Send bulk documents for eSign with Revv

How to Send Documents in Bulk to Multiple Users for eSignatures?

Reaching the wide range of your customer base in one go while simultaneously imparting a personalized experience is every organization’s dream come true. But whenever people and magnitude come together, chaos follows. This is exactly what happens for businesses when they try to send documents in bulk manually. The sheer complexity invoked by all the moving parts leads to errors and renders the attempt fruitless. 

In this blog, let’s explore the problems of sending documents in bulk manually and the alternative solution, and its benefits and use cases in various business scenarios.

In this blog:
Sending documents in bulk to multiple users: A problem of scale
The need for an automated solution for sending documents in bulk
Where is bulk document send and sign used for?
How does bulk send work in Revv?
1. Create different types of documents with Revv’s customizable templates
2. Convert repeatable information into form fields
3. Automate data import from external apps through seamless integration and data studio feature
Revv’s eSignatures: Legally compliant and simple to use
Bonus benefits of using Revv
Choose Revv for bulk send and eSign of documents

Sending documents in bulk to multiple users: A problem of scale

Sending documents in bulk is an issue that invites more serious attention than meets the eye. The unprecedented events of the last couple of years have sensitized us to wrong information. So imagine if something goes wrong when you handle information at a large scale. In fact, errors in the process have led to almost 2,000 people receiving the wrong COVID vaccination letters in the UK recently.

Almost every other organization in every other industry vertical needs to send documents in bulk – for eSignature or otherwise. For instance, take the case of enterprises in the Banking and Finance industry. They need to generate and send statements, advice, and reports on a frequent basis. Marketing teams cannot do without the bulk sending features since 91% of customers are ready to shop with brands that send them personalized offers and greetings. 

Similarly, in the Retail industry, bills and e-invoices need to be sent almost on a daily basis. While in Telecom, companies need to sign and send bills to subscribers. The HR department in almost all firms simply cannot do away with bulk sending since they need to send Form 16, Appraisal letter, Experience letter, policy documents, etc., to a wider database every time.

Want to send bulk documents for eSignature seamlessly?
Try Revv today! Schedule a demo with our experts

But when multiple touchpoints of authorization and so many people are involved, tracking, follow-up, authorization, and almost everything in between becomes totally unmanageable if done manually. The manual process also means that you are burning precious employee hours in unproductive work and only increasing the number of files and complexity of cataloging everything.

The need for an automated solution for sending documents in bulk

On a large scale, manual processes are not ideal for creating and signing important documents. This calls for the need for an automated machine-driven bulk document signing solution. A holistic automated eSignature solution like Revv with bulk sending features comes with immediate advantages. 

  • Compared with sending documents manually, this helps in the immediate delivery with rapid turnaround times
  • It can support Microsoft Word and PDF file formats 
  • It is far more secure 
  • It is simple as the workflow progress is transparent and can be managed throughout
  • Rather than relying on paper storage systems or digital scanning services, it is possible to electronically store millions of records

But before we delve deeper into the benefits of such a solution, let’s look at the various use cases where sending bulk documents is a given and the benefits a potential automated solution could bring.

Looking for an automated solution to send bulk documents for eSignature?
Revv is your best bet!

Some use cases for bulk send and sign

HR: The HR department often has to send some policy change updates, employee consent forms, employee compensation & benefits document, etc. across the organization. Creating and sending each document to each employee separately is time-consuming and complex.

Sales: Sales is one industry vertical that always works around data. As is the case, it’s very important to send sales quotes and proposals, to multiple clients at the same time. Bills and invoices also form a crucial part of the sales processes and these need to be sent in bulk in most cases.

Procurement: A company’s procurement department will have to facilitate a high-volume amount of communications with clients and employees. For such a department, bulk sending is pivotal as they deal with purchase orders, and return and refund policy documents among others.

Banking and Finance: In a sector that witnesses a vast volume of transactions every day, the creation and distribution of documents act almost as a lifeline. For financial institutions, the need is to predominantly generate and send account statements, creating yearly financial reports that need to be sent to a multitude of stakeholders and customers.

Looking for a seamless solution to send documents in bulk?
Explore Revv’s bulk send and sign feature today! 
Schedule a demo with our experts  

Overall, the ability to send the same document to thousands of recipients easily and precisely is a strategic imperative for any organization dealing with documents. Having a seamless ‘bulk send’ option that negates the complexity and harrowing follow-ups involved in the manual processes is crucial to saving employee hours from mundane processes. 

Revv’s eSign platform provides a fully-automated process to make your bulk sending documents for the eSignature process easier, effective, and productive. It not only saves you time and money but helps you focus on business growth areas.

