How to bulk send documents using a CSV file

By using the bulk sending feature with a CSV file, you can send signature requests to multiple individuals at once using a single template.

*To utilize the bulk sending feature, you need to create templates in advance. Click here to read more about creating templates.

1. From the top menu, navigate to the "Templates" page.

2. Click on the title of the template you want to bulk send.

3. Click the"Bulk Send" button shown on the right 

4. Enter template description

【Tag List】

You can set tags that are common to all documents, such as project names or document versions.

*These tags will be displayed on the details page of all the documents sent using the CSV file.

Multiple tags can be added by separating each with a comma (,).

Tags can be added, edited, and deleted from the details page of each document.

5. Download CSV file

A CSV file to input the signer's name, email address, and other details can be downloaded. You have two options to download the CSV file, "(English) Download UTF-8" option or the "(Japanese) Download Shift JIS" option if your template's role or custom fields contain Japanese characters to prevent garbled characters when using UTF-8 encoding. 

6. Input data into CSV file 

Input the subject, message, sender's name and email address, as well as values for custom fields, into the downloaded CSV file.

【CSV file input fields】

The downloaded CSV file will have the following default column names displayed on the first row.

• document_subject：Subject of signature request email
• document_message： Message added in signature request email
• party1_label：Role created when template was created (DO NOT CHANGE）
• party1_name： Recipient name
• party1_email： Recipient email address

*1. Do not change the 1st row (red border line)

*2. Do not change the "party{#}_label" column (blue border line)

→changing these values will result in a file import error

7. Upload CSV file

Upload completed CSV file.

8. Settings 

These settings will be applied to all documents sent via bulk send.

• Add PDF Advanced E-Signature (PAdES) (available for paid plan users only) : When enabled, a PDF Advanced E-Signature (digital certificate and timestamp) is added to documents
  
  • Upgrade or purchase an option package to unlock the "Add PDF Advanced E-Signature (PAdES)" feature
    • $10.00 (plus tax) for a package of 10 PDF Advanced E-Signatures
    • Additional package auto-purchased when remaining PAdES count hits below 0
    • No expiry date - automatically carried over to the following month
• Access Code : Recipients asked to enter code when viewing documents
  • Codes must be informed to recipients separately (not informed by SignTime)
• Expiration Date : Document can be signed until this date (default - 1 month)
  • Can be changed after sending documents in the document details page

9. Advanced Settings 

These settings will be applied to all documents sent via bulk send.

Enter "Company Name", "Contract Start Date", "Contract End Date", "Amount" if necessary. We recommend you enter these values to satisfy search requirements of the Electronic Bookkeeping Law.

• Can be changed after sending documents in the document details page

10. Click "Next" to view preview

11. Bulk Send

If the document is ready to be sent, press the "Bulk Send" button to complete the sending process.

The "Reset" button will bring you back to the previous page where you can make the necessary changes.

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