Introduction
Automations offer a powerful solution for generating documents in bulk. By utilizing a document template and an Excel (.xls) file, you can seamlessly incorporate dynamic fields and details about parties/signatories.
Moreover, the automated process facilitates the swift transition of created documents to various phases. For instance, you have the flexibility to effortlessly shift all documents within an automation to the signing phase with a single click. This feature proves invaluable for streamlining tasks such as bulk employee contract amendments or any other document creation and signing requirements.
Where to access automations
You can access the automation section by clicking on the [Automations] item in the sidebar.
Alternatively you can use this link.
Create automations
To start, click the [Create automation] button in on the automations page. This opens the form below, showing necessary and optional fields:
Automation name
Defines the automation's name in the list and is used for naming the created documents. For example: if the automation name is "Employment contract", all documents created from the automation will be named "Employment contract+++" where the +++ is document-specific info like Parties.
Template
The template which documents are created from. Created documents will inherit the template text and settings (metadata, dynamic fields, signature type, signature blocks, checkpoints and party count/type).
Team (optional)
Members of the selected teams will have access to these documents and receive notifications for them.
If you leave this blank, only the creator, account owners and checkpoint assignees can access the created documents.
Tags (optional)
Tags help you organize your documents!
As soon as you fill out the form and click the [continue] button, you will see a page similar to the image below.
Here you can download an Excel (.xlsx) template containing all parties, signatories and dynamic fields:
For each document that you need, fill in one row of the Excel sheet with the necessary information. The, save the file and upload it to the top-center section of the page (Point 2 - Upload your data) [Drop XLSX file here or click to browse].
After successful upload, create the documents using the [Start automation] button.
Automation Document handling
After you have created the documents from the automation, you will see a screen showing the created documents in a list, along with the respective teams, stage, users and more:
Hint 💡: You can only proceed the documents to a new stage, if the necessary requirements are met. This includes:
No open or rejected checkpoints
All signing blocks set
All mandatory dynamic fields filled
Signature type chosen
No document in edit mode
After moving all documents to the "Signing" stage, all signatories will get email notifications to sign the document.
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