I want to create a template that needs to be signed individually by many people. Is there a way to do this other than sending the template individually to each person? Is bulk sending what can be used for this instance?
Hey @mbravo, thanks for using Dropbox and welcome to our Community!
You should be able to send signature requests in bulk by following these steps.
Let me know if you have any other questions!
Once I create a template and share with hundreds of users. Is it possible that once it is signed it returns named including their information? So instead of having 500 documents all named the same with the time it was signed Ex. "Document Template Mon, 14 Nov 2022 10h48m14s.pdf" it would return as "Document Template Signer Name".
I'm not sure if this would do the trick, but maybe the auto-fill fields feature could help with what you had in mind @mbravo?
It may help, but I don't know what the format would be to export a Text field out to the File Name. @Walter
Hey @mbravo, sorry to jump in here.
It would seem that this is something that is not currently possible to do.
However, we appreciate you taking the time to write about it and I will make sure to pass your feedback along to our team.
Let us know if you have any questions!
@Hannah thank you for letting me know. It would be really helpful when dealing with bulk signatures if that could be added somehow.
