Send eDocs in bulk from Applicant and Personnel table

You can now send eDocs to multiple applicants at once from the Applicant & Personnel (A&P) table, making document collection faster and more efficient.

The Bulk Send eDocs feature allows you to quickly and efficiently send multiple eDocs to multiple applicants directly from the Applicant & Personnel (A&P) table. This highly requested feature streamlines your workflow and saves time by eliminating the need to send eDocs one by one.

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How to Use Bulk Send eDocs

1. Navigate to the A&P Table

Go to the Applicants & Personnel section in your DriverReach platform.
Select the applicants to whom you want to send eDocs by clicking the checkboxes next to their names.

2. Select the Bulk Action

Click on the Bulk Actions dropdown menu.
Choose Send eDocs from the list.

3. Configure Your eDocs

A popup dialog will appear, similar to the eDocs tab in the Applicant Profile screen.
- Use the available filters to find the right documents:
  - Filter by label to categorize documents.
  - Search by keyword for quick selection.
Select one or multiple documents to send.

4. Choose Delivery Method

Select how you want to send the eDocs:
- Email
- Text Message (SMS)
- Both Email & SMS

5. Add Co-Signers (If Required)

If a document requires a countersigner, select the appropriate user from the dropdown.
If the document includes a user signature field, a signature input box will appear if you haven’t set up your signature yet.

6. Preview & Send

Before sending, you can preview the selected documents.
Click Send to complete the process.