SIGNiX MassMailer uses a simple, easy-to-create CSV (comma-separated value) file to prepare the list of recipients, their email addresses, and authentication information for delivery to a number of signers at once.
CSV files can be created in common spreadsheet or text programs, and can also be generated by many CRM and other systems.
Click here to download a sample CSV file that you can customize for testing.
The MassMailer CSV must follow a specific format to be interpreted correctly by SIGNiX. It must have the following headers, in this order:
TransactionName, firstname, middlename, lastname, emailid, servicetype, ssn, dob, mobileno, questions, answers
Each line that follows this will generate individual transactions to be sent out by SIGNiX.
The information required by these headers follows here:
- “TransactionName” – REQUIRED - A unique Transaction Name must be provided which includes a differentiator for each transaction (preferably Name). If a non-specific transaction name is provided (ie. “Compliance” rather than “Compliance for John Smith”) – there will be difficulty in locating the transaction in the Document Center when the transaction is underway or completed.
- “firstname” – REQUIRED – First name of the reviewer / signer.
- “middlename” – OPTIONAL – Middle name/initial of the reviewer / signer.
- “lastname” – REQUIRED – Last name of the reviewer / signer.
- “emailid” – REQUIRED – Email address of the reviewer / signer.
- “servicetype” – REQUIRED – This value indicates how the signer will be authenticated (identity verified) before they are allowed to review and sign documents. Submitters typically choose one service type for all of the parties on the list, however, different services may be chosen for different parties on the list. Note that charges may apply for certain authentication services. The submitter must provide the appropriate information required by that authentication service type as described below.
- “SelectOneClick” – NO DATA REQUIRED – User is authenticated via email address and signs with a single click, followed by a confirmation step. Clients may know this as the "Email Only" authentication method, where the signer receives the email and enters a password to sign. If question(s) and answer(s) are also provided, then these will be presented to the user for response (signer must know the answer).
- “SMSOneClick” or "SMSNoPassword" – MOBILE NUMBER REQUIRED – A text message is sent to a user’s mobile phone containing a unique passcode. This passcode must be entered correctly before the user can continue to review and sign documents. A fee is charged per attempt.
- “ssn” – OPTIONAL. Leave blank for any service types listed above. Format: xxxxxxxxx (9 digits, no spaces or hyphens)
- “dob” – OPTIONAL. Leave blank for any service types listed above. – User’s date of birth. Format: mm/dd/yyyy.
- “mobileno” – REQUIRED for “SMSOneClick” or "SMSNoPassword" service types – User’s mobile phone number. Format: xxxxxxxxxx (9 digits, no spaces or hyphens)
- “questions” – OPTIONAL. Leave blank for any service types listed above. – Questions that will be posed to user. Multiple questions can be entered, but must be separated by semicolons. For example: What color is the sky?; What are the first four numbers of your account number?; What’s your first name?
- “answers” – OPTIONAL. Leave blank for any service types listed above. – Known answers to questions posed to user. User must accurately provide these answers for authentication to succeed. Note that matching capitalization is not required. Multiple answers can be entered, but must be in the same order as the questions and separated by semicolons. Do NOT add a space after the semicolon.
Blue;1234;Tom - CORRECT
Blue; 1234; Tom - INCORRECT
Additional Optional Columns
- Carbon Copy (cc) - Adding this column will send a copy of completed documents for this MassMailer to another email address. An additional header must be added as the last column in the CSV.
TransactionName, firstname, middlename, lastname, emailid, servicetype, ssn, dob, mobileno, questions, answers, cc