How to send documents in bulk via SMS?

In BoldSign, you can simplify the process of sending documents to multiple recipients by using the Bulk Send feature. Instead of manually creating a document and adding form fields for each recipient, simply upload a CSV file with recipient details and send documents in bulk via SMS. Follow the steps below to get started.

Creating a template with SMS delivery option

Before initiating a bulk send, you’ll need to create a template with an SMS delivery option. For more details on creating a template, please refer to this article: 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 button in the template section and choose a template in which the SMS delivery option was enabled.
• In the Download Sample CSV section, select the optional fields to be included in the CSV file. If you select the Form Fields 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 needed, you can also include other optional fields, such as Title, Message, Tags, CC, and Recipient private message, by selecting the desired options before clicking the Download Sample CSV button.

• In the downloaded sample CSV file, columns for Country Code and Phone Number are included since the bulk send will be delivered via SMS. Make sure to enter a valid country code and phone number in their respective columns.

• After completing the CSV file, click the Upload Recipient data CSV button to upload it for the bulk send.
• Once the file is uploaded, click the Send button to send the bulk send for signatures.

• The bulk send has been created successfully, and the document will be sent via SMS to all recipients.

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

• For more information, refer to this article: How to send documents in bulk