Bulk Send only applies to Sertifi eSignatures and Sertifi ePayments users. You can't perform a Bulk Send if you only use Sertifi eAuthorizations.
Bulk Send is a feature you can use to send hundreds of files for signature or payment at once. Duplicating files limits your sending ability to 50 recipients, whereas with a Bulk Send, you can send upwards of 50 files 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 file progress from the Bulk Send screen. Each file is given an automatically created ID, with your file name, a created date, a 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 in your file have the errors. If there are errors, your send didn't complete for the errored rows. You can fix your errors, and then submit another bulk send.
Click Sent to see the successful resubmitted rows.
