Bulk Sending

You can upload a CSV file with the information of a large list of recipients (up to 500 people) to send a template. Before creating your bulk sending, you will first need to create a template. 

Choose a Template

After creating a template, navigate to the Bulk Sending dashboard and click on the " New Bulk Sending" button: 

Select a template and click on the " Continue" button: 

Upload a CSV File

You can download an Example CSV Template (see the section below for additional tips on uploading CSV files), which will download a CSV file with all available columns, including optional field labels.

If you would like to populate the signer's name, address, phone, etc., then you can do this by first adding a label for this to the text fields that need to be populated in your template:

Then go back to the list of contacts you're importing as a CSV file and add [placeholder name]_[label].
For instance: client_phone_number: 

When you're ready, click " Select a CSV file" to upload your file:

Once you've imported your recipients, you can re-import your CSV or click to " Continue":

Enter your custom message and send to the recipients: 

Your Bulk Sending will be sent! 

Bulk Sending List View

Click on the " X Documents" button to open the Recipient Detail View: 

Clicking on any of these options will redirect you to the Documents List View, where you can filter the search results to match your needs. 

For instance, clicking on " X Not Completed" will show all the uncompleted documents from that bulk send, and the Search options will be filtered accordingly: 

Cancel Bulk Send Or Remove Recipients

There are several options from the dropdown menu at the end of the bulk sending row, one of which is to remove recipients or to cancel the bulk send:

Clicking " Remove Recipients" will allow you to cancel the remaining unsigned documents: 

 You can upload a CSV file with the information of an extensive list of recipients (up to 500 people). Then select " Cancel" or "Archive" from the dropdown menu for the specific documents sent to those recipients: 

Cancelling a bulk send will delete all documents in the bulk send, and deleted documents cannot be recovered:

If you only want to cancel the unsigned documents, click on " Remove Recipients" instead.

Export Option

To export a CSV file containing information about the documents and recipients in the bulk send, click on the Export option from the dropdown menu at the end of the Bulk Send row: 

Clicking this option will allow you to export a list of information for recipients that signed, did not sign, or for all recipients involved in the bulk send: 

The Export List includes columns for the date Sent, [Placeholder] Email, [Placeholder] Name, Sender, Document Name, and Document Status.

Email Notifications

Please note that neither the Document Sender nor any CC recipients will receive notifications each time an individual document is viewed or completed within a Bulk Send.

Instead, once all recipients have completed signing, a single “Bulk Send Completed” email notification will be sent.

The email containing the link to access the completed Bulk Send will only be sent to the Document Sender. CC recipients will receive the completion notification email only and will not receive access links or signed document attachments.

CSV File Uploads - Troubleshooting Tips & Tricks

When uploading your CSV file, it's important to keep the following in mind:

• Column names are not case-sensitive
• Column header spaces will work the same as underscores
• [placeholder name]_email is the only required column (example: client_email, customer_email, etc.)
• [placeholder name]_name is optional
• [placeholder name]_[label] is optional (examples: client_address, client_enter_your_name)

Note: Bulk Sending is limited to 500 recipients each. If your list exceeds 500 people, you must split your file into CSVs with 500 or fewer recipients.

Troubleshooting Auto-populating Text Fields With Labels

• If you created a bulk sending, but some of the text fields for which you added labels did not auto-populate, check your CSV file to ensure you've added the "placeholder name" before the label: client_label. 
• Ensure that the label you added to the text field is the same one you put in the column header. For instance, if you entered "phone" into a text field label and "phone number" into the column header of the CSV file, then the text field will not auto-populate.

If you have any questions, please feel free to contact us at support@signwell.com.