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Templates / Bulk send document requests
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Bulk send document requests

Updated on Oct 27, 2026

Bulk Send supports Document Templates, including PDF and Editable Word Template files from ShareFile. Use this feature to send a single template to multiple recipients as individual document requests.

If you don’t have a PDF or an Editable Word Template, select Create to create a new template. For more information, see Document templates.

  1. Navigate to Templates. Select a PDF or .docx template with a single recipient role.

  2. On the details page, select Send as document request.

  3. Select Send in bulk.

    Note:

    Only templates with a single recipient role are supported. Templates with multiple recipients automatically disable Bulk Send.

  4. In the Import recipients pop-up, upload a CSV file or download a CSV template.

    Note:

    • Upload only one CSV file at a time.
    • The number of recipients cannot exceed 300.

  5. After uploading the CSV file, review the first 10 recipients and select Import recipients.

  6. Review the list of recipients in the Bulk recipients drawer and select Review and send.

  7. Edit the Document name, if needed, and select the location where the completed document will be stored.

  8. Select Send document request.

The template is sent to all recipients, creating an individual document request for each recipient.