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Certyneo

Getting many people to sign (and at scale)

Signing order, bulk send, templates: best practices to get several signers done without losing your day.

4 min read
Several signers on one document

When a document needs several signatures, there are two modes.

  • In parallel: all signers receive the document at the same time. Ideal when order doesn't matter.
  • In a specific order: you number the signers; each is only notified once the previous one has signed. Perfect for an approval chain (for example manager then client).

You can also add carbon-copy recipients, who receive the document without having to sign it.

The same document sent to dozens of people

For a policy, an amendment or an HR document to be signed by a whole team, use bulk send: prepare the document once, import the list of signers, and Certyneo generates an individual envelope for each — everyone signs their own copy with their own proof file.

Save time with templates

If you often resend the same kind of document, save it as a template: the fields are already positioned, you only fill in the signers. Combined with automatic reminders, it's the fastest way to get signatures at volume.