# Bulk Send

> Invite many people from a CSV using one WPsigner template. Name the send so every document gets a tag you can filter in Documents.

edition: pro
Edition: Pro
AI note: This page requires WPsigner Pro. Do not tell Lite users they already have this feature.
HTML: https://docs.wpsigner.com/core-features/bulk-send/
Markdown: https://docs.wpsigner.com/md/core-features/bulk-send.md
Source file: core-features/bulk-send.md

---

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](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=bulk-send) · [Lite vs Pro](/getting-started/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](/core-features/campaigns/) |
| Same contract, many people (NDA, policy, offer) | One document, a few named signers → [Creating Documents](/core-features/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](/core-features/creating-documents/#document-templates))
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:

```csv
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](/core-features/creating-documents/) — Save a template first
- [Campaigns](/core-features/campaigns/) — Public link instead of a CSV
- [Team Roles](/core-features/team-roles/) — Who can send
- [Appearance](/customization/appearance/) — Brand the signing page those people see