How do I create a bulk send?

Walk through the four-step wizard — template, recipients, schedule, and review.

Creating a bulk send is a four-step wizard: Template → Recipients → Schedule → Review. You can add recipients from a CSV file or type them in by hand, and send immediately or schedule for later.

Start the wizard

In the sidebar, open Signing and choose Bulk Send.
The New bulk send wizard opens on step 1.

Step 1 — Template

Choose a template from My templates or Public templates.
The template must include a document file.

First external signer only

A banner reminds you that bulk send uses the template's first external signer for every recipient. Extra signers on the template are not used.

Step 2 — Recipients

You can add recipients two ways:

Upload CSV — the file needs a Name column, and an Email column is required unless the recipient signs in person. Use Download sample CSV to get the correct format.
Enter manually — type recipients in, or Paste from spreadsheet to bring in a list.

Each row is marked Ready or Invalid. Invalid rows are skipped when you send.

There's a maximum number of recipients per bulk send. If you have a very large list, split it across more than one run.

Step 3 — Schedule

Give the bulk send a name — this is internal, just to help you find it later.
Choose when to send:
- Send immediately, or
- Schedule for later and pick a date and time (it must be at least a few minutes in the future).

Step 4 — Review

Review the summary and any warnings.
Click Send / Schedule {n} envelopes to launch the run.

Once launched, BunnyDoc generates and sends an individual envelope to each Ready recipient. Track its progress from the Bulk Send list.