Transcript

Transcript

With bulk signature requests and link square sign, you can quickly generate multiple signature requests at once.

First, upload the boilerplate agreement from the link square sign app. Adjust the name if needed and toggle on bulk send.

Instead of configuring each agreement separately, you'll configure the agreement once using recipient roles.

Let's say you're adding an addendum to your vendor code of conduct. You could create recipient roles for your vendors, legal, and procurement team.

Once you've created your recipient roles, you simply map the signature fields for each role onto the agreement.

From there, sign automatically creates a CSV template that is preconfigured with your recipient roles. Just download the template and insert your recipient's names and contact information.

Each row represents a separate signature request.

You can customize each agreement name in the CSV so you can easily identify and track each signature request.

Once completed, you can upload the revised CSV and send the signature request with the click of a button.

And your requests are on their way. Each signature request will live separately in link square sign and finalize. To learn more about bulk signature requests or link square sign, visit the knowledge base.