Overview
Bulk sending lets you send a lease out for signature to multiple tenants in a single action instead of sending each lease individually. This article walks you through selecting the eligible tenants with active leases on the Active Leases page and sending the signature request via email.
Prerequisites
Before you can bulk send documents to be signed, make sure the following are in place:
You are logged in to QuikStor.
You have the Bulk Send Lease for Signature permission, enabled at the Facility tab in the Lease section. This permission is separate from the permission used to send a single lease for signature. If the bulk send option isn't visible on the Active Leases page, confirm this permission has been granted.
The Lease is Active.
A Trigger template of the email type exists, with Email Signature selected as its trigger.
The tenant and the facility both have an email address assigned.
Step 1: Filter Active Leases by Email Availability
This phase narrows the Active Leases list down to only the tenants who have an email address on file, so the bulk send doesn't attempt to reach leases that can't receive it.
Navigate to Leases in the sidebar menu. The Active Leases page loads.
The Active Leases page with Leases highlighted in the sidebar menu
Navigate to the filter section and click on the Email Availability filter.
Choose Yes from the two filter options. The list now displays only Tenants who have an email address on file.
The Active Leases page with the Email Availability filter open and the Yes checkbox selected
Step 2: Select the Tenants to Include
With the list filtered, this phase selects every tenant who will receive the signature request.
Select the checkbox next to the Tenant label. All filtered tenants are selected, and the number of leases selected appears in the top right corner of the page.
All tenants are selected on the Active Leases page and the number of selected leases is displayed in the top right corner
ℹ️ Info: There is no limit to how many leases you can select for a single bulk send.
Step 3: Send the Signature Requests
This phase sends the email signature request to every tenant selected and confirms that the bulk signature send has started.
Click the Actions button.
The Actions button drop-down menu open, displaying all available options
Select Sign via Email from the drop-down menu. The Send Lease Documents for Signature confirmation modal appears.
Selecting Sign via Email from the Actions button drop-down menu, followed by the Send Lease Documents for Signature confirmation modal
Click Send Documents via Email. A message "Bulk signature send started for [Number] leases." appears.
Clicking the Send Documents via Email button, followed by the confirmation message showing the bulk signature send has started
ℹ️ Info: If a lease can't receive the signature request - for example, it's missing an email address, or it already holds a signed agreement - QuikStor skips that lease and continues sending to the rest of the batch. It doesn't stop the bulk send.
The lease documents are now sent and ready to be signed.