documents based on the "signer name" field associated with the signatures.
     
  6. Tap the correct signer.
    The Which signature(s)? screen appears.
     
  7. Select the signature field(s) that will use the signature via either of the following methods:
    • Tap individual signature fields. Selected signature fields display a check mark, as shown below.

      Note: You can also tap selected fields to un-select them (remove the check mark). 
    • Tap the Select All option at the bottom of the Which signature(s)? screen. 
  8. Tap Continue.

    The Review and sign screen appears, showing the documents that will be associated with the signature and a signature canvas itself.  
     
  9. Verify that the correct documents are listed.
  10. In the signature canvas, sign the documents using your finger.
     
  11. Click Apply Signature.

    A screen appears informing you that the signature was applied to the documents.
     
  12. Tap OK.
    The signed documents are updated and moved to the Signed Documents list.
     

This page was: Helpful | Not Helpful
← 3.14. Contacting EOS Technical Support