As August draws to a close, we’re excited to share with you our new feature release: Bulk Send. No it’s not deja vu; while it may feel like only yesterday we were announcing the release of our newest feature, All-at-once signing, our product team has been working round the clock to give our customers a second feature release this quarter.
Working in tandem with All-at-once signing, Bulk Send will transform the way Signable customers send documents, improving efficiency and speeding up workflows.
Here’s everything you need to know about Signable’s Bulk Send feature.
What is Bulk Send?
Available to customers on our medium plan and above, the Bulk Send functionality allows Signable users to send more than one envelope to multiple recipients in one go, transforming the current sending process.
Highly requested by many Signable customers, the feature will prove particularly useful to those who have a growing need to send documents on a greater scale.
How do I use the Bulk Send feature?
Getting started with Bulk Send is fairly straightforward. Simply log in to the Signable platform and click on the Bulk Send option in the left hand sidebar. Here you can select ‘New Bulk Send.’
You will then be guided through a series of steps to help configure your bulk send, from giving it a name, through to setting the signing sequence and choosing your template.
Once you’ve completed the initial setup process, you will be prompted to add your contact data in the format of a CSV file. To start, click ‘Download your CSV’. This downloads a file featuring the various categories you will need for your bulk send.
You then need to populate your CSV with information from your Customer Relationship Management System (CRM). Once you’re happy with your CSV, you can upload it to the Signable platform.
For more information on how to download and populate your CSV file, visit our help guide.
Once uploaded and processed, you are ready to finalise your bulk send. Simply add your covering message, review your bulk send, and you’re good to go!