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Simplify Contract Signing with the BoldSign® Bulk Send Feature | Webinar Recap


 

This blog provides show notes for our Nov. 27, 2024, webinar, “Simplify Contract Signing with BoldSign’s Bulk Send Feature.” The webinar was presented and hosted by BoldSign® Software Engineer Harini Chellappa. If you missed the webinar, or would like to watch it again, you can view it on our YouTube channel or following.

Overview

In this webinar, we demonstrated tools that will assist you in sending contracts to a large number of recipients at once, streamlining your workflow and saving time. 

Timestamps

[00:00] Introduction

[01:45] Creating a Template

[02:30] Creating New Bulk Send

[02:58] Upload Recipient Data

[05:32] Add CC Recipients

[05:48] Customize Bulk Send Title and Tags

[06:19] Advanced Settings

[06:42] Preview Your Document

[07:48] Send Your Document

[08:10] Check Your Recipients’ Status

[09:48] Set Reminders

[10:48] Revoke

[11:35] Delete and Restore

[12:21] Export and Download

[13:40] Team Bulk Send

[15:52] Permissions

[18:00] Closing Notes

Q&A

1. Is it possible to integrate BoldSign® via API embedding into an application?
Yes, it is possible. Please refer to this online demo for embedding the signing process. This is a demo for how to embed the document sending process.

2. What is the pricing information for customers, for a development company?
We have different pricing options for the API and web app. We think you’ll find them reasonable.

Summary

During this webinar, we covered how to set up and customize bulk sends, manage recipient tracking, and ensure each signer receives a personalized document. If you enjoyed this topic, please keep an eye out for future BoldSign® webinars!


Recommended resources (related links)

How to Bulk Send Documents to a Large Number of Recipients [Yoututbe video]

Bulk Send Documents for eSignatures [blog]

BoldSign® September 2024: Discover the Latest Updates and Features [blog]

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