Bulk sending templates with variables.

Who can use this feature?

Available on Business and Enterprise plans.

Accessible to all members on Web App.

Creating personalized document templates with dynamic fields enhances your efficiency and ensures each document you send is customized. Dynamic fields can include information such as a recipient's name, date, address, or other variable data.

Adding a dynamic field to your template

Step 1: Selecting the Recipient

  1. Log in to your Sign.Plus account, and go to the Templates section on your Dashboard.
  2. In the left sidebar, under Recipients, select the Sender option. This specifies to whom the dynamic field will pertain when the template is in use.

Step 2: Adding the Dynamic Field

  1. Go to the Fields section and select the Text field option.
  2. Drag the text field into the desired position on your template.
  3. A settings menu will appear beside your template, allowing you to modify the dynamic field.

Step 3: Customizing the Dynamic Field

  1. Click on the field labeled Dynamic Field Name and input the identifier for the dynamic content, like “Client Name” or “Date.”
  2. Adjust the font, color, and size to align with your template’s design.
    Note: Properly size the text field by clicking and dragging its corners. Remember, its dimensions are fixed once the template is saved.

Step 4: Finalizing the Dynamic Field

  1. Review the dynamic field's placement and appearance.
  2. Click Next, then Save to apply the changes to your template.

Bulk Sending a Template with Dynamic Fields

The Bulk Send feature enables you to send a single template to multiple recipients simultaneously making your document signing process more efficient.

  1. Accessing Bulk Send
    • Log into your Sign.Plus account and navigate to the Templates section on your Dashboard.
    • Find the template that you like to use and click on More () located on the right side of your template choice.

  2. Preparing your CSV File.
    • Click to download the CSV template. It includes headers like "Employee Name" and "Employee Email" in the first row – do not alter these headers.
    • Fill the CSV with your recipients' details and any additional dynamic fields (up to 100 rows).
    • Save your completed CSV file.
  3. Uploading and Sending
    • Upload your CSV file and click Next. Screenshot 2024-03-22 at 16.10.10.png
    • Click Confirm to review your document.
    • Click on Confirm
    • Make sure to review the document. At this step, you have the option to save your sent document to a specific folder by selecting Save to Folder. 

      Save to Folder.png
    • Click on Send. After sending your document, you will be directed to the Pending Documents section to track its progress.

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