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.

Each document can be individually customised using a prepared CSV file, to help personalise your documents or pre-fill information relevant to each recipient.

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:

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.)

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.

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.)

Here is a file with every reserved heading along with three sender fields: