Help centre

Bulk send — one template to hundreds of people

Send a personalised envelope to up to 500 recipients from a CSV.

Bulk send takes one single-signer template and a list of people, and creates a separate envelope for each of them. Everyone gets their own document, their own link and their own audit trail — this is not one document that many people sign.

What you need

  • a template with exactly one signer role
  • a CSV with a name and email column

Any additional columns become prefill values: a column called employee_id fills a text field labelled employee_id. That's how you personalise each copy.

Sending

  1. Go to Templates, choose one, and select Bulk send.
  2. Upload your CSV. You'll see a preview of the first few rows and any problems —

malformed addresses, duplicates, missing names.

  1. Confirm. Up to 500 envelopes go out per batch.

Tracking

The batch gets its own status page showing how many are sent, viewed, completed and declined, with a live progress bar. You can export the whole batch to CSV at any point.

Bulk send requires the bulk permission. Members don't have it by default — an admin can grant it per user under Admin → Users without promoting them to manager.
Was this useful?

More in Sending documents

Recipients, roles and signing orderSequential, parallel and mixed routing, plus what each recipient role can do. Hiding documents from some signersShow each recipient only the documents that concern them. Reminders, expiry and scheduled sendingChase people automatically, close the loop on stale envelopes, and queue sends for later. Correcting an envelope you've already sentFix a wrong email address, extend a deadline or adjust fields without voiding and starting over.