Bulk send in eSignature platforms refers to the ability to send the same document or a set of documents to multiple recipients simultaneously. Whether you need to collect signatures on sales contracts, employee onboarding forms, or compliance agreements, bulk send streamlines the entire process. Instead of individually sending documents to each signatory, you can upload a list of recipients and send out documents in one go. Each recipient receives their unique copy to sign, and the system tracks progress and records the completed signatures.
Create or upload the documents you want to send for signatures. Ensure that they are properly formatted and include all necessary fields for signatures, initials, and other relevant information.
Create a list of recipients, including their email addresses and the recipient names. Save this list in CSV or EXCEL format.
Here in “Add Recipents” click on Import Bulk Contact upload the created list.
Now initiate the bulk send process, by placing all the signature fields on to the document & click on next to send it to the recipients.
Monitor the status of each document as recipients sign them. You can send reminders to those who haven't completed the process and access detailed reports on the progress.
In summary, Bulk send in eSignature platforms is a powerful tool that can transform the way your organization handles document signing. It saves time, reduces administrative overhead, and enhances control and compliance. By adopting this technology, you can streamline your workflow, improve efficiency, and move towards a more sustainable and paperless future.