Starting a Bulk Send

To start a Bulk Send, you follow the same process you would to send a regular document.  The only difference is you choose the Send in Bulk option on the upload files dialog.

Send a document in bulk

  1. Navigate to the documents area
  2. Click the Add Document button
  3. Upload the files you want to include in your document
  4. Select the Send in Bulk option
  5. Click Continue.  This will load the dialog to upload recipients.
  1. Upload recipient list
  2. Optional: Add additional recipients manually
  3. Add Fields to the document
  4. Review and Send the document

 

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