How to perform bulk actions on eBLs

eBL actions are displayed only when you exclusively select envelope eBLs (not including other envelope types), and you will only see actions that can be applied as bulk actions across all selected envelopes.

The available eBL actions are as follows:

• Transfer possession: If a contact has not yet been chosen for the selected envelopes, they will first be moved to the draft folder, allowing you to bulk select recipients.
• Send as a copy: If a contact has not yet been chosen for the selected envelopes, they will first be moved to the draft folder, allowing you to bulk select recipients.
• Request switch to paper: The recipient is fixed as the carrier and cannot be altered.
• Request surrender for amendment: The recipient is fixed as the carrier and cannot be altered.
• Request surrender for delivery: The recipient is fixed as the carrier and cannot be altered.

Step-by-step guide for executing bulk actions on eBLs:

1

Preparing envelopes for bulk actions

1. & 2. Select the envelopes you want to perform bulk actions on using the checkboxes.

3. Click on the eBL action button.

4. Choose the desired action. In this example, we will demonstrate the action Transfer possession.

   

2

Set the recipient

Note

This step only applies to the actions Transfer possession and Send as a copy, where you must select the recipient before proceeding. For other eBL actions, the recipient serves as the carrier and cannot be modified.

If you have not yet entered the recipient manually in all selected folders, you will be moved to the draft folder, where the eBL envelopes will already be checkmarked.

To continue:

1. Click on the Other actions button.

2. Select the action Set recipient.

   

Note

You can also set a message for multiple envelopes at once by clicking on the Set message button.

3. Select the recipient from your contacts and confirm the recipient by clicking on the Set recipient button.

   

3

Seal the envelopes

Click on the Seal button.

   

Warning

In some cases clicking on the Seal button triggers a pop-up error message. You can view the error by hovering over the (!) icon on the envelope. The most common error relates to the eBL number already existing, meaning a sealed envelope with that eBL number is already in place, so no duplicate is necessary and should be managed accordingly. Once the envelope is sealed, you will also be able to Unseal all the selected envelopes.

4

Transfer the envelopes

1. Click on the Transfer button.

   

You will see an overview of all envelopes, including details such as the recipient, the documents contained within the envelope, the message, and the price information.

Tip

Hovering the mouse over the price of each envelope will display the pricing for each document included in the envelope.

2. You can then proceed to send the envelope by clicking on the green Next button.

   

3. In the next step, prepare your blockchain key, and then click on the Sign and Transfer button. To perform this action follow this guide.

Success

Your envelopes have been transferred.