Let’s explore how to bulk send documents using the Revv platform.

Looking for an automated solution to send bulk documents for eSignature?
Revv is your best bet!

How does bulk send work in Revv?

Here are some of the examples where bulk send is a viable option:

Scenario 1

HR has to create and send a consent form to employees regarding an organization-wide policy change.

Scenario 2

A sales team has to create a sales quote with the updated product and price listing that needs to be sent to a selected chunk of their clientele.

Scenario 3
A financial institution wants to send an approval document to all debit/credit cardholders to acknowledge their participation in the card loyalty program.

Follow the below steps to create and send hundreds or thousands of documents for electronic signatures in a few minutes. 

1. Create different types of documents with Revv’s customizable templates

Be it any industry or any type of document requirement, Revv provides a solution for multiple document needs. The platform offers 1000+ legally vetted document templates ranging from contracts, proposals, letters, quotes, agreements, and many more. It offers industry/department-specific templates that can be customized based on your needs.

Create various documents from Revv’s ready-to-use templates

You can make any kind of customization in your templates with the feature-rich document editor provided on the platform. You can add or edit texts, images, tables, quote tables, google sheets, etc. with the simple drag and drop feature of the editor.

Customize the document with feature-rich editor in Revv
Looking for a seamless solution to send documents in bulk?
Explore Revv’s bulk send and sign feature today! 
Schedule a demo with our experts  

2. Convert repeatable information into form fields

In most cases, contracts, agreements, sales quotes, and proposal documents often contain repeatable information within the same document. For instance, in sales contracts and agreements, the name of the customer, company name, address, or other details need to be filled out more than once.

Convert repeatable information in the template to form-fields

You can now avoid filling all these repeatable information in documents with Revv’s form field templates. All repeatable information can be converted to respective form fields in Revv. The document owner only has to fill out the repeatable information once and it will get populated everywhere else. 

You can also get precise information in your documents by assigning recipients to complete the form fields.

3. Automate data import from external apps through seamless integration and data studio feature

Be it any bulk document creation scenario, entering data manually from your HRMS, CRM, ERP, or Excel Sheets is taxing. Entering dozens of data fields from one business system to another generally leads to typos and manual data-entry errors. But with Revv, you can simplify all your data mapping tasks with its Data Studio feature. 

How?

After your templates are created, use Revv’s Data Studio feature to map to an external data source. Revv’s Data Studio feature offers you the flexibility to choose any data source you use in your organization. You can integrate this external source and other business systems with Revv in a few clicks. 

After the integration, it takes only a couple of steps to send documents in bulk.

Revv can be seamlessly mapped with different business system
Looking for an automated solution to send bulk documents for eSignature?
Revv is your best bet!

Here, let’s take a look at how a CSV file upload works on the platform.

Map data from an external data source to Revv’s form-fields using Data Studio

👉 Upload external data source

You have to upload your CSV file with the required details.

Bonus: You can learn how the Data Studio feature works in your Salesforce account from here.

👉 Sync your data fields

All data fields in the CSV file will be automatically fetched to the Revv platform. You only need to map it to the respective data fields of Revv and complete the process.

 Drag and drop or select the respective data fields to complete mapping

👉 Map data fields between CSV and template fields

Irrespective of the size or complexity of the data, all data fields will be mapped within minutes after completing the syncing process.

Respective data fields mapped using Data Studio from the external business system

👉 Create and send bulk documents for eSign

You can choose to create single or bulk documents or you can even bulk send the documents for eSign directly by clicking the +Create documents option.

Choose to create single or bulk documents from Data Studio and send for eSign

You can now watch and learn to automate bulk document creation and eSigning process with Revv

👉 Email notification

The sender will receive an email notification with all the status updates regarding bulk send and sign status. It will show details like how many documents are created and how many have been sent successfully. An email notification will also be sent if any document send action is unsuccessful.

When bulk documents are created or sent for eSign or approval, Revv sends an auto-generated email regarding the status of the bulk action

Recipients will also receive an auto-generated email to view and complete the eSign process.

Recipients will also receive email notification to complete the bulk action process
An alternative bulk send and sign solution 

Revv also has a flexible option for enterprises that do not plan to integrate their business systems and harness the advantages of Data Studio due to any specific business concerns. In such cases, enterprises can make use of the CSV file upload feature. You can download CSV file for the desired template. Fill in all the details and upload them back to the platform. 
 


If you want to know more about bulk send and signing of documents using CSV, check out our video here.

Revv’s eSignatures: Legally compliant and simple to use

Revv provides safe and compliant eSignatures that follow all international and local laws. In the same document, you can add one or more signers with a simple drag and drop feature. 

