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Documents & Signing

Bulk Send

Send a template to multiple recipients at once using CSV upload for high-volume signing workflows.

Last updated April 10, 2026

Overview

Bulk Send lets you create individual signing requests for multiple recipients from a single template. Perfect for:

  • Onboarding batches of new employees
  • Sending renewal agreements to all clients
  • Distributing NDAs to conference attendees
  • Collecting consent forms from participants

How to Bulk Send

1. Prepare Your Template

Create a template with signer roles (e.g., "Recipient") and any merge fields you want to personalize.

2. Prepare Your CSV

Create a CSV file with columns for each signer's details:



3. Upload & Map


    

  1. Open your template and click Bulk Send
    2. 

  2. Upload your CSV file
    3. 

  3. Map CSV columns to signer fields and merge fields
    4. 

  4. Preview a sample document to verify
    5. 



4. Send


Click Send All to dispatch. ZiaSign creates individual signing requests for each row in your CSV.


Tracking Bulk Sends


The Bulk Send dashboard shows:


    

  • Batch name and date — When you sent the batch
    • 

  • Progress bar — Sent / Viewed / Signed / Completed / Failed
    • 

  • Individual status — Click to see each recipient's status
    • 

  • Export results — Download a CSV report of all statuses
    • 



Merge Fields


Personalize documents with data from your CSV:


    

  • Add merge fields to your template using the {{field_name}} syntax
    • 

  • Map CSV columns to merge fields during the upload step
    • 

  • Each recipient's document is populated with their specific data
    • 



Example: A template with "Dear {{Name}}, this agreement is between ZiaSign and {{Company}}..." automatically fills in each recipient's details.
Frequently asked questions
How many recipients can I send to at once?
Pro supports up to 50 recipients per batch and Max supports up to 250 per batch. Business and enterprise agreements offer custom limits — contact sales for higher volumes.
Can I customize the email for each recipient?
Yes. Your CSV can include custom columns that map to merge fields in the email subject and body. For example, include a 'Company Name' column to personalize each email.
Related documentation
Document Templates
Create reusable templates with pre-placed fields to send documents faster and maintain consistency.
Sending Documents for Signature
Upload, prepare, and send documents to one or multiple signers with full control over the signing experience.
Documents API
Create, send, retrieve, download, and manage documents programmatically via the REST API.