Send the same document to many people

When the same document has to reach many people — a declaration for the whole team, a set of rules for the members, an amendment for a client list — you do not repeat the wizard once per person. You pick the recipients in one go and the platform creates one document per person.

What separates this from adding several signers to one document is what each person sees. Here, everyone gets a document of their own.

What this send does

In the recipients step the button reads Enviar para vários. Before you go on, the platform states what is about to happen:

O documento será enviado individualmente a cada signatário. Cada destinatário receberá uma cópia exclusiva para assinatura e não terá acesso às informações ou assinaturas dos outros signatários.

That is the decision you are making. If you want the opposite — several people signing the same document and seeing one another — add signers the ordinary way, as in Send a document for signature.

Choosing the people

The panel is titled Adicionar signatários únicos, and the people come from where you already keep them, under two tabs:

Lista de contactos — the organisation’s contacts, one by one.
Lista de grupos — a whole group at once.

There is no field here for pasting a spreadsheet or uploading a recipient file: whoever is to receive the document has to exist first as a contact or as a group. If they are not there yet, create them first — see Manage contacts and groups.

Two things stop the selection, and both say why:

Não foram selecionados contactos ou grupos. Por favor, seleccione pelo menos um e tente novamente

O grupo selecionado não tem contactos associados

One signature type for everyone

How people sign is chosen once, and applies to the whole list. You cannot ask some for the Chave Móvel Digital and others for a simple signature within the same send.

If you need different levels, send twice — once per level. For what each level proves, see Signature levels.

Nobody can appear twice

The same person cannot enter the list more than once, nor already hold another role on the same document.

O mesmo email/utilizador não pode existir várias vezes como signatário. Por favor, coloque apenas emails únicos

Select contacts that were already on the document and they are not added again; the platform says so:

Não foram adicionados os contactos selecionados pois os mesmos já foram inseridos como signatários ou destinatários cópia.

Creation is not immediate

Unlike an ordinary send, the documents do not all appear the moment you confirm. The request is queued and processed in the background:

O pedido de criação de documentos foi efetuado com sucesso. Irá receber um email quando o processo estiver completo.

Until that email arrives, the document list may not yet show every copy. Do not repeat the send because you cannot see them — repeating creates a second copy for each person and spends the quota again.

What it costs

Each copy is a document in its own right, and quota is charged for every one.

What comes off is not one unit per person: it is the signature type times the number of zones that person has to sign. A document with two zones for the signer, sent to fifty people, consumes a hundred signatures of the chosen type — not fifty.

Check the balance before a large send, in Plans, credits and extras.