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Wysyłanie formularza do wypełnienia oraz opcjonalnie do e-podpisu do dużej grupy klientów

There are 2 options:

  1. Send a "fill a form" request through a portal group

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    1. In this case all portal users who are members of the portal group will receive the request.

    2. Prerequisites: you must define the form in "Form templates" section first

  2. Broadcast a document for signing

    1. Create a signing template (1 signer allowed only)

    2. Send the signing template for signing.

      1. Add signees in bulk using a group name (you need to define the group first in Company Users section)

      2. Make sure you tick "Each signee signs a separate copy of the document" option in Advanced Settings

      3. If you would like to have signed copies appear in client portals, make sure you assign the portal to each contact in Company Users section

Czy to odpowiedziało na twoje pytanie?