RSign Bulk Send is designed for sending large quantities of signature requests and simplifying RSign automation without the need of using an API. With the use of templates and a CSV file, it is possible to send multiple requests to multiple people at once. If you don’t have this feature available in the platform, please contact your RPost Customer Success or Sales representative.
This article covers these topics:
- Preparing the CSV file
- Uploading and reviewing of the CSV file and sending in bulk
- CSV file in detail
Create RSign Template for Bulk Send
The Bulk Send process requires the use of RSign templates. Have at least one template ready to be used in the Bulk Send CSV file. To learn about creating templates, please read the article How to Create a Template.
Gather the Necessary Templates Information
1. Go to the TEMPLATES tab
2. Take note and record the template codes you will be using.
3. Go to Edit that template
4. Take note and record the Role Types and Role Names used in the template
Note: The Prefill Role Type is not compatible with the Bulk Send feature.
5. Repeat steps 2 to 4 if more than one template will be used in the Bulk Send process.
Preparing the CSV file for Bulk Send
1. Go to the HOME tab and click on the Bulk Send button
2. Click on the spreadsheet icon to download the CSV file
3. Add details to the spreadsheet, referencing your RSign template codes, and the role types and role names used in the templates. Add the rest of the the information.
You have the option to use a Message Template or to write the subject and message in the spreadsheet.
More information on the CSV File columns can be found in the “Detailed Description of Columns in CSV File” section below.
Uploading and reviewing of the CSV file and sending in bulk
1. Once the file is ready, browse the CSV file in your computer and then click on Upload.
2. You will be able to review the information one last time before you click on Send.
Note: If problems are found in the uploaded CSV file, they will be displayed for your attention and action.
CSV file in detail
TransId: Used to group recipients into the same transaction.
Template Code: Retrieve code from the TEMPLATES tab in RSign. This is the document template that you will be using for a particular transaction ID. You can reference different templates in the same bulk send process.
Role Name: The roles are created when creating the template. Ensure these match the recipient role used in the template.
Note: For sequential signing, the order is based on the order indicated with the Role Name column, as enabled in the template.
Role Type: The Role Type is assigned when creating the template and should be either Signer or CC.
Recipient Name: First and (optionally) last name of the recipient.
Recipient Email: Email address of the recipient.
Comments: Optional field to enter any additional details if required.
MessageTemplateCode: To use a Message Template, get the code for the message template in the TEMPLATES tab.
Subject: Email subject that will be used when sending the transaction.
The subject entered will override the one from the message template (if a MessageTemplateCode is provided in the CSV file).
Message: Message body that will be used when sending the transaction. The message entered will override the one from the message template (if a MessageTemplateCode is provided in the CSV file).
First name: Recipient's first name.
Last name: Recipient's last name
Tags can be used to dynamically include the recipient's name and last name in the subject line and message they would receive as part of the signature request email. Use <<FirstName>> and <<LastName>> wherever you wish to insert the values entered in the "FirstName" and "LastName" columns.