Home

Bulk Send Envelopes

eSignGlobal offers a bulk envelope sending service for users to import signers’ and CC recipients’ names and emails in batch.

 

Install the Bulk Send Envelopes Add-On

  1. Find the Bulk Send Envelopes add-on and click [Install].
1.png

Bulk Send Envelopes

  1. Click the dropdown next to Send Envelope and select [Bulk Send Envelopes].
11.png
  1. Upload a document for signing or use a template to create the envelope.
12.png
  1. Set up signer details, notification preferences, and identity verification methods.
13.png
  1. Click [Download Sample CSV] to get the bulk import file.
14.png
  1. Fill in the CSV with signers’ names and emails, envelope subject, CC names and emails (if needed), and remarks (optional). Save the file.
15.png
  1. Click [Upload] to import the CSV.
16.png
  1. After uploading, click [Next].
17.png
  1. Assign signing fields to each signer, then click [Send].
18.png
  1. Click [Confirm] to finish sending all envelopes.
19.png

Track Bulk Sending Status

  1. Bulk sending may take a few moments. Check progress in the [Bulk Documents] menu.
21.png
  1. Download the delivery status report from the [Bulk Documents] menu.
22.png