Bulk send for signature
Use Bulk send for Signature to send multiple signers their own copy of a single document.
Instructions
The following instructions provide the steps necessary to send to multiple signers.
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Select Bulk send for signature.
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Select a template to bulk send.
Note:
Only templates with a single signer role are available for selection. If a valid template is not available, create one from the Templates tab. For more information on creating a template, see Create a template.
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Select Upload Signers.
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Upload a CSV file. The CSV should not contain empty signer name or signer email ID values. The number cannot exceed 300 signers.
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If the CSV has errors, an error message might display. Correct the issues with the CSV file and upload the CSV file again.
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Type a message, set an expiration date, and add tags, if necessary.
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Select Confirm.
The document status is displayed on the dashboard.
Search for bulk send documents
There are two ways to search for documents sent using bulk send:
- Dashboard: search using tags you added before sending the document or use the document name.
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Template: select the template used to send and then select View Responses.
