How to send documents in bulk

In BoldSign, the Bulk Send feature allows users to send documents to bulk recipients simultaneously by uploading recipient details using a CSV file. When you need to send a document to a group of recipients for signature, instead of creating a document and adding form fields to each recipient individually, you can create a bulk send.

You must create a template with the necessary documents for signature before creating a bulk send.

Refer to this article for details on creating a template: How to Create a Template.

Create bulk send

• Click Create New and select the Create New Bulk Send option.

• You will be taken to the Prepare Bulk Send page.
• Click on the Browse Templates option in the template section and choose a template to use for the signature request.
• In the Download Sample CSV section, select the optional fields to be included in the CSV file. If you select the Form Field option, the form fields added to the template will appear in the CSV file. Click the Download Sample CSV button to download a CSV file that contains the form fields from the template document.
• If you want to include other optional fields like Title, Message, Tags, CC, and Recipient private message, select those options before clicking the Download Sample CSV button.
• The Title and Message columns will be added before the signer details column, while the Tags and CC columns will be added after the last column in the CSV file. The private message will be added after the signer’s details column.

• Add recipient details to the CSV file and upload it using the Upload Recipient data CSV option.
• If the details are not in the correct format, the error message will be displayed.

• You can edit the recipient details by double-clicking on the appropriate cell. Once you’ve made the necessary changes, click the Import button to update the information successfully

• You can also update recipient details after importing a CSV file by clicking the Edit File option.

• You will be taken to the Edit section, make the necessary changes, and click the Save button. The changes will be updated successfully.

• Role details are fetched from the template and cannot be modified.
• Add CC recipients in the CC field, and it will be applied to all recipients. If you need to include different CC to each recipient, you can add the CC recipient details individually in the CSV file.
• In the Bulk Send Title, the template name will be displayed and can be modified if needed.
• In the Document section, the file name will be the document title, and the message added in the template will be displayed in the message field. Modify the title and message if needed.
• In the Document Settings, fields will be prefilled based on the template. Make any necessary changes and click the Preview button at the top of the page.
• You can preview the details of each recipient by clicking their name in the Document dropdown.

• Once done, click the Send button.
• The bulk send has been created successfully, and the document will be sent to all recipients.

• You can view the status of the bulk send on the My bulk send page.

CSV file format

• In bulk send, the recipient data must be provided in a CSV file with a specific format.
• Once the sample CSV is downloaded, the values will be displayed based on the template.
• For example, in the template, if you have added Employee in the role field and selected the email delivery option, The column headers Name and Email with role will be displayed, as shown below.

• Similarly, if you have selected SMS or Email & SMS delivery option, the respective column headers will be displayed.
• If you have included form fields that have default value fields in the template, specifically textbox, radio button, checkbox, editable date field, and dropdown fields, the corresponding column header and value will be displayed in the CSV file. You can modify the default values based on your need.

• If form fields like signature, image, and attachment are added to the template, they will not be shown in the CSV file as they do not have default value fields. However, they will be displayed to the signers.
• To add different titles and messages to different recipients, the Title and Message fields must be included before the Name field.

• If you select a title and message in the optional fields and are using two roles with different languages, make sure to specify the language in the title and message columns for each recipient.
• The first language is for the first role and the second language is for the second role.

• If you select different CC and tags in the optional fields for recipients, the corresponding columns will appear after the last column in the CSV file.

• If you select a private message in the optional fields for recipients, a private message column will be added after the document delivery details for that specific signer.

We have also published a video tutorial on this topic. Check out the video below: