4 - Test and send for signing

After you:

Prepare your mailing list

Upload mailing list

Set up document

Test and send for signing:

Before sending the documents to all your parties, it is strongly recommended to perform a test:

1. Create a copy of your original Excel file. 
2. Delete all but one of the parties in the spreadsheet.
3. Change the email address to your own email address.
4. Save the Excel file as a CSV file, and leave it open.
5. On the Add parties tab, import the test CSV file, and confirm that there is only one party, with your email address.
6. Click Start signing, and complete the signing process.
7. If the results are what you expect, click Start from template, select the template you saved, and click Start signing. In your E-archive, there will be one document for each party on your list.

See also: Multi sendout troubleshooting