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. 

Running a Bulk Send 

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.