Bulk Send

The Bulk Send feature supports sending the same document to a large number of recipients under the same role, improving data-entry efficiency and enabling unified signing settings.

Create a Bulk Envelope

1. On the Backstage → Sign page, add a Bulk Send button under the Enable dropdown. Click it to enter the bulk-envelope creation page.

2. Upload documents. If you have previously designed a bulk task template, click Use Template and select the bulk task template.

3. When no bulk recipient list has been added, click Add Bulk Recipients.

Add Bulk Recipients

1. Set the recipient name and recipient email. In the upper-right corner, click More Fields to add more fields for this role.

2. Click Download List as CSV to download the currently added role list in CSV format.

3. Click "Import CSV" file to quickly import a batch of recipient lists;

4. Click to add envelopes and add characters. You can add multiple envelopes and characters.

Add Recipients

1. After adding one or more bulk roles, the original bulk-recipient section is updated to Add Recipients. Click Bulk List.csv, then click Edit to view and edit the bulk recipient list.

1. Add an individual recipient or an electronic seal, and configure sequential signing order for the individual recipient, electronic seal, and the bulk-recipient roles to send multiple envelopes to the same recipient.

Configure Bulk Recipient Fields

On the Envelope Creation → Field Settings page, if bulk roles have been added, the bulk role name will be shown in the upper-left corner. Switch to that role to configure its fields.

Send Envelope

Click Send to complete envelope sending;