Bulk Invite sends one document or template to many people as separate, trackable invites—no group signing. Use it whenever the same form must be signed at scale—fast and audit-ready. Result: less chasing, quicker turnaround, cleaner records.
Common uses: HR onboarding packs; company-wide policy attestations; sales NDAs before calls; DPAs to customers; vendor onboarding kits; event/photo waivers; school/club permissions; tenant disclosures; IT equipment sign-offs; clinic intake/consents.
Pre-filled Text
Pre-filled Text stamps a read-only value onto each recipient's copy from your CSV. Because the value is fixed at send time and can't be adjusted mid-flight, it's worth setting the fields up correctly before the invite goes out. The two things to plan for are field size and line breaks.
Text doesn't wrap or resize
Pre-filled Text renders on a single line at a fixed size. It won't wrap to a second line, and it won't shrink to fit the box. If a value is longer than the field, it runs past the edge and can overlap whatever sits next to it.
Size the field to the longest value in that CSV column, not to a typical one. Sorting the column by length before you export the CSV makes the longest entry easy to spot.
Add line breaks with \r
To split a value across lines, type \r in the CSV cell wherever you want the break:
123 Station Street\rSuite 400\rAustin, TX 78701
Each \r starts a new line, so make the field tall enough for every line you add.
Formatting can't be changed
Font, size, color, alignment and text decoration are fixed for Pre-filled Text, and the formatting panel available on Text fields doesn't apply. To make a value sit naturally on the page, adjust the field's size and position rather than the text inside it.
📝 If you need a value that matches the document's typography, use a Text field with a pre-filled value instead — those are fully customizable, though signers can edit them.
What changes when a template has Pre-filled Text
One column per field. Your CSV needs a column for every Pre-filled Text field, plus an email column for every signing role.
Labels don't apply. To repeat the same value in several places, add a Pre-filled Text field for each spot and map them all to the same CSV column.
Values are read-only. Signers see them but can't edit or clear them.
Fields can't be saved to Custom Fields for reuse on other documents.
Bulk Invite has no advanced settings
Reminders, password protection, expiration dates and redirect settings aren't available on a Bulk Invite, and settings saved at template level don't carry over.
As a result of these limitations, Bulk Invite is incompatible with CFR 21 Part 11 compliance.
📝 Pre-filled Text is available on certain plans only. See the pricing page for details.
Before you send
Size every Pre-filled Text field to the longest value in its column.
Add
\rwhere multi-line values need to break.Send one invite to yourself first and check the rendering on the signed copy.
📝 Bulk Invite is only compatible with the Signer role at this time, and does not work for the Approver role.
Why it’s useful
Personalizes bulk sends without changing the document itself.
Keeps key data consistent across thousands of invites.
Shows up in your Bulk Invite progress table and exportable CSV report for sorting/auditing.
How it fits Bulk Invite
Add Pre-filled Text fields to your template. Label the pre-filled fields identically to their CSV columns to ensure easier mapping during the Bulk Invite setup.
During Bulk Invite, provide a value per recipient (via mapping), so each invite carries its own details.
What is a CSV Report?
A CSV (Comma-Separated Values) file is plain text where each line is a row and columns are separated by commas. It carries data only (no fonts, colors, formulas, or merged cells) and is universally accepted for imports like Bulk Invite.
Create a CSV with Google Sheets (step by step)
Start your sheet
In Google Sheets, put one header row (e.g.,
email, name, role, cc_email) and one record per row below it.
Clean your data
Remove blank rows and duplicates (Data → Data cleanup).
Trim spaces (Data → Data cleanup → Trim whitespace).
Use Data → Data validation to ensure emails look valid.
Flatten formulas (optional but recommended)
If you used formulas, copy the range → Edit → Paste special → Paste values only.
Export to CSV
File → Download → Comma Separated Values (.csv, current sheet).
This saves a UTF-8 CSV of the active sheet.
Quick check
Open the file in a plain text editor: expect one row per line, columns separated by commas, header on the first line.
One-recipient templates
1. Click the Invite to Sign next to the template and select Bulk Invite from the dropdown. Alternatively, select this option from the three dots menu on the right side of the template.
2. In the Bulk Invite pop-up, you have two options:
Paste the recipients' emails or enter them manually in the Send invites to field.
Upload a CSV file that contains a column with the recipients' emails by clicking Upload CSV.
3. Upload the CSV report through the Upload CSV button. After uploading the CSV, match the recipients' emails with the column in your CSV and hit Done.
4. Configure the invites' branding and dynamic form copy's name to make it easier to navigate through signed documents.
5. Click Select folder to select a destination folder where all signed documents will be stored. By default, all copies will be stored in the Documents folder; you can select Documents or Archive as your destination folders, as well as their subfolders. A separate folder for every Bulk Invite makes the document search easier.
6. Customize the email invite subject and message if needed, and click Send Invites. View and track the status of the Bulk Invite documents:
Bulk Invite invites tracking
View and track the status of the Bulk Invite documents on template level via the View & Export Report option.
Multi-recipient templates
If your template has more than one role, you must use a CSV and include a separate email column for each role. Without that CSV, you can’t send the invite to multiple recipients at once—you’d have to send individual invites instead.
Case 1 (Multi-recipient with fixed roles, one role empty)
If CEO and HR Manager are always the same people, make them fixed roles (i.e. prefill their emails in the editing mode) and leave the Employee role empty as the only dynamic Bulk role. Click on the action menu next to the template and select Edit Signing Roles to permanently fill out the roles you need the same constantly.
Enter the email next to the role name and hit Save to apply changes.
Add fixed emails to the CEO and HR Manager roles while leaving the Employee role empty. In this case, you can upload a CSV file with one column or enter emails manually similarly to the one-role template case described above.
Case 2 (Multi-recipient with empty roles)
If you need to make several Bulk roles, leave all the respective roles empty without fixed emails. Once done, click Save Changes.
There can be as many roles as you need, as long as you have respective columns for every recipient role in your CSV for each signer.
Every row in the CSV equals one form sent from the Bulk Invite. Every column indicates the recipient value and the Pre-Filled Text value (if added).
The mapping and sending process is the same as described in the first section.
📝 The ability to set invite order should be set outside of the Bulk Invite configuration. Go to the Templates folder, click on the action menu next to the template you need and click Edit Signing Order. Then, you’ll be able to separate roles by signing steps.
