Bulk Send Overview

Send in bulk allows you to send the document to multiple recipients at the same time. This is useful when you have a list of recipients that all need to sign their own versions of the same document. Common use cases for this feature include;

When you need a formal approval from multiple people (e.g., sending a terms sheet to a list of people where you need a formal approval / acknowledgement from each person)
When you want to send a unique document to multiple recipients at the same time and each recipient needs to complete their own version of the document (e.g., sending a tax form to multiple new hires as the same time)

Overview of the Send in Bulk process

When creating a document, you select the Send in Bulk option
You upload a list of recipients to include in the send
Add the fields to your document and assign to recipients
Review and send the document
A unique copy of the document is sent to each of the uploaded recipients. Each recipient is notified to complete their version of the document.
Each unique document shows in your document list page and can be tracked and managed individually.
Upon completion, each recipient will receive a copy of their unique document

Note:In addition to uploading a list of recipients, you can also add recipients manually (i.e., using the add recipients button). When adding a recipient manually, that recipient will need to take action on each unique document.

Example: Employment Eligibility Verification

A solar company is hiring a group of 15 people as door to door sales people to promote their product. In order to hire the sales people, they need to send each of them an i-9 employment eligibility form. Rather than sending the same document 15 times, they use bulk send. This allows them to send each sales person a unique document while only creating the document one time.

Tip: Bulk Send can be a little tricky to set up the first time. It's a good idea to do a test send before you send to a large list. That way, you can prevent errors when doing a real send.