Hi, newbie on DocuSign here… just my 2nd day on plataform!
We have a complaince training today 2pm (+30min from now). After training all people needs to sign a document do say they were present and listen to training (please do not ask why… here is Brasil!).
How we already did it:
We generate a new doc in Word, with all legal terms and send it to 20 people! Very hard work!
What we need / I wish we could to do:
Generate the .DOC withe legal terms and ONE space for signature and date/time and attach a CSV file for recipients (name, e-mail).
They receive the e-mail, open it, sign their names and it´s done.
Later we go to plataform to download ONE document with all 20 signatures to add to complaince process!
We’ve used to do it using a manual process to put each people name and indicating the exact space for his signature . So if there are 18 people, we need to put 18 signature fields, one for each person on template!
It’s SLOW and boring to do it.
There are any ways to create a single document, send it to a CSV list and put one mark for signature field and other mark for signature date and all users receive the document , fill them with your own signature and system updates date/time when signing is done?
Regards,
Jáder