- Click the Bulk Actions tab on the left side of the dashboard.
- Click Get Signatures
- From this page, filter by the account type and/or search for the accounts
- Select the contacts to sign the document and click Next Step
Note: You can select up to 100 contacts at a time
- Select the Document Type and Document
- Write a title for the task and attach any additional files by dragging and dropping or uploading from your device.
- Click Create Document
- Verify the proper contacts are selected
- Click Send Document