This article explains how to sent and manage multiple documents in Stiply. Stiply allows users to send and manage multiple documents for electronic signature, making it easier for businesses or individuals who need to handle several documents simultaneously.
What is Managing Multiple Documents in Stiply?
Managing multiple documents in Stiply involves uploading, sending, and tracking several documents at once for digital signatures. This feature is especially useful for handling signature requests that contain multiple documents efficiently.
Key Features of Managing Multiple Documents:
- Batch Upload: Upload and send multiple documents for signature in one process.
- Efficient Management: Manage the signing process for several documents at the same time.
- Tracking: Monitor the status of each document and signer in real time.
How to Sent a Request with Multiple Documents in Stiply
Step 1: Log into Your Stiply Account
- Visit Stiply's Website and log into your account using your credentials.
Step 2: Upload Multiple Documents
- Go to the Documents section in your Stiply account.
- Click on Upload Documents and select the first document to upload for signing.
- You'll get to a next page where you can add the other documents and change settings of the request.
Step 3: Add Signers for Each Document
- After uploading, assign signers tothe sign request, all added signers have to sign all the documents.
- Specify the fields (such as signature, date, etc.) in each document.
Step 4: Send the Documents for Signature
- Once the documents are ready and the signers have been assigned, click Send to dispatch the documents for signing.
- Recipients will receive one email for each document, containing a link to the document that requires their signature.
Step 5: Track the Signing Process
After sending the documents, you can track the status of each one. In your Stiply account, the status will show as:
- In Progress: Document is awaiting signatures.
- Signed: Document has been completed and signed.
- Failed: Document has not been signed.
If one of the signers cancels their request to sign the document the whole request will be cancelled. It is not possible to download the request with the signatures of the other signers as the document is marked incomplete.
Why Use the Multiple Documents Feature in Stiply?
Using the multiple documents feature in Stiply provides several advantages:
- Saves Time: Sending multiple documents at once eliminates the need for repeated individual document uploads and requests.
- Streamlines Workflow: Managing several documents at the same time keeps everything organized, ensuring no document is overlooked.
- Improves Efficiency: You can handle multiple signers and documents quickly and efficiently without managing each document separately.
Use Cases for Managing Multiple Documents
The ability to manage multiple documents in Stiply is especially beneficial in the following scenarios:
- Corporate Contracts: Send several contracts to multiple employees and/ or clients for signature at once.
- Legal Agreements: Manage multiple legal documents that require signatures from different parties.