Bulk Send for Templates

Bulk Send for templates functions nearly identical to Bulk Send for Documents.  The only differences are:

• When creating the templates, you add the bulk recipients from the add recipient dialog instead of using the Send in Bulk option on the file upload dialog
• Bulk recipients on a template are saved on that template and will not create unique documents for each recipient until the template is used to send a document.
• On a template, you can manually add both named recipients and placeholder recipients, in addition to the bulk recipients

Use bulk send on a template

1. Navigate to the Templates area
2. Click the Add Template button
3. Upload the files you want to include in your template.  Click Continue.
4. Click Add Recipients to add recipients
5. Click Send in bulk

Related Articles:

Uploading Bulk Recipients

Adding a private message for bulk recipients

Managing bulk send documents