Obtain Mass eSignatures 

Send a single envelope to a high volume of recipients with a few simple clicks using Foxit eSign’s mass signature solutions. With Bulk signature requests, each recipient will receive a unique copy to sign. Convenient, easy, and cost-effective! 

If users need to obtain a copy of the same document signed by a large number of signers, they can use Foxit eSign’s Bulk e-signature solutions to take care of simultaneously. Some examples for Bulk e-signatures include schools obtaining e-signatures on permission slips, homeowners associations (HOA) getting e-signatures on new mandates, human resources professionals obtaining employee documents, and more. 

There are two methods for obtaining mass signatures for your forms: using Bulk Send, or the Online Form feature. 

Overview of Bulk Send and Online Forms 

Bulk Send

• Only for Enterprise plan 
• Bulk sending via Foxit eSign allows companies to use Foxit eSign SMTP services 
• The recipients in the bulk list can sign in any sequence 
• Data can be prefilled for each individual document's field values using Bulk Send Field Merge with an Excel sheet when sending bulk e-signatures 
• An email list can be uploaded into Foxit eSign to send for bulk e-signatures  

Online Form Link

• Only for eSign Pro and Enterprise plans 
• The Online Form link works best when forms are signed using your own company email service 
• The Online Form link is always signed by the first signer 
• Can embed a link to capture e-signatures from a website or application 
• Utilizes a dynamic URL link to prefill Online Form automation  
• Distributes a link by email or can send it via text message directly to recipients 
• Can Draft URL link for internal use to give access to template sending for non-Foxit eSign users of your account 

What are Bulk eSignature Requests? 

The e-signature process for bulk sending is the same as sending to a single signer except it will send to a previously created email group. An Email Group is a contact list of recipients, composed of one or hundreds of signers. Each recipient in the selected Email Group receives an individual copy of the envelope to fill out and sign electronically.

Create an Email Group

Add recipients to a contact list by creating an Email Group. Find Email Groups on the left hand side panel under the Settings tab. Create an Email Group using one of the options below.

• Select contacts from your Address Book and manually add recipients

• Upload an Excel sheet by clicking  to easily add and assign contacts into Email Groups

Field Merge 

Prefill values for field for each envelope when using bulk send. Customized the fields with the Field Merge feature Bulk upload of data.  

How to Bulk Send 

Foxit eSign’s direct bulk sending feature can be used to send documents or templates.

For Templates 

An existing Email Group is required for the process below. 

1. Upload and prepare a template or select an already created template. Click Send. 
2. Navigate to the Assign Recipient step by clicking Next.
3. Click Add Group. Select an Email Group from the list.
4. Click Next. (Optional) Prefill values using Field Merge. 
5. Click Next. (Optional) Select Email Template. Click Send Now. 

For Documents 

An existing Email Group is required for the process below. 

1. Upload a document.  
2. Navigate to the Assign Recipient step by clicking Next.
3. Click Add Group. Select an Email Group from the list.
4. Click Next. Edit your document by adding fields and assign them to your parties. Click Send. 
5. (Optional) Select an Email Template. Click Send. 

Manage Bulks 

After sending documents, it will automatically take the user to the Bulks dashboard. This page will automatically refresh every 10 seconds while documents are being processed and provide the status of the documents being sent out. If there are hundreds of signers in the bulk signature email group, the dashboard can be closed and users will receive an emailed notification of completion. After receiving the completion email, log back into Foxit eSign and navigate to the bulk folder to further manage.

1. Navigate to the Documents tab in the left side panel. Click Bulks. 
2. Here, you can see a list of the documents/envelopes that have been sent for bulk signatures, to which email group, and what date it was sent. 
3. Click the name of the document/folder. 

Dashboard 

The Bulks Dashboard provides insight into the status of your bulk sends. Information presented here includes: 

• Recipient’s Name 
• Recipient’s Email Address 
• Last action (not opened, opened, viewed, or signed) for each recipient and a diagram showing percentages for each last action 
• Folder status (shared, partially signed, or executed) for each recipient and diagram showing percentages for each folder status 

Reports 

Download envelopes and their statuses at any given point using the Excel export icon at the bottom of the screen. Download completed documents with each envelopes individual field values by using the Excel export icon above the table showing recipient parties.  

Reminders 

Reminders can be easily sent to all recipients who have not yet signed the document by clicking the Remind All button. 

Edit Reminder Email 

To edit an email for a specific document, view the folder and click the Remind button or click Send Signature Reminder(s) from the More Action menu in the top right corner. Edit the content of the signature reminder and click Send. 

Cancellations 

The sender can cancel one or all of the folders sent for the signature. 

Customize Folder Information 

By clicking View Folder, you can organize documents by adding labels, notifications for agreement renewals, or important information about the Envelope for each recipient.