Introduction
Sending bulk signature requests allows you to efficiently manage multiple document signings at once, saving time and effort. This guide will walk you through the steps to send bulk signature requests using BoloSign.
1. Click on "Bulk Send" from "Actions"
2. Click on "Download" to download a template
3. Fill out the required details in the Excel file
4. Click "upload file" and Make sure you upload the Excel file in a ".csv" format/
5. Click on "Initiate Bulk Submit"
6. Email(s) are sent successfully to all the recipients in the list
FAQs
How do I send bulk signature requests in BoloSign?
Click on "Bulk Send" from "Actions," download the Excel template, fill in the details, upload the ".csv" file, and click on "Initiate Bulk Submit."What information is required in the Excel file for bulk sending?
You need to provide recipient details such as names and email addresses in the Excel file.What file format should the Excel file be in?
The Excel file should be saved and uploaded in ".csv" format.Can I customize the email content for bulk signature requests?
Yes, you can typically customize the email content before sending the bulk requests.Is there a limit to the number of recipients I can add to the Excel file?
The limit may vary based on your BoloSign plan. Check your plan details for specific limitations.How can I track the status of each signature request sent in bulk?
You can track the status of each request in the BoloSign dashboard under the responses section.
Conclusion
Sending bulk signature requests using BoloSign is an efficient way to manage multiple document signings. By following these steps, you can quickly and easily send out numerous signature requests, saving time and ensuring that all necessary parties receive their documents promptly. This feature enhances the scalability and efficiency of your document management process with BoloSign.