Bulk Send

Bulk Send invites many people from a CSV using one template. Each row becomes its own document and signing email. You name the send; that name becomes a tag so you can filter the batch in Documents.

Requires WPsigner Pro

Bulk Send is not included in Lite (no mass CSV). You need a WPsigner role that can create documents (Sender, Manager, or Admin). Upgrade to Pro · Lite vs Pro

---

When to use Bulk Send

Use Bulk Send	Use something else
You have a list of names and emails	Unknown visitors → Campaigns
Same contract, many people (NDA, policy, offer)	One document, a few named signers → Creating Documents
You want each person to have their own document	One public link for everyone → Campaigns

---

Before you start

1. Create and save a template with at least one signature field (Creating Documents)
2. Confirm your site can send email (SMTP recommended)
3. Prepare a CSV (UTF-8). Download the sample from the Bulk Send page if you need the exact header

---

Step by step

1. Open Bulk Send

Go to More → Bulk Send (under Templates), or click Bulk Send on the Documents list.

2. Choose a template

Pick a template you own (Managers and Admins can use any template). If the template has more than one signer slot, the page explains that you can add signer2_name and signer2_email columns.

3. Download the sample CSV

The sample file looks like this:

name,email,title
Jane Doe,jane@example.com,NDA — Jane Doe
Luis Pérez,luis@example.com,NDA — Luis Pérez
María Santos,maria@example.com,

Column	Required	Notes
name	Yes	Also accepts signer_name or full_name
email	Yes	Also accepts signer_email
title	No	Document title for that row. If empty, the title pattern is used
signer2_name / signer2_email	No	Second signer on two-signer templates

Comma or semicolon separators are fine. Maximum 200 rows and 1 MB.

4. Upload and preview

Drop the CSV or browse. WPsigner shows the first rows, how many are ready, skipped invalid emails, and duplicate emails (duplicates still send as separate documents).

5. Name this send (tag)

Enter a short name, for example August NDA. Required. Every document in this send gets that tag. After sending, open Documents and filter by the tag to see only that batch.

If you leave the field empty after picking a template, the template name is suggested. You can change it.

6. Sending options

Option	Default	What it does
Title pattern	{template} — {name}	Used when the CSV title is empty. Tokens: {template}, {name}, {email}, {n}
Emails per batch	4	How many invitations go out per step (1–20). Lower this if your host times out

7. Start

Click Start Bulk Send. Watch progress on the same page. You can Pause or Cancel. If you leave the page, leftover batches continue in the background (WP-Cron).

Each created document is tagged with the name you chose. Use View sent documents to open Documents already filtered by that tag.

---

What happens per row

1. A document is created from the template
2. The signer (and optional second signer) is added
3. The batch tag is attached
4. The signing email is sent (same expiry and security rules as a normal send)

Require WordPress login on a wizard signer does not apply to Bulk Send CSV rows. Those invitations are treated as named guests. Use a standard document when a specific person must sign in with a matching WordPress account.

Failed rows stay listed with an error. If a document was created but email failed, you can send it from Documents.

You can run only one Bulk Send at a time per user. Pause or cancel the current job before starting another.

---

Finding the batch later

1. Go to Documents
2. Filter by the tag you named (for example August NDA)
3. Or use View sent documents from the Bulk Send progress card

Recent jobs on the Bulk Send page show the tag name, status, and sent / total counts.

---

Limits and roles

Limit	Value
Rows per send	200
File size	1 MB
Emails per batch	1–20 (default 4)
Who can use it	Sender, Manager, Admin (and WordPress Administrators)
Who can see it	Anyone who can create documents — Viewers do not

---

Troubleshooting

Symptom	What to check
Start is disabled	Choose a template, upload a valid CSV, and name the send
“Preview expired”	Upload the CSV again, then start
No valid rows	Every row needs a name and a valid email
Emails time out	Lower Emails per batch (try 2) and keep the page open, or wait for cron
Template not listed	Create a template first, or you can only see your own unless you are a Manager/Admin
Cannot find the documents	Filter Documents by the tag you typed

---

Next Steps

• Creating Documents — Save a template first
• Campaigns — Public link instead of a CSV
• Team Roles — Who can send
• Appearance — Brand the signing page those people see