Sending

Bulk send with a recipient list

Import CSV or XLSX recipient data, review role mapping, and create multiple requests efficiently.

Operations teams10 minutes

Before you begin

  • A template with stable signer role names
  • A CSV or XLSX file containing recipient contact data

What you will complete

  • Validated recipient rows ready for bulk request creation

Prepare the recipient list

Download the sample CSV from the Upload List tab and keep its headers. Use one row per request and provide contact columns for each required role.

  • Use valid email addresses and international phone formats.
  • Keep role column names aligned with the template roles.
  • Remove blank rows and duplicate recipients.
  • Start with a small batch in test mode.

Import and review

  1. 1Choose Upload ListOpen Send to recipients and select the upload tab.
  2. 2Select the fileUpload CSV or XLSX. Signa parses the rows before requests are created.
  3. 3Resolve row errorsCorrect missing required contacts, invalid values, and role mapping issues.
  4. 4Confirm the batchReview the final count, delivery mode, signing order, and message before sending.

Continue with

Send documents to recipientsTrack requests