1. Select Bulk Send from the homepage and select Add+.
2. Give your session a name and title. Include an email message that will be sent to all recipients.
3. The difference with Bulk Send is how recipients are added to the session. You can add from your contacts, upload a CSV file from your local computer or local drive, or from the cloud. Navigate to the file and select it. The recipients will be added to the session.
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Bulk send allows you to create multiple signing sessions all at one time. An example of this would be if there is an updated company policy and need everyone to acknowledge the change. A signing session will be created for each recipient independent of the other recipients.
How to Bulk Send
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How to Bulk Send
Ibcos Product Team
Created on October 11, 2024
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1. Select Bulk Send from the homepage and select Add+. 2. Give your session a name and title. Include an email message that will be sent to all recipients. 3. The difference with Bulk Send is how recipients are added to the session. You can add from your contacts, upload a CSV file from your local computer or local drive, or from the cloud. Navigate to the file and select it. The recipients will be added to the session.
Bulk send allows you to create multiple signing sessions all at one time. An example of this would be if there is an updated company policy and need everyone to acknowledge the change. A signing session will be created for each recipient independent of the other recipients.
How to Bulk Send
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5. Add the needed documents to the session. 6. You’re now ready to continue creating the signing session as you normally would.
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