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How to add CC recipients in a bulk send?

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2 mins read

The Bulk Send feature in BoldSign simplifies the process of sending documents to multiple recipients at once. By including CC (Carbon Copy) recipients, relevant stakeholders stay informed throughout the signing process. Users can assign different CC recipients for each signer in a bulk send using a CSV file, ensuring that only relevant CC recipients receive notifications for each signer.

Follow the steps below to add CC recipients while creating the bulk send:

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

create new bulk send option

  • You will be taken to the Prepare Bulk Send page.
  • Click the Browse Templates option in the template section and choose a template to use for the bulk send request.
  • In the Download sample CSV section, select CC and other fields you want to be included in the CSV file, then click the Download sample CSV button.
  • The selected fields will be included in the CSV file.

cc option

  • Open the downloaded CSV file, fill in the recipient details, enter the CC recipients in the CC column for each recipient, and then save the file.

CSV file

  • In the Upload Recipient data CSV section, upload the already filled CSV file, and proceed to send the bulk send for signing.

send button

  • The bulk send will be created successfully, and each CC recipient will receive notifications throughout the signing process.

Refer to this article for more details on bulk send: How to create a bulk send

If the chosen template includes CC recipients, their details will automatically populate in the Add CC section and will apply to all recipients. If you upload a CSV file containing the same CC recipient details, those entries will be excluded from the CSV, as they are already listed in the Add CC section.

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