Bulk Send feature allows users to easily send a standardized document to many recipients at one time. When using bulk send, it is important to leave time for adequate preparation and testing before executing a bulk send to make sure everything is in order. It is a best practice to first pilot a bulk send to a small group of test recipients before using the full and final recipient list helps catch potential errors and inconsistencies in the eventual signing experience.
To initiate a bulk send for your document, follow the 2-step process listed below: