1. Navigate to Bulk Actions: Click Bulk Actions (grid icon) in the Workflows sidebar.
2. Open Bulk Sign Contracts: Under Bulk Creation & Signing, click the Bulk Sign Contracts card. The Select Contracts (Step 1 of 2) dialog appears.
3. Select Contracts to Sign: Use search and filter controls to locate signable contracts. Check the boxes next to each contract you want to request signatures for. Click Next to continue.
4. Configure Bulk Signing: The Configure Bulk Signing (Step 2 of 2) dialog opens. Review the Important Information panel. (Optional) To add an internal signatory, check Add an internal signatory for all selected contracts? and enter details.
5. Start Bulk Signing: Click Start Signing. A loading overlay appears with a spinner and message Initiating signing process….
6. Receive Confirmation: On success, the dialog closes and a toast message confirms: Initiated signing process for X contract(s). You will be notified of the progress.
7. Review Signed Contracts: You will receive an email notification when signing completes.
Tips
Ensure contracts are in a “signable” state before starting.
Verify you selected the correct contract versions.
Monitor your email for completion notifications.
If any requests fail, review the notification details for error information.