You’ll learn how to send multiple personalized copies of a single document at once, saving time and minimizing errors
Group sending is used in cases such as:
- Mass communication with employees (e.g., contract updates or other notices)
- Collecting consent on company policies or terms
- Gathering approvals from building residents
- And more.
Group sending is available to Business Pro users with the purchase of an additional add-on.
Preparing a Document for Bulk Sending
1. When sending a document, add a recipient group.
- Next to the recipients, click the dropdown arrow on the right.
- Select “Bulk Send”.
Here you can also set the group’s roles, authentication, and permissions parameters.
If you need additional signers on the document, such as a director, you should add a separate recipient field in addition to the group field.
Adding Fields to a Document
- If you’re filling in the information yourself, select the sender as the performer and drag a text field.
- Give it an appropriate name.
Naming the field will help you place the information in the correct spot.
- If you want the recipients to fill in the information themselves when completing the document, drag and drop the bulk recipient's fields
(e.g., personal ID, phone number, address, and more).
How to Enter Group Data?
You have 2 options for this.
Option 1: Upload via Excel
If you have many recipients, uploading them via Excel is much more convenient and will save you a lot of time.
- Click Bulk Recipients
- Click *Upload File*
- Download the Excel template, fill it out, and upload it.
- The documents will be filled with the data you uploaded via Excel.
- The recipient’s first and last name will be automatically added to the document title, making it easy to find the documents.
- You can track the statuses (in progress, completed, etc.).
Option 2: Fill the Table Manually
- Click “Bulk Recipients”
Manually enter the data for each signer.
If any field is filled in with an incorrect format, the system will show it - correct it and save.
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Go to the next step and configure the following details:
1. Message text,
2. Sender identity,
3. Document access period,
4. Reminders,
5. Folder, tag, etc.
- Click "Send"
- A window will open where you can see the sending progress.
How to Check a Document’s Status?
- On the documents page, a unique document will appear for each recipient, allowing you to see individually who has opened or signed it.
What Will You Use Bulk Sending For?
- Save time: hundreds of documents are sent at once
- Minimize manual data entry
- Each recipient will have their own unique, personalized document
- Easily track the status of documents