RSign® Bulk Send is designed for sending large quantities of RSign® requests and simplifies 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 our Technical Support Team.

Prerequisite: 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. If you don’t remember how to create templates, this article How to Create a Template,  will be of great help.

Gathering Information About Templates

1. Go to the TEMPLATES tab
2. Take note and record the template code/s you will be using.
3. Go to Edit that template

4. Take note and record the Recipient Type/s and Name/s 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.

Prepare 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 code/s, and the role names and types used in the template/s. Add the rest of the the information.
4. 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.

Upload and Bulk Send Processing

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 Send.

Detailed Description of Columns in CSV File

1. TransId: Used to group recipients into the same transaction. In the above example, TransId “1” groups James and Michael into the same RSign envelope. TransId “2” creates a separate envelope, for Steve and John to sign.
2. 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.
3. 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.

4. Role Type: The Role Type is assigned when creating the template and should be either Signer or CC.

Note: The Prefill Role Type is not compatible with the Bulk Send feature.

5. Recipient Name: First and (optionally) last name of the recipient.
6. Recipient Email: Email address of the recipient.
7. Comments: Optional field to enter any additional details if required.
8. MessageTemplateCode: To use a Message Template, get the code for the message template in the TEMPLATES tab.
9. 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).
10. 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).