Requesting an Electronic Signature for Many Documents

To request a signature for many documents:

  1. Find and select the documents that you want to have signed.
  2. Click the three-dots icon () in the top right corner, and select Request electronic signature.
    Result:The Request electronic signature dialog is opened.
    Note: If you have selected files with a file type that is not accepted in DocuSign, these files are shown first.
  3. Optional: In the Request electronic signature dialog, clickNext, and then Yes to accept that the shown files are not sent for signing.
  4. In the Request electronic signature dialog, write the name for the files in Signed file name.
  5. Find and select the signers.
    Note: In the Request electronic signature dialog, only the hub users are shown. You can add signers outside of the hub later in DocuSign.
  6. Click Send.
    Result:You are redirected to DocuSign.
  7. In DocuSign, enter your DocuSign username, and click Continue.
  8. Enter your password, and click Continue.
  9. Complete the necessary steps in DocuSign, and send the documents.
    For instructions on how to send a DocuSign document, refer to How do I send a DocuSign document?
The documents are now sent. The signers will receive an email to read and sign the documents. In M-Files Hubshare, an icon that shows the signature request status is added for the file.