Scale Sending

Templates & Bulk Send

Save envelopes as reusable templates, and send dozens or hundreds of documents at once from a single CSV.

signID has two kinds of templates:

  • Tenant templates. Live inside your workspace. Only members of that workspace can see and use them. Created by any admin in the workspace.
  • Admin-global templates. Created by platform operators (super-admins). Available to every workspace on the deployment, so they show up in every tenant’s template picker as read-only starting points.

Most senders will only ever interact with tenant templates. Admin-global templates are typically used by embedded partners (like Ainfluencer) to seed workspaces with a starter contract set.

Note. A unified template model that merges these two systems is in progress. For now, treat them as separate but functionally similar.

The easiest way to make a template is from an envelope you’ve already built:

  1. Open the envelope (draft or completed, either works).
  2. Click the three-dot menu and choose Save as template.
  3. Give the template a name and (optional) description.
  4. Optionally strip out recipient-specific data (names, emails) that shouldn’t carry into future sends.

The template stores the PDF, field placements, static sender elements, and the recipient slot structure. It does not store completed field values from past sends.

Tip. Name templates clearly, e.g. “NDA v2 (with mutual clause)” not just “NDA”. Your future self, and your teammates, will thank you.

From the Desk, click New Envelope and switch to the Templates tab. Pick a template.

signID clones the template into a fresh draft envelope: same PDF, same field layout, same static elements. You just:

  • Fill in the recipient names and emails for this specific send
  • Adjust any per-envelope details (title, expiration date, notification preferences)
  • Click Send

The template itself is unchanged, meaning you can reuse it again and again. If you need to update the template (say, the PDF changed), edit the template directly, don’t edit the cloned envelope.

Templates have their own field editor, functionally identical to the envelope editor. Open a template from the Templates list and click Edit.

You can:

  • Add, remove, resize, and reposition signer fields
  • Update static sender elements
  • Change the recipient slot structure (e.g. from 2 signers to 3)
  • Replace the underlying PDF (with the same version-history guardrails as regular envelopes)

Changes save on click. Envelopes previously created from this template are not retroactively updated, only new envelopes cloned from the template pick up the changes.

Bulk send lets you generate many envelopes from a single template plus a CSV of recipients. Instead of creating envelopes one at a time, you upload a CSV and signID creates one envelope per row.

Typical use cases:

  • Sending an NDA to a batch of new hires
  • Distributing a partner agreement to every influencer in a campaign
  • Rolling out an updated terms of service to a list of customers

Bulk send is a gated feature, meaning it requires the bulkSend feature flag on your plan. Solopreneur and PAYG do not include it; Business and Enterprise do.

Note. Bulk send creates separate envelopes for each row, meaning each recipient signs their own document. This is different from a single envelope with many signers (which would have them all sign the same document).

Your CSV needs one row per envelope. Required columns:

  • signer_name: the recipient’s display name
  • signer_email: the recipient’s email

Optional columns:

  • envelope_title: a per-envelope title (overrides the template’s default)
  • expires_at: an ISO-8601 date/time for expiration
  • Any custom text fields defined in the template: use a column name matching the field’s label to prefill it

Example CSV:

signer_name,signer_email,envelope_title
Ali Rezaei,[email protected],Partner Agreement Q4
Sara Ahmadi,[email protected],Partner Agreement Q4
Reza Mohammadi,[email protected],Partner Agreement Q4
Tip. Save your CSV as UTF-8 to preserve non-ASCII characters (Persian, Arabic, Chinese, etc.). Excel sometimes defaults to a different encoding, if so, choose “CSV UTF-8” on export.

Open the template you want to bulk-send from and click Bulk send. Upload your CSV.

signID validates the CSV before starting:

  • Every row has valid signer_email (RFC-compliant format)
  • Column headers match either required or known optional/field columns
  • No duplicate emails within the same batch (soft warning, not blocking)

If validation passes, you see a preview: number of envelopes to create, per-envelope title, and any per-row warnings. Click Confirm to start.

The dispatch runs as a background job. Envelopes are created one at a time and moved to pending as they go, so you see progress from the Desk, not from a modal you’d need to keep open.

Bulk send jobs show up in the Bulk Jobs panel (accessible from the Templates area or the Desk sidebar). Each job displays:

  • Total rows in the CSV
  • Envelopes created
  • Envelopes sent (moved to pending)
  • Envelopes with errors (e.g. an invalid recipient email that snuck past validation)
  • Job status: queued, running, completed, partial, failed

Each row in the CSV maps to a specific envelope you can click through to see. Errors are shown per-row so you can retry just the failed ones.

Note. Bulk send doesn’t guarantee all envelopes arrive at exactly the same second. Signers receive their emails as their envelopes are dispatched, which may span a few minutes for a large batch.

Bulk send is gated by the bulkSend feature flag on your plan:

  • Solopreneur (free): not included. The bulk send button is hidden.
  • Pay-as-you-go: not included by default. The button is hidden.
  • Business: included. Per-envelope charges still count against your normal envelope quota.
  • Enterprise: included, typically with a higher per-batch ceiling.

If you’re on a lower tier and need to send in bulk once, either upgrade to Business temporarily or reach out to support for a one-off allowance.

Tip. If you’re building an integration and need to bulk-send programmatically instead of via CSV, use the Partner API. You can create envelopes one at a time from your backend, which achieves the same result without going through the CSV UI.

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