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The objective of the Consent Collection functionality in Sign to Sign (S2S) is to register the acceptance / rejection of a person on one or more documents.
An orderer (sender, S2S user) sets up a shipment with one or more attachments, which will be sent to a recipient. The recipient receives an email containing a link to an S2S web gateway. From the gateway, the recipient views each of the documents and has two buttons “Accept document” or “Reject document” for each of the documents. All this information is recorded, and apart from being displayed on the S2S interface, it is included in the supporting document.
To send a document for collection of consent, click on the New order button on the side menu and select the consent option. Then, you will need to configure the shipment, following these steps:
You can add more options to your shipment, such as expiration date, reminders, identity validation options, among others.
You can also mass send, by clicking on the upper tab “By batch (XLS, CSV)”.
In the event that the recipient does not agree with the content received, can reject the order, even before accessing the document.
You can make a mass mailing, that is make several mailings at the same time, from an Excel file in CSV or XLS format.
To design this file in Excel, you must create the Name and Email columns and in each row you must enter the corresponding data for each recipient.
In addition, if you want to send batches including identity validation options such as eIdentification or double authentication factor so that the recipients can access the contents, you must also insert the DNI and Telephone columns.
Finally, you will need to export the Excel file in CSV or XLS format.
With the CSV file already prepared, you can send it in bulk, to do so:
Templates can be created for certified delivery or consent submissions, so you can send the same release many times without having to configure it each time.
Create a new template
To create a mail template:
Submit an already created template
There are two ways to send a template: