BULK SEND

Bulk send documents

Pick a template, upload a CSV, and send personalized documents to hundreds of signers in one click. Each row becomes its own envelope with its own audit trail.

recipients.csv
240 rows
Sending envelopes…0 / 240
Compliant & secure by designESIGNUETAeIDASHIPAA-eligible BAAGDPR DPAAES-256 · TLS 1.2+

Send from a CSV

Upload a list and send personalized envelopes in one job.

Up to 5,000 per batch

Send thousands of envelopes from a single CSV.

One envelope each

Every row gets its own document and audit trail.

Track & retry

Live progress, per-row status, downloadable failed rows.

TEMPLATE

Start from a template

Bulk send builds on a template, so every envelope shares the same fields, subject, and message. Each CSV row fills the template's signer role with a real person.

  • Built on a template - Roles, fields, and defaults come from the template
  • Signer roles - Each row fills a role like Employee or Client with a real person
  • Consistent every time - Same layout and message for every envelope in the batch
app.documentesign.com/send/bulk
Choose a templateStep 1 of 4
Search templates
Offer letter
1 signer role · Employee
Mutual NDA
1 signer role · Client
Continue to signers
CSV

Add signers from a CSV

Download a ready-made CSV with a column for each role, fill in your recipients, and upload it - or paste rows straight from a spreadsheet. Every row is validated before anything sends.

  • Download the CSV template - Pre-built name and email columns for each role
  • Upload or paste - Bring a CSV or Excel file, or paste rows from a spreadsheet
  • Row validation - See how many rows are valid vs. need fixing before you send
  • Up to 5,000 rows - One batch can send thousands of envelopes
app.documentesign.com/send/bulk/signers
Who's signing?Step 2 of 4
Download template Upload file
name_employee
email_employee
Upload a CSV or add rows
Add recipientsContinue to review
REVIEW

Review & send the batch

Set the subject, message, signing order, and expiry once for the whole batch. Send now or schedule it for later, with automatic reminders per recipient.

  • Subject & message - Set them once for every envelope in the batch
  • Signing order & expiry - In sequence or all at once, with an optional deadline
  • Send now or schedule - Fire immediately or queue the batch for later
  • Auto-reminders - Reminders fire per recipient on your cadence
app.documentesign.com/send/bulk/review
Review & sendStep 3 of 4
Email subject
Your offer letter - please sign
Signing order
In sequence
Expiry
14 days
Auto-remind every 3 days
Send 240 envelopes
PROGRESS

Track every envelope

Watch the batch move from pending to running to completed, with live counts of what's sent and what failed. Any rows that couldn't send are exported so you can fix and resend.

  • Live job status - Pending, running, then completed - with a running count
  • Per-envelope tracking - Each row is its own document with its own audit trail
  • Download failed rows - Export the rows that didn't send as a CSV to fix and resend
app.documentesign.com/send/bulk/progress
Bulk sendPending
Job #a3f9c2…0 / 240 processed
Sent
0
Failed
0
THE WHOLE TOOLKIT

All the signing tools you need, in one place.

Document eSign gives you the complete toolkit to prepare, send, sign, manage, and audit documents with confidence.

22+ tools

Core signing

Route, send, and sign - sequential or parallel, with the controls demanding workflows need.

Sequential & parallel routingApprovers, viewers & CCAutomatic remindersScheduled sendIn-person signing (tablet)Redirect on completionCustom disclaimer noticeDocument expiry
3+ tools

Fields & forms

Capture far more than a signature, with validation enforced before a document can complete.

Standard field libraryCustom fields (conditional, validation)Signer attachmentsDraw / type / upload signatures
4+ tools

Templating & bulk send

Prepare a document once, reuse it forever, and send to hundreds from a single CSV.

Unlimited templatesShared team templatesPublic template share linksBulk send (CSV)
15+ tools

Security & audit

Identity controls at the bar your IT team sets, plus a tamper-evident record on every document.

Workspace 2FA enforcementIP restrictionsSSO + SCIMMultiple workspacesDocument sending policiesCertificate of completionSHA-256 + PAdES-B sealAppend-only audit trailAutomatic document deletionESIGN · UETA · eIDAS
6+ tools

Branding

Your logo, colour, sending domain, and signing page - your brand from first email to final seal.

Custom branding (logo + color)Custom email sending domainEmail template customizationBYO signing domain
6+ tools

Integrations & AI

Connect the storage and tools you already run on, plus practical, privacy-respecting AI.

Drive · Dropbox · OneDriveAutomatic cloud backupSlack notificationsAI assist
AUDIT-GRADE BY DEFAULT

Every document, verifiable and built to last.

A SHA-256 hash, an embedded PAdES-B signature, and a complete audit trail on every signed envelope - the proof your legal and IT teams need to say yes.

Start free, no card
Tamper-evident seal
PAdES-B signature, verifiable in any PDF reader.
Complete audit trail
IP, device, geolocation, and auth method on every event.
See how the audit trail works
FAQ

Common questions.

What is bulk send?

Bulk send takes a template and a CSV of recipients and creates a separate, personalized envelope for each row - so you can send the same document to hundreds of people in one click.

Do I need a template to bulk send?

Yes. Bulk send builds on a template that has at least one signer role. The template supplies the fields, signing order, subject, and message that every envelope in the batch shares.

What goes in the CSV?

Download the ready-made CSV from the signers step - it has a name and email column for each role in your template. Fill in your recipients (and any per-row values), then upload it or paste rows straight from a spreadsheet.

Does each recipient get their own document?

Yes. Every CSV row becomes its own separate envelope with its own recipients, fields, and complete audit trail - nobody sees anyone else's document.

How many can I send at once?

Up to 5,000 rows in a single batch. Each row is processed individually, so a few bad rows never block the rest.

What happens if some rows fail?

The batch still completes for every valid row. Any rows that couldn't send are flagged with a reason and exported as a CSV, so you can fix them and resend just those.

Can I preview and validate before sending?

Yes. After uploading, you see how many rows are valid versus need fixing, and a review step shows the subject, signing order, and expiry before you send.

Can I schedule a bulk send?

Yes. On the review step you can send immediately or schedule the whole batch for a future date and time.

Live in under a minute

Ready to try it?

Create your free forever account, upload a document, and send it for signature in minutes. No credit card required.

Unlimited envelopes on Free Legally binding · global Audit trail on every document