How do I send the same document to many signers?
Bulk Send is a feature that allows you to send multiple documents at once to a list of users.
You will need two things to get started.
- A template
- A list of signers to send document created from the above template.
Upload a template by clicking on the "new document" button and select "use an existing template" option in the dropdown.
Then click the "Upload new template button" to upload pdf directly into the template list.
Setup the template as normal. (You will need to place fields/boxes on the document and assign them to a signer at the top.)
Your template is now ready.
Once setup is complete, open the "Template settings" dropdown.
Then select the "Download bulk send CSV template" link to download a blank CSV file so you can create your list of signers correctly.
(You will need to make sure the format is correct before uploading the list to Quicklysign.)
Once your CSV file format is correct you can move on to uploading the list of signers via the "Recipient lists" tab at the top menu bar
Click the "New List" then "Upload CSV" Button to upload your CSV file.
You will then see a list of your signers (the names and emails) you would like to sign the document. (You can also add custom subject lines and messages and most importantly custom data per signer ie: first names or specific number amounts or dates that need to be add to the document but will be different for each signer)
You are now ready to send documents to the list you have just uploaded.
Click the "Bulk send" tab at the top menu bar and select the "New" button to get started.
First you will need to select which list you are going to send to:
Click "Next" and then select the template you are going to be using:
You can then click "Auto Map Fields" to link the list names and emails to the template.
You can also do this manually by click the dropdown on the fields and select the heading that match.
You can also click the switch to preview mode to see that the fields are mapped correctly by seeing the actual data from your list.
Click "Next" to double check the data is correct and you can then click the "Save and run Bulk send" button to send the document to the list.
The documents will be sent to your list and the status of what has happened will be available for you to see.
We also have a report of what's happened with the bulk send which you can download at any point to see the progress. You can also send reminder emails to the recipients who have not completed the signing. (Completed docs won't get reminders)
Here's an overview of how