Bulk Send
Bulk Send allows you to send one document to many people at the same time
If your company relies on high-volume communications with your employees and customers, DocuSign’s Bulk Send feature can dramatically simplify your business processes, saving you time and money. Simply import a list of signers, and each receives a unique copy of the document to sign—eliminating the need to create and send separate envelopes.
Bulk Send is essential for high-volume distribution of:
- Asset identification
- Class action lawsuit documentation
- Employee policy and other HR updates
- Homeowner Association tenant forms
- Payment verification forms
- W-4 forms
How does Bulk Send work?
Step 1
Upload your document into DocuSign, and use tags to specify what information you need from your signers.
Step 1
Upload your document into DocuSign, and use tags to specify what information you need from your signers.
Step 2
Create a .CSV file with the contact information of everyone who needs to receive a copy of the document, and upload into DocuSign.
Step 2
Create a .CSV file with the contact information of everyone who needs to receive a copy of the document, and upload into DocuSign.
Step 3
Send the document to everyone on the list. Each of them receives a unique copy to sign and return.
Step 3
Send the document to everyone on the list. Each of them receives a unique copy to sign and return.