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Send a template to a CSV list

Each CSV row creates an independent agreement.

  1. Open Workspace control → Bulk send. Select a template that already contains pages, signer roles, and fields.
  2. Download its CSV format. Fill the name and email columns for every role, retaining the exact header. Each row is a separate agreement; do not repeat the same recipient combination.
  3. Upload the CSV, enter the invitation subject and message, and validate. Fix every reported row error before continuing.
  4. Review the recipient count and sample rows, then confirm sending. Pause stops new work; a row already being processed may finish. Cancel leaves sent agreements intact. Retry only failed rows and export the report to reconcile delivery.