How to Send a Document to a Large Recipient List

Policy updates for 400 employees. NDAs for every event attendee. Consent forms for a whole customer list. Bulk Send (Business plan) turns what used to be a week of copy-paste into one send — each recipient gets their own personal copy and signing link. 

Steps 

1.  Click the arrow next to Create Request and choose Bulk Send. 

2.  Upload the document and place fields, exactly like a regular request. 

3.  Upload your recipient list as a CSV — one row per person. 

4.  Map the CSV columns to the document's fields, review the preview, and send. 

How It Differs from a Regular Request 

•  Each recipient signs independently — no shared signing order, no waiting on each other. 

•  You receive one completed document per recipient, not one document with hundreds of signatures. 

•  Tracking rolls up into a campaign view: delivered, viewed, signed, bounced. 

Tip: Test with a 2-row CSV (you and a colleague) before the real send — five minutes of testing beats resending to 400 people.