BULK SEND

Bulk send documents

Pick a template, upload a CSV, and send personalized documents to a whole list 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 designESIGNUETAeIDASAES-256 · TLS 1.2+

Send from a CSV

Upload a list and send personalized envelopes in one job.

One envelope each

Every row gets its own document and audit trail.

Batch dashboard

Every batch on its own page - live progress and per-recipient status.

Retry failed rows

Fix and re-send only the rows that failed, in one click.

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
  • Duplicate protection - Rows repeating the same email are caught before anything sends
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
  • Save & exit - Park the batch as a draft and finish it later
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
TRACK

Every batch on its own page

Each bulk send gets a dedicated page: a live progress bar while envelopes go out, per-recipient status with the exact reason anything failed, the documents it created, and a full activity trail. Past batches stay on the Bulk sends page, searchable by template.

  • Live progress - Watch sent and failed counts tick up as the batch runs
  • Per-recipient status - See who got their copy, who failed, and why
  • Retry failed rows - Re-send just the failures in one click - sent rows are never repeated
  • Batch history - Every batch stays listed with its status, progress, and sender
app.documentesign.com/bulk-sends
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?

Each row is processed individually, so a few bad rows never block the rest. Batch size depends on your plan - if you need to send more at once, contact support and we'll raise the limit for your workspace.

What happens if some rows fail?

The batch still completes for every valid row. Failed rows are flagged with the exact reason on the batch page, and you can retry just those rows in one click - rows that already sent are never re-sent. You can also export the failures as a CSV.

Where can I see my past bulk sends?

On the Bulk sends page. Every batch is listed with its progress, status, and sender - and each one has its own page showing per-recipient status, the documents it created, and a full activity trail.

What if my list has the same email twice?

Duplicate rows are caught before anything sends - two rows with the same signer email are flagged so nobody receives the same document twice, even if the names are different.

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 save a batch and finish it later?

Yes. Click Save & exit on the signers or review step and the batch is kept as a draft. Next time you open bulk send, resume it right where you left off.

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. Scheduled batches show on the Bulk sends page until they run, and you can reschedule or cancel them.

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