Bulk send documents for mass signing

One-click bulk send allows you to send documents to thousands of people simultaneously. For example, if you need to mass distribute a policy update or issue an annual payroll enrolment for your company.

To begin click “Send” on the left navbar and then select “Bulk Send” on the pop-up. Select a Template and then upload a pre-prepared CSV file (see below for details) and then add a reference name and include reminder schedules and any attachments.

Finally click Send to dispatch the document to all recipients.

How to prepare a Bulk Send CSV:

1.        Download a CSV file from the Bulk Send page

2.        Fill in the three columns under the following headings:-

• firstname

• lastname

• email

3.        Make a new row for each recipient.

Here's what a simple Bulk Send CSV might look like:

Sender field labels:

If your Template contains Sender fields then add each sender field label as a new column header with an underscore “_” before the header value. Then input the Sender Field information in the column directly below.

Documents for multiple recipients:

For multi-recipient documents the system will split the rows of the CSV to match (e.g. if you have three participants in your Template then rows 2/3/4 will be Participants 1,2, & 3 of your document respectively.

Optional headings

These headings can be added as additional columns in your CSV file. This allows you to customise each document within the bulk send:

• message (Allows you to include a personalised message to each recipient)

• title (Gives a different title to each document, otherwise the Reference name is applied by default)

• sms (Adds an SMS phone number if required for verification)

• attachment (Adds IDs of attachments to use with the document.)