Send in bulk

January 9, 2024

Contributed by:

C J

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.

Instructions

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

Select Create signature request.
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.
Select the Send in bulk option.

The Import signers popup displays.
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.
Select Import to add the bulk list to the signature request.

The Signature request flow displays.
Select Next Step.

The Place fields screen displays.
Edit, add, or remove fields as necessary.
Select Next Step.
Verify the settings for this bulk send request.

For more information on changing the default settings, see Default settings
Select Send signature request.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Send in bulk

January 9, 2024

Contributed by:

C J

January 9, 2024

Contributed by:

C J

Send in bulk

Instructions

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