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Bulk sending with a CSV file
Need to send the same document to dozens of people at once — an onboarding packet to a whole new-hire class, a waiver to a full roster? Bulk Send generates one document per row of a spreadsheet, all from a single template.
Available on Starter and Starter Team plans.
Note: Bulk Send only works from a template. If you haven't saved your document as a template yet, do that first.
Steps
- On the Templates page, click Bulk Send on the template you want to use.
- Either paste your data into the Paste CSV tab, or switch to Upload File and click Choose File to select a
.csvfile. (Only the Choose File button works on this tab — dragging a file onto it currently does nothing, so use the button.) - Check the live preview table — rows with problems are highlighted in red with an explanation underneath.
- Click Send N Valid to send only the rows that passed validation.
CSV format
If your template has one recipient slot: use columns name, email, and optionally phone.
If your template has multiple recipient slots: number your columns per signer — name_1, email_1, phone_1, name_2, email_2, phone_2, and so on. Each row creates one complete document with all of that row's signers.
Click Sample in the dialog to download a correctly-formatted CSV to start from.
- Phone numbers are optional, and must be US numbers if included.
- Every email in a row must be unique to that row.
- Rows with missing names/emails, invalid email formats, or invalid phone numbers are flagged and excluded — they won't block the rest of your batch from sending.
- Maximum 100 rows (documents) per batch.
Tip: The example data Inkless pre-fills into the Paste CSV tab for single-signer templates isn't meant to be sent as-is — replace it with your real recipient list before clicking send.
After sending
You'll see a confirmation of how many documents were sent, and — on paid plans — every recipient you entered is automatically saved to your contacts for next time.