Send several documents using batch delivery

If you want to send a document to several individuals, use the batch delivery option. This way, each individual will receive a copy in a separate way. 

To do this, start like if you were going to send a document the usual way:

  • Go to "Send Document"
  • Upload the document to sign
  • Edit the document and then click "Send document".

A pop-up window will appear and here comes the different part: click on the "Batch (XLS, CSV)" tap on the top right corner

Check below how to create a XLS file to upload

Now, you just have to upload your list of email addresses in .xls or .csv format. The first row of the column with all the email addresses must be called "Email". Once done, check that the system has properly recognized all the emails and modify (if needed) the contact's rights (if it's a signer, if it gets a copy or ignore) for each email field. Also, bear in mind the "The first row is a header" option.

If you accept, you'll be able to set a subject, write a text and set the reminders. Click on next and confirm to send the emails. 

CREATING THE CSV or XLS FILE:

This is an example of a .xls file to send 5 documents with 2 signers each. 

Once you've uploaded the file, it will appear like this: 

The Email columns will be marked as "Signers" and all the other should be put in "Ignore".

Add fields and fill their information in the Excel sheet so that your signers don't do it for themselves. To do this, just enter the widget's ID as a header and fill the information below for each signer. For example, the ID for "Name" is textfield_01.

Once it's done, just set the column with the emails as "Signers" and "Ignore" the rest of the columns. 

bulk_1.gif

The signer, on the hand, will receive the document with the fulfilled data according to the Excel sheet. He/She will only need to sign.

Screen_Shot_2017-04-26_at_15.21.24.png

Finally, you'll see in your inbox all the documents sent and its status.

Remember that the batch delivery feature is available as a supplement to the Business, Business + and Enterprise plans.

Contact us in case you have further questions regarding batch delivery.

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk