Bulk Send Envelopes

Before using the features in this user manual, you need to understand the bulk sending limitations corresponding to different versions:

• Trial Version: Does not support bulk sending function
• Basic Version: Does not support bulk sending function
• Professional Version: Supports bulk sending function

eSignGlobal provides users with a bulk envelope initiation service. When users need to bulk import the names and emails of signatories and CC recipients, they can choose to use the bulk send envelope function.

Install Bulk Send Envelope Plugin

1. Find the bulk send envelope plugin on the plugin page and click [Install].

   

Bulk Send Envelopes

1. Click the drop-down arrow to the right of Send Envelope and select [Bulk Send Envelopes].

2. Upload the signing document or initiate the envelope using a template.

3. Set the signer information, select the notification method and authentication method.

   

4. Click [Download Example CSV] to download the bulk import template.

   

5. Fill in the signer’s name and email, envelope subject, CC recipient’s name and email (if needed), and remarks (if needed) in the downloaded CSV file, and save the document.

   

6. Click [Upload].

   

7. After the upload is successful, click [Next].

   

8. After setting the signing area for the signer, click [Send Now].

   

9. After clicking [OK], the bulk sending process is completed.

   

View Bulk Sending Progress

1. Bulk sending may take some time to complete. Users can view the sending progress in the [Bulk Files] menu.

   

2. Users can download the envelope sending status file in the [Bulk Files] menu.