Bulk send takes one of your templates and a spreadsheet of names and emails, and sends each person their own copy. It’s available with Pro and Business. Every row becomes a separate envelope with its own link, consent record and audit trail, so one person’s signature never ends up on someone else’s document.
Picture a hypothetical staffing agency with 40 new starters on Monday. Instead of sending 40 onboarding packets by hand, they open the onboarding template, choose Bulk send, upload one CSV and check the batch page.
What does the CSV file need?
A plain CSV: UTF-8, comma-separated, with a header row, up to 1 MB and 500 rows. Most spreadsheet apps can save in this format with “Save as CSV (UTF-8)” or similar. After you upload it, you see the first 10 rows so you can check it read correctly.
The template needs a signer role that changes from row to row, such as “New starter”. You type the people for the other roles once, like you as the countersigner, and they’re the same on every envelope. Every envelope uses the template version you started from, even if someone edits the template while the batch is going out.
How do I match columns to the template?
On the mapping step, pick which columns hold the signer’s name and email (both required). You can also map columns to fields the template marks as filled in by the sender, like a start date. Columns you don’t map are ignored.
What happens to rows with mistakes?
Rows with a missing or broken email address, a duplicate email, or a value too long for its field are set aside. You can download them with the reason for each, then send the good rows or stop and fix the file. When we hand rows back as a CSV, any cell starting with =, +, - or @ gets a single quote in front, so your spreadsheet app doesn’t treat it as a formula.
How fast does a batch go out?
You see a review screen first (template version, number of envelopes, expiry and message), and nothing is sent until you confirm. After that, envelopes are created in the background and emails go out at no more than 60 a minute. The batch page shows how many were created, sent, completed, declined and failed.
Are there limits?
Yes, and they exist to keep everyone’s email arriving. Bulk send isn’t available on Free, or to accounts less than 7 days old. Each day (counted in UTC) you can bulk send to up to 200 recipients on Pro and 1,000 on Business. Once a batch has sent 50 emails, if more than 5% of them bounce, the rest of the batch pauses and you’re emailed. Void or correct the envelopes that bounced (they’re marked on the batch page), then press Resume the remaining rows.
Each row counts as one envelope on your plan. A batch bigger than what you have left is refused before anything is created, with the number you can send.
Can I cancel a batch?
Press Void remaining on the batch page. Every envelope in that batch that isn’t completed is voided with the same reason, envelopes not sent yet are removed, and signers who were emailed get a short note. You can also download the results of a batch as a CSV, one line per row with its status.
How long do you keep the CSV?
The uploaded file is stored encrypted and deleted 30 days after the upload, along with the names and emails from its rows. The envelopes themselves follow the normal rules for documents.