Ease the process
It can be helpful for your recipient to avoid having to click on each document. With this feature, attachments can be accepted regardless of whether they have been viewed and read.
What is meant by approving all attachments at once?
If there are several attachments to a transaction, it may be useful to offer the recipient to accept them all with a single click.
Note: This procedure is only for documents that do not require a signature. Activating this feature does not use any additional credits.
How to activate the feature
You can activate the feature in your Settings to make sure it will always be linked to the selected template:
Alternatively, you can manually turn the feature off and on when you add a new signer to a transaction:
1. Click on "Can approve all documents at once" when adding a new signer.
How does it look at the recipient's end?
In the screenshot below, the recipient has opened the link to see which documents need to be signed and which documents are just attachments:
Above "attachments", click the "I want to accept all attachments at once" button.
By doing so, the following pop-up box will appear as confirmation:
The recipient must click "Proceed" to approve all attachments. By accepting this prompt, they may choose not to open nor read the attachments.
Now, simply sign the document(s) to complete the transaction:
