Signing workflow & signer experience — found from sitemap — Youtrust (Yousign)

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Facts read from this source

• Bulk send description Report an error

  “If you need to have the same document signed by numerous different signers, it is possible with the Bulk Send feature. Each signature request will be automatically generated from a CSV file and sent to each signer individually.”

• Bulk send template requirement Report an error

  “To send signature requests in bulk, you need to use a template containing at least one placeholder signer.”

• Bulk send entry points Report an error

  “You can initiate a bulk send from the Signatures page, Bulk Requests page, or Templates page.”

• Bulk send plan availability Report an error

  “Bulk Send is available on the following plans (and can be used by all account users): Plus (1 bulk send per month) Pro (10 bulk sends per month) Scale (10 bulk sends per month)”

• Bulk send request name suffix Report an error

  “You can add a suffix corresponding to the full name (First Name + Last Name) of the selected placeholder signer: If you select the “No suffix” option, all signature requests will have the exact same name.”

• Bulk send workspace selection Report an error

  “If you belong to multiple workspaces, select the one in which you want to create the bulk send.”

• Bulk send CSV required columns Report an error

  “First Name (first_name) mandatory Last Name (last_name) mandatory Email Address (email_address) mandatory Language (locale) mandatory.”

• Bulk send supported languages Report an error

  “de (for German) en (for English) es (for Spanish) fr (for French) it (for Italian) nl (for Dutch) pl (for Polish)”

• Bulk send phone format Report an error

  “The phone number format must be in E.164 format: [+][country code][subscriber number including the regional code] The number can have a maximum of fifteen digits.”

• Bulk send CSV separator Report an error

  “Choose comma or semicolon separators (just make sure to use the same in your file).”

• Bulk send multiple placeholder signers Report an error

  “The CSV file template must contain all necessary columns for each placeholder signer. For example, if you have two placeholder signers, you must add the above columns for each signer.”

• Bulk send readonly text fields Report an error

  “If your Template contains a read-only text field linked to a placeholder signer You will be asked to complete them in your CSV file, by adding a column per read-only text field:”

• Bulk send CSV error validation Report an error

  “In the "Errors" tab (if you have any), you will see the lines where there are errors in the cells. Errors can be a missing value, an unauthorized character, an invalid email address or phone number, or an unsupported locale. In the "Valid Lines" tab, you will see all lines that have been correctly interpreted.”

• Bulk send recurring recipients notified Report an error

  “One or more recurring signers, One or more approvers, One or more followers, Note that they will be notified for each signature request sent, as they are recipients of each individual signature request.”

• Bulk send tracking Report an error

  “See the list of all bulk sends, Modify draft bulk sends (those not yet sent), Monitor the progress of each signature requests from a bulk send by clicking on ">": you can perform any action on signature requests created from a bulk send.”

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