eSignature Bulk Send | eSign Documents in bulk | Zoho Sign

Sending documents in bulk

The Bulk Send option enables you to send copies of one or more documents for signing to a large list of recipients in one go. 

This is an important feature that can be very effective in saving a lot of time. For example, this feature can be useful when the HR department needs to get the updated policy documents signed by all the employees of the organization, or when an event organizer needs to get consent forms signed by all the participants.


1. This feature is only available in the Enterprise Edition of Zoho Sign.

2.  This feature consumes an automation credit for every recipient from the list of recipients uploaded in bulk. In other words, each document signature request sent via bulk send consumes an automation credit. Automation credits are provided to organizations on a monthly basis subject to their  automation credits limit . Upon exhaustion, additional usage requires Zoho Sign credits purchased as add-ons.

How to send documents to a bulk list of recipients

1. After you have uploaded or imported your documents in the  Send for signatures   page, or in the  Send template   pop-up, choose  Add Bulk Recipients under  Add recipients

2. Upload the CSV file (comma-separated values file) that contains the required details of the recipients in bulk. 

Note: You can click Download sample CSV file to download a sample file and understand the required format of the CSV file. The CSV file must contain a minimum of two recipients and can have up to to a maximum of 300 recipients.

The following column labels can be used to add the recipient details and any predefined values to your CSV file.

recipient_email (mandatory)

Under this column, you add the email addresses of the recipients to whom copies of the document need to be sent in bulk.

recipient_name (mandatory)

The names of the recipients corresponding to their email addresses need to be added in this column.

private_notes (optional)

A private message corresponding to each recipient can be added to this column. This is not included in the sample CSV, you need to create a new column with the given label. 

Here's an example of what a CSV file might look like once all these recipient details are added:

3.  Once the bulk recipient list has been added, it will be displayed in a single row under  Add recipients . You may also add additional recipients (if any) to sign the documents, configure authentication, validity, and reminders, and click Continue .

Additional field labels:

You can also add additional corresponding recipient data defined by your own data labels while creating the CSV file. This data will be merged with signer fields in your document where the Data Label of the field and the CSV column label are the same. This is also not included in the sample CSV. You will need to create new columns with your defined labels.

Here's an example: 

Once you have added the CSV file, this is how the window will be where you can verify the recipient details.

The data values present in the CSV file can be merged with the Data label available while adding the fields onto the document.

Once the data values are merged into the document, here's how it will look on the signer's side:

Once the fields are merged, this is how the document will reflect on the recipient side:

1.  While merging the data values, make sure that the  same Date Format is followed in both CSV file as well as the in the Data Field.
2.  To merge other fields, place the Text Field in the document.

How to track the status of documents sent to bulk recipients:

1. Place your cursor on Documents in the left side navigation pane and click Bulk Send from the dropdown.

2. Click the document that you would like to track from the list of documents displayed, and view the signing status for each recipient from the bulk list.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                        Still can't find what you're looking for?

                        Write to us:



                          Zoho Marketing Automation

                            Zoho Sheet Resources


                                Zoho Forms Resources

                                  Secure your business
                                  communication with Zoho Mail

                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times

                                    Carry your calendar with you
                                    Anytime, anywhere

                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now

                                                Zoho SalesIQ Resources

                                                    Zoho TeamInbox Resources

                                                            Zoho DataPrep Resources

                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW

                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now

                                                                                      • Related Articles

                                                                                      • Getting started with Zoho Sign

                                                                                        Zoho Sign is a digital signature app that is a part of Zoho's operating system for business, which consists of 45+ applications and is trusted by over 60 million users across the globe. It helps businesses of all sizes avoid the hassles of manual ...
                                                                                      • Sending documents using Zoho Sign

                                                                                        You have two options available on your Zoho Sign dashboard to send out the documents: Click Send for signatures if you want to send out the documents requesting signatures from one or more people. Click Sign yourself if you would like to sign one or ...
                                                                                      • Sign up with Zoho Sign and create or join an organization

                                                                                        Once you've created a Zoho account, your next step is to sign up with Zoho Sign. Note:  You can access Zoho Sign only when you have a registered account with Zoho. If you don't have a Zoho account, you can create one here. To sign up with Zoho Sign: ...
                                                                                      • Aadhaar eSign

                                                                                        Available only in Enterprise Edition and India Data center This integration allows residents of India and non-residing Indian citizens to digitally sign a document using their Aadhaar. Documents signed this way are legally valid and carry a ...
                                                                                      • Bulk Sign

                                                                                        Available only in Enterprise Edition The bulk sign allows the signer to sign multiple documents in one go for the documents that have been created within the same organization, given that all the documents that are to be signed have repetitive ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace



                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.

                                                                                          Zoho Show Resources