Send in bulk with Rightsignature

Use Send in bulk to send multiple signers their own copy of a single document.

Tips

• Bulk send can only be used with single signer templates.

• The template cannot have any merge fields applied.

• Only templates created in Rightsignature can be used to send for signature in bulk.

Instructions

The following instructions provide the steps necessary to send to multiple signers.

1. Select Create signature request.

2. Select Use a Template.

   The Select a template popup displays.

   Note:

   Only templates with a single signer role are available for selection and state "Eligible for bulk send.". If a valid template is not available, select Create a template to create one. For more information on creating a template, see Templates.

3. Select the Send in bulk option.

   The Import signers popup displays.

4. Upload a CSV file. The CSV should not contain empty signer name or signer email ID values. The number cannot exceed 300 signers.

   Note:

   Once the CSV file is selected, the upload process screen displays. When the file completes, the Import signers screen displays a truncated list of the signers for review if there are more than 10 recipients.

   Once you verify the list is correct, continue to step 5.

5. Select Import to add the bulk list to the signature request.

   The Signature request flow displays.

6. Select Next Step.

   The Place fields screen displays.

7. Edit, add, or remove fields as necessary.

8. Select Next Step.

9. Verify the settings for this bulk send request.

   For more information on changing the default settings, see Default settings

10. Select Send signature request.