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2.30. Using Batch Signing

Batch signing allows you to sign multiple documents, with a single signature, via the Browse dialog box. Once the documents are selected, you can pick and choose the fields that you want to sign.

Accessing and Using the Feature

The batch signing feature is used by accessing the desired documents via the Browse dialog box.

  1. From the Browse dialog box, select the documents that you want to sign.
  2. On the Browse dialog box's toolbar, click the sign button.
    The Who is signging? screen appears, and displays the number of documents and valid signature fields in the selected documents.
  3. Click sign.
    The Select signatures to sign dialog box appears.
  4. Select the fields you want to sign using the check boxes to the left of each listed field.
  5. Click review documents and sign.
    The Select documents to sign dialog box appears.
  6. Select the actual documents that you want to sign using the check boxes to the left of each listed document.
  7. (optional) Click view to see each selected document in the Document Viewer. Each document is opened in its own Document Viewer dialog box.
  8. Click sign.
    The Signature Pad dialog box appears.
  9. Using your mouse, add your signature to the pad.
  10. Click accept.

    Tip: If you are not satisfied with the signature, click clear to recreate it.

    The signature is applied to the selected fields in the selected documents, and each document is opened in its own Document Viewer window, allowing you to see the applied signatures. In addition, the Signed documents dialog box appears, allowing you to review the signature actions that just occurred.
  11. Perform any of the following actions, as desired:
    • Click a listed document to select it, and click Signature info to view additional information about the signature itself.
    • Click a listed document to select it, and click view to open the document in the Document Viewer.
    • Click close to exit the dialog box.

Accessing for the Search Feature

You can also access batch signing using the EOS Search feature. When multiple documents are selected, the batch sign button becomes active.

Clicking the batch sign button opens the Who is signing? screen.

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