Revv provides legally binding electronic signatures for your documents

Compliance: Be it any eSign type you opt for, Revv’s eSignatures are completely secure and adhere to both local and global laws. The eSignatures are compliant with ESIGN Act, UETA, and eIDAS Regulation.

Recipient identity verification: A concern for businesses while sending documents in bulk is that the right document should reach the right recipient. To avoid any security breach from the recipient’s side, Revv ensures proper recipient identity authentication. In Revv, the signer’s identity is verified by: 

  • Email authentication: Documents are sent for eSign to the recipient’s email address. When a signer logs into their email account and clicks the eSign link, the signer is automatically authenticated.
  • SMS-OTP authentication: You can use two-factor authentication (2FA) in addition to email authentication to validate the signer’s identity. Select the Authenticate with OTP through SMS option and enter the phone number when sending a document for eSign. An OTP is generated and sent to the recipient’s mobile when they click the eSign link to validate their identity. To access the file and start signing, the recipient has to enter the OTP code.
Revv authenticates the identity of the recipients with email  and SMS OTP authentication methods
Recipients can now personalize their eSignatures: When you send documents for eSign, the recipient instantly receives an auto-generated email notification asking them to take necessary action.

Recipients or signers can now have the flexibility to sign off documents faster with Revv’s flexible eSigning options. 

They can ‘Draw signatures,’ ‘scan and upload signatures,’ choose from ‘pre-formatted text styles,’ and even connect their crypto-wallet MetaMask to complete the signing process.

With Revv, recipients have the flexibility to choose from different eSigning options
Looking for an automated solution to send bulk documents for eSignature?
Revv is your best bet!

Legally binding audit trail

When your company is handling bulk sending of documents, you’d be mindful of the legal responsibilities if they are tampered with by any chance. To avoid complexities involved in the backtracking of documents or any unfortunate incident leading to legal suits, Revv generates an electronic copy of audit trails in the form of an Evidence Summary for all eSigned documents. It is a digital certificate that registers each action taken during the signing process, which includes – the signer’s information, date and time stamp of each action taken by the signer, IP address, and other details that act as legal proof.

Revv generates audit trail or Evidence Summary report for all eSigned documents

Bonus benefits of using Revv

1. Unlimited collaboration

When your documents require quick review from your team members or other inputs from other people in the company, make use of Revv’s Notes feature. No more back and forth emails or follow-ups. For instance, if you want a sales contract to be reviewed by the Legal head of your company, you can simply tag the person using @mentions. The tagged person will get an email regarding the same.
Or if you want additional input on a sales proposal from the Sales Manager or want the product brochure to be attached along with it, add Public or Private comments in the document for the same. The tagged person will be able to complete the mentioned task as required.

Collaborate seamlessly with your teams with Revv’s notes feature

2. Quick internal approval and reviews

You can even send bulk documents for internal approval by automating the internal approval workflow in the Revv platform. Opt Revv’s Check and send for internal approval feature, set precise triggers, and automate your document approval workflows.  

Revv offers internal approval and review along with its eSign feature

If you need someone to review your document outside the Revv environment, then choose to Send by email option. The sender can also set the recipient permission to view or edit the document.

Are you looking for a seamless solution to send documents in bulk?
Explore Revv’s bulk send and sign feature today! 
Schedule a demo with our experts  

3. Real-time activity tracking

Just like Evidence Summary, tracking the activities on your documents is a pivotal part of making informed decisions. But when a large number of recipients are involved, this could become a time-consuming and tedious process. As a sender, bulk sending has never been easier as Revv helps you track any activity in the document through the Activity tab. It records all actions associated with it, right from the creation of a document to the completion of electronic signatures. 

Real-time document activity can be tracked using Activity tracker

You can accelerate your decision-making by filtering out all the recipients delaying action on the document even after viewing it. Revv gives the sender more control as one can analyze bottlenecks from the Activity tab and clarify recipient queries immediately.

Choose Revv for bulk send and eSign of documents

In the age of digital transformation, a complex task like bulk sending and tracking of documents need not be as complicated as it is. An eSignature platform like Revv is a profound example of a wholesome solution to automating all your document workflows and enabling you to ensure productivity and business continuity by reaching out to your target audience, irrespective of their size. 

Want to send bulk documents for eSignature seamlessly?
Try Revv today! Schedule a demo with our experts 
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Aswathy K

Aswathy K

Aswathy is a Product Expert at Revv. She believes in creating impactful brand experiences through content that connects personally. Driven by wanderlust and gastronomy, she is always in quest of meaningful adventures that expand her creative boundaries.

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