Bulk Sign for Multiple Users

Business Background

Teams often need to send multiple documents for signing simultaneously, whether to a single signer or multiple signers. Managing these documents individually can slow down completion times and increase the manual setup required.

Bulk Sign addresses this need by providing teams with a faster and more consistent way to manage high-volume signing workflows directly in Titan Sign.

Titan Solution

Bulk Sign allows users to send multiple documents in one signing session, eliminating the need to prepare and send each file separately. Each signer receives their own secure session and can complete all documents in one streamlined flow.

This feature simplifies document management, reduces time spent on repetitive tasks, and ensures every signed file remains separate for accurate record-keeping.

Key Capabilities

• Same Signer, Same Order
  All documents in the signing session must contain the same signers and be in the same order. 
• One Signing Session, Multiple Documents
  All documents are grouped together for a unified signing experience. 
• Separate Outputs
  Final signed files remain as separate documents. Files are not merged. 
• Delivery Handling
  Each signer receives separate emails for every final signed document. 

Benefits

• Faster Workflows
  Send and process multiple documents in one go. 
• Single Signing Session
  All signers complete every document in one session. 
• Organized output
  Each signed file is stored separately for easier tracking and compliance.

Feature Notes and Usage Conditions

When configuring Bulk Sign, review the points below to ensure each template is set up correctly in the Builder. These settings determine whether the signing process runs as expected.

• Independent Mode – Bulk Sign requires a linear signing process. Turn this feature off in the Builder.
• Dynamic Signer – Turn this feature off to prevent mismatched signer lists across documents.
• Signer Types – Ensure signer types are aligned in the same position across all documents before sending.
• CLM Integration – Create Bulk Sign sessions separately from CLM workflows.
• Multiple Signers on a Single Device – Turn this feature off. Each signer must complete their session on their own device.
• Signer Section – Do not include Signer Section elements in Bulk Sign workflows.
• SmartV – Turn this feature off when using Bulk Sign.
• SSO – Ensure SSO is enabled across all projects included in the session for consistent access.
• 2FA – Use the same two-factor authentication configuration across all projects (enabled or disabled). If triggered from the FT Generate Document button in Salesforce, select the 2FA checkbox to enforce authentication.

How to Guide

Salesforce Flow: Bulk Instant URL

To trigger a Bulk Sign process from a Salesforce Flow, use the TitanSignBulkInstantURL Action. See the full guide here: Apex Class: TitanSignBulkInstantURL.

This Action generates and saves the signing URL for the first signer in a designated field on the parent record. Once generated, the first signer’s URL must be distributed through your process. Titan does not send this link, but automatically delivers all subsequent signer links.

Salesforce FT Generate Button

1. Log in to Salesforce and click FT Generate Document.

The Titan Document Generation window opens.

2. Select the documents you want to include in a single signing session, then click Bulk Sign.
   Note: The Bulk Sign option only appears for documents meeting configuration requirements.

3. In the Bulk Sign window, click Advanced to edit email settings or Configure to reorder documents for the session.

Advanced Email Settings
Use the Advanced option to add or update To, CC, and BCC email addresses before sending.

Configure Bulk Sign
Select Configure to arrange the order of your documents, remove unnecessary files, or enable 2FA for additional security.

4. Click Send once the configuration is complete. A confirmation message appears when the emails are sent.

What Signers See

Recipients receive an email link that opens their signing session. All selected documents appear in one window for signing.

After signing each document, the signer clicks Continue to move to the next. A signed copy is automatically sent to their inbox.

During the session, the signer can track their progress in the Documents for Signing panel. This panel lists all documents in the session. As each document is completed, a check mark appears next to it, and the active document is marked with an arrow.

Once the final document is signed, the signer clicks Finish Sign to complete the process and receive all signed copies.