Sign - Use Template & Send to Multiple Recipients

Question

I am new to Oodo Sign. I have uploaded a template and assigned the appropriate fields. I was hoping that it would be possible to send for signature to multiple non-related, non-dependent recipients. Not seeing that this is possible. When addressing, seems that you can only enter one recipient. Anyone have any insights or info?

Lonnie Thibodeaux · Answer

Deepak,
I got this answer form support:
1. You can use the "Share" feature to send the same template to different non-related recipients. Please note that this feature will only be available if there is a single signer configured in the template. Therefore, if there are two or more signers, the sharing option will not be available.
Please watch the following video:  https://drive.google.com/file/d/1ElhvSA48bJ2RNjHfNt5ZP-cNW4Zn_4g3/view?usp=sharing [1]

[1] https://drive%5C.google%5C.com/file/d/

Deepak Kamath · Answer

I have similar requirement of signature with multiple employee.  Youtube link says its possible.
https://www.youtube.com/watch?v=wa756Z0Nplo [1]
But i was unable to get it to work.

[1] https://www.youtube.com/watch?v=wa756Z0Nplo

İlgili Gönderiler	Cevaplar	Görünümler
Show all request Sign on Menu Sign sign	1 May 25	2882
How to specify order of signatures in Odoo Sign app? sign	1 Eyl 23	3220
Remove Company as mandatory field when sending documents with Odoo sign sign	0 Tem 21	2160
How to remove the advertisement from ODOO Sign sign	2 Kas 16	2973
How to Enforce Sequential Signing in Odoo Sign (Send to Employer First, Then Candidate)? sign Sign Template	0 Haz 25	466

Bu soru işaretlendi

Enjoying the discussion? Don't just read, join in!