SignNow - Bulk Invite - Upload CSV File
Bulk Invite – Upload CSV File
Bulk Invite allows the sender to email multiple signers their own version of a document to fill out and/or sign. As individuals sign their particular document, their unique document will be saved to the designated archive folder for reference and records.
- Make sure that you have created at least one role (i.e. signer role) in the template
- Go to the ‘Add Required Fields Tags, Labels and Roles to Document’ section of this document to see how to add roles to a document
- Go to the ‘Templates’ folder on the Home Page, select ‘More’ on the Template you want to use and then click on ‘Bulk Invite’
- There are two ways to provide multiple emails, CSV Upload or Manually entering email address
- Below we will cover how to use bulk invite from a CSV file
- Click on ‘CSV Upload’ to choose a CSV file
- Please see the ‘Bulk Invite – CSV Upload Template’ section of this document for the appropriate structure of the CSV file
- Chose the appropriate file and click ‘Open’
- Assign CSV Columns that have the associated emails that will be receiving the document, then hit ‘Ok’
- In this case .csv file, the emails are under the column name of ‘Email Address’
- The pop-up window will be populated with the total number of emails
- Because we uploaded the Email and Name columns in the .csv file we can name each document Emergency Contact Form+Email or Emergency Contact Form+Name
- Choose an Archive folder for completed forms to be filed after a singer has completed their document
- Click ‘Send Bulk Invites’ to finalize the bulk send
