Sending the same document to a large group of people can quickly turn into a time-consuming task, especially if you’re doing it manually. Whether it's contracts, onboarding forms, consent waivers, or any repetitive paperwork, the process becomes messy and inefficient without the right tools. That’s where the Bulk Send feature in templates makes all the difference.

Bulk Send allows you to send a single template to multiple recipients at once, each getting their own personalized and secure copy to sign. It cuts down repetitive work, reduces errors, and keeps everything organized in one place. If you're looking to save time and simplify high-volume document workflows, this feature is built for you.

1. Click on "PDF Templates."

2. Click on "Actions" icon.

3. Click on "Bulk Send"

4. The Bulk submit popup will open.

5. Click on "Download"

6. Click on "Choose File"

7. Select a file from upload menu

8. Click on Initiate Bulk Submit

9. You can track the status of your respondents through your dashboard.

10. You can also track the status of each signer separately.

1. What is Bulk Send?
Bulk Send allows you to send a single template to multiple recipients at once. Each recipient receives their own unique copy of the document to fill and sign.

2. Can I personalize each document for different recipients?
Yes. You can include custom fields like name, email, or any other data point in the template. These fields will be auto-filled for each recipient based on the contact list you upload.

3. How do I upload multiple recipients at once?
You can upload a CSV file with recipient details, or select contacts directly from your saved contact list.

4. Will each recipient see others in the list?
No. Each recipient gets a private, secure copy of the document. They won’t see or know who else received the template.

Bulk Send is one of those features that quietly saves you hours every week. Instead of sending out the same document over and over, you set it up once, upload your list, and let the system handle the rest. Every recipient gets a secure, personalized version—no mix-ups, no manual errors.

It’s especially useful when you’re managing large teams, customer forms, event waivers, or repeated legal paperwork. Everything stays organized, trackable, and easy to follow up on. If scaling your document workflow without the usual headaches sounds like a win, Bulk Send is a feature worth leaning into.