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Version: 2.2.0

Batch import of documents

Creation Date: June 26, 2023
Created By: VNPT eContract's team

Creating multiple documents in batch by importing​

Batch import of documents: Create multiple documents in a batch using an existing document template and an Excel file containing the information of the documents to be created.

1. Open the "Batch import of documents" pop-up​

Batch import of documents pop-up

2. Download and fill in the template excel file for creating the document batch​

Download the template excel file for creating the document batch​

tip

The system will automatically generate a template Excel file for importing the document batch corresponding to the selected document template. Steps to download the template Excel file based on the document template:

  1. Select the document template to be created in the batch
  2. Click "Download Template"
  3. Choose the storage location and click "Save"

Batch import of documents pop-up

Open the downloaded excel file and fill in the complete information of the document list​

Note about the signing process information:
  • All documents must have the same number of recipients in the signing process.
  • If the number of recipients is different, please split it into multiple batch imports.
  • Do not leave any recipient/access rights column blank.
  • If the "Process in order?" column is left blank, the system will default to "Out-of-order processing".

Fill in the complete information

2. Create a new import document batch​

After completing the process of updating the information in the Excel file for importing the document batch, the user uploads the updated file in the "Batch Import of Documents" Pop-up.

Create a new import document batch

3. Sent to recipient​

Successful batch import of documents