3 - Set up document

After you:

Prepare your mailing list

Upload mailing list

Set up document:

1. Set any other required workflow options. Note:
   
   • If you use one of the SMS options under Invitation, every party must have a number in the Mobile column, beginning with “+” and the country code.
   • If you use one of the authentication options, make sure that every party can use the method you select.
     
     
     
     
2. If you want to add a party, click Close, and then click Add party. For example, you may want to add a viewer, or a party whose signature must appear on the document in addition to the signature of each of the parties in your CSV file.
3. On the Place fields tab, set Party to Multisend for any text fields or signature boxes you want to use for the parties in your CSV file:
   
   
   
   
4. On the Other settings tab, set Signing deadline to the latest possible date. Note that you can only extend the deadline using Multi sendout if you do it manually for every party.
5. Click Save as template.

Next: Test and send for signing