Sending one document to many people at once.

Sending documents one by one is fine for three recipients. For three hundred you want bulk sending, where a single template goes to a whole list and each person gets their own copy to sign.

What bulk sending is

Bulk sending takes one template and sends it to many people, with each copy filled in from a spreadsheet. Instead of building and sending each envelope by hand, you upload a list with a row per person and SignAndGo creates a separate envelope for each of them.

Columns in your list can also fill in fields on each person's copy, so a new hire sees their own role and start date rather than a blank.

How it works

1. Prepare a template. Upload your document, place the signature, date and name fields, and give it exactly one signer role, because each row of your list becomes that signer.
2. Build your list. Make a spreadsheet with one row per person. At a minimum it needs a name and an email address; add a column for any field you want filled in for each person.
3. Upload and check. Upload the list and review it before anything goes out. Rows with a missing name, an email address that is not valid or a repeated email address are flagged with their row number, so you can fix the file.
4. Send and track. Send, and each person receives their own copy. Every envelope appears on your dashboard, so you can see who has signed and remind anyone who has not.

Common uses

• New hire paperwork. Employment agreements, confidentiality agreements and policy acknowledgments for a group starting together.
• Client terms. Updated terms, annual renewals or new agreements going to every client.
• Franchise and dealer networks. Agreements, manual acknowledgments and forms for every location.
• Suppliers. Onboarding a batch of new suppliers, or updating agreements across the existing list.
• Annual reviews. Review forms or letters to every staff member at review time.
• Events. Waivers, photo releases or participation agreements for attendees.

Good habits before you send

• Test with a small list of three to five people first, including yourself.
• Check every email address in the file.
• Look at how the filled-in fields will appear for a couple of rows.
• Decide on reminders and an expiry date before you start.

And after

• Watch the dashboard to see how many have signed.
• Follow up personally with the people whose signature matters most.
• Download completed documents as they come in.
• Look for addresses that bounced and resend to a corrected one.

Spreadsheet tips

• Save the file as a UTF-8 CSV so names with accents come through correctly.
• Use short, clear column headings, such as start_date rather than start date.
• Delete blank rows at the end of the file.
• List each person once. A repeated email address is flagged, and only its first row is kept.
• Use one date format throughout the file.
• Keep amounts as plain numbers, such as 95000, with no currency sign or thousands separator.