diff --git a/docs/docs/help/Templates/quick-send.md b/docs/docs/help/Templates/quick-send.md index 1392adec0..f1981369e 100644 --- a/docs/docs/help/Templates/quick-send.md +++ b/docs/docs/help/Templates/quick-send.md @@ -1,11 +1,11 @@ --- sidebar_position: 4 -title: Quickly Send the Document for Signature Using Template +title: Bulk Document Send for Signature Using Template --- ## Overview Bulk Send allows you to send a document to multiple recipients at once using a template. You can prefill document data, signer details, and import information using a CSV file to automate large-scale document sending. -# How to use the OpenSign Quick Send feature to send a document for signature using a template +# How to Use the OpenSign Bulk Document Send Feature to Send Documents for Signature Using a Template ### Step 1: Begin New Template Creation @@ -92,7 +92,7 @@ When a template contains Prefill Widgets: - Entered values are automatically embedded into the document - Both **Required** and **Optional** Prefill fields are supported -Bulk send panel +Bulk send panel --- @@ -100,7 +100,7 @@ When a template contains Prefill Widgets: You can upload a CSV file to automatically populate Prefill fields and signer details. -bulk import from csv +bulk import from csv ### Steps to Import CSV 1. Click **Download sample file** @@ -184,13 +184,14 @@ Use: ## Bulk Send Limits -OpenSign allows sending up to **50 documents per Bulk Send**. +OpenSign allows sending up to **1000 documents per Bulk Send**. The number depends on signer roles: -- **1 Role in template → 50 documents** (This depends on the number of signers included in the Bulk Send request.) -- **2 Roles in template → 48 documents** +- **1 Role in template → 1000 documents** (This depends on the number of signers included in the Bulk Send request.) +- **2 Roles in template → 500 documents** - More roles reduce total documents accordingly +- Each document consumes 1 API credit. If you create 200 documents, then 200 premium credits will be deducted.(Premium credits) --- ## Sending Documents via Bulk Send @@ -205,7 +206,7 @@ Signature request emails will be sent to the respective signers, and the created ### Step 4: Bulk Send from Manage Templates For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template. -Manage Template +Manage Template How to Send the Document: - Click the Bulk Send button next to the template in the list.