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
A read-only field you (the sender) dynamically prefill as you send out the document. It stamps context—like account ID, plan name, region, price, or internal codes—onto each recipient’s copy. Signers can see it but can’t edit it; the value travels into the final, signed document.
📝 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)
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.
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 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.
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 meny next to the template you need and click Edit Signing Order. Then, you’ll be able to separate roles by signing steps.
