Bulk Send - Super Admin
Bulk send is not included in the Sertifi base package; to add it your portal, contact Sales. Our team can also handle the bulk send via our professional services offerings; for more information, contact your Customer Success Manager.
Bulk Send allows you to send hundreds of files for signature or payment at once.
To perform a bulk send:
- Navigate to Administration > Bulk Send. The Bulk Send window opens.
- Click template excel file to download the Excel file.
- Fill out the file with the appropriate information. You can add first signers, second signers, CCs, payment information, as well as additional document fields and messages. Use the Sample tab to see a sample.
- Save the file to your machine.
- Navigate back to the Bulk Send screen, and then click Create Bulk Send.
- Click Choose File in the Excel Spreadsheet section, and then navigate to the file you just saved, and then click Open.
- (Optional) If you have signature or reference documents to include, save these documents in a .ZIP file, and then upload them by clicking Choose File, navigating to the .ZIP file, and then clicking Open.
- Click Upload. The document begins uploading and is placed in the queue.
- (Optional) If there are any errors in your document, the errors appear in a red window. Fix the errors, and then resubmit the document.
Monitoring bulk sends
After you submit a bulk send file, you can monitor the progress from the Bulk Send screen. Each file receives an ID automatically with your file name, created date, finished date, sent count, status, and details.
Click Errors to see any errors in your Bulk Send file. The popup window specifically points out which rows contain errors. If there are errors, your send didn't include the errored rows. You can fix your errors, and then submit another bulk send.
Click Sent to see the successful resubmitted rows.
