How to Use Bulk Send in BoloSign
The Bulk Send feature in BoloSign allows you to send forms to multiple recipients in one go, streamlining your workflow and saving time. Follow these simple steps to make the most of this powerful feature.
Steps to Use Bulk Send
1. Click on "Bulk send"
2. It redirects to the Boloforms dashboard. Locate your form in the dashboard
3. Click on "Actions"'
4. Click on "Bulk Send"
5. Click on "Download"
6. Fill in the recipient details in the CSV file
7. Select the CSV file from file upload menu
8. Click on "Initiate Bulk Submit"
9. Email(s) sent successfully
FAQs
1. What is the purpose of Bulk Send in BoloSign?
Bulk Send allows users to send a form to multiple recipients at once, making it ideal for large-scale document signing requests.
2. How do I format the recipient details in the CSV file?
The CSV template downloaded from the dashboard includes pre-defined columns for recipient names and email addresses. Ensure that all fields are filled correctly to avoid errors.
3. Can I send forms to recipients with different email domains?
Yes, BoloSign supports sending forms to recipients regardless of their email domain.
4. What happens if there is an error in the CSV file?
If there are any errors in the CSV file, the system will notify you. Correct the errors and re-upload the file to proceed.
5. Can I track the status of bulk submissions?
Yes, you can track the status of each email sent through the BoloForms dashboard. It provides real-time updates on successful deliveries and pending actions.
Conclusion
The Bulk Send feature in BoloSign simplifies the process of sending forms to multiple recipients. By following these steps, you can efficiently manage large-scale form submissions and save time. Whether it’s for client agreements, employee forms, or surveys, Bulk Send ensures a seamless and hassle-free process.
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