Introduction:
In this help article, we will explain how to use Bulk Send in Blueink. This advanced feature enables you to send documents to multiple recipients.
Using Bulk Send:
1. Create an Envelope Template: Set up a template with fields, labels, and signer roles. You can upload any type of document, such as contracts, agreements, onboarding forms, and surveys. Learn how to set up a template here. Once done, you can combine these templates and turn them into an envelope.
2. Create Bulk Send: Navigate to the Bulk Send tab in your Blueink account and click "Create New Bulk Send." You will see the template you have created as an option; select that template.
3. Click on the "Upload CSV" button. If the envelope template contains pre-existing data fields, customers will have the option to either upload a CSV file with just the signer information or a CSV file with the signer information and the envelope data fields. If the template does not contain any data fields, only the template upload option will be shown.
Use Upload CSV With Signers Only:
This feature lets you add multiple signer information as recipients of the documents.
3.1.a Option 1: Download Template: To streamline the process, you can download a starter template by clicking "Download Template." Populate the CSV file template with the necessary signer information.
3.1.b Save the completed CSV file to your computer.
3.1.c Upload the CSV file you've prepared by clicking the "Choose a file" button, or you can drag and drop the CSV file.
3.1.d Verify the information and click the "Confirm selection and continue" button.
3.1.e Click the "Finish" button and proceed to Step #4.
3.2 Option 2: Manually enter your data: Enter the required signer information into the designated columns. Once complete, click the Finish button and advance to Step #4.
Use Upload CSV With Signers and Data Fields:
This feature lets you add multiple signer information as recipients of the documents and prefill the fields within the document before sending
Note: The fields that will be automatically prefilled should be clearly labeled in the envelope template for easy reference.
3.1.a Option 1: Download Template: To streamline the process, you can download a starter template by clicking "Download Template." Populate the CSV file template with the necessary signer information and information for pre-fill fields.
3.1.b Save the completed CSV file to your computer.
3.1.c Upload the CSV file you've prepared by clicking the "Choose a file" button, or you can drag and drop the CSV file.
3.1.d Verify the information and click the "Confirm selection and continue" button.
3.1.e Click the "Finish" button and proceed to Step #4.
3.2 Option 2: Manually enter your data: Enter your signer’s details and the necessary information for pre-fill fields into the corresponding columns. Once the data is entered, click the Finish button and progress to Step #4.
4. Send Documents: After finishing your CSV, upload the file, review the information, and simply click send. The sender will be able to send it now or schedule a send for a future time.
4.1 If you choose "Schedule Send," you will be able to set the date and time of sending.
5. Reporting: Monitor the progress of the Bulk Send on the reporting page to track who has accessed, signed, or not yet completed the documents.
Conclusion:
Bulk Send in Blueink simplifies sending documents to multiple recipients. This help article provides guidance on using this advanced feature. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.
Need more help? Contact us directly here and our team will be happy to assist you!