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Using Template</h1></header><div class="row"><div class="col col--12 markdown"><h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="overview">Overview<a href="#overview" class="hash-link" aria-label="Direct link to Overview" title="Direct link to Overview" translate="no"></a></h2>
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<p>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.</p>
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<h1>How to use the OpenSign Quick Send feature to send a document for signature using a template</h1>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="step-1-begin-new-template-creation">Step 1: Begin New Template Creation<a href="#step-1-begin-new-template-creation" class="hash-link" aria-label="Direct link to Step 1: Begin New Template Creation" title="Direct link to Step 1: Begin New Template Creation" translate="no"></a></h3>
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<ul>
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<li class=""><strong>Navigate to New template form</strong>: On the left sidebar, click on "Templates" to expand the menu. and Click on the "Create template" option.</li>
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</ul>
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<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/9a21705c-84ff-44c1-81a5-bc4e5cae3c7a">
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="uploading-your-document">Uploading Your Document<a href="#uploading-your-document" class="hash-link" aria-label="Direct link to Uploading Your Document" title="Direct link to Uploading Your Document" translate="no"></a></h3>
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<ul>
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<li class=""><strong>[1] Choose File</strong>: Once the "New template" page opens, click here to select and upload the document file from your computer that needs to be signed. Supported formats include PDF, PNG, JPG, JPEG, and DOCX.</li>
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<li class=""><strong>[2] Choose File from Dropbox</strong>: Click the Dropbox icon to select the document file from your Dropbox account.</li>
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</ul>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="entering-template-details">Entering Template Details<a href="#entering-template-details" class="hash-link" aria-label="Direct link to Entering Template Details" title="Direct link to Entering Template Details" translate="no"></a></h3>
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<ul>
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<li class=""><strong>[3] Title</strong> <em>(Required)</em>: Provide a title for your template. For example, "Demo Custom Template."</li>
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<li class=""><strong>[4] Description</strong>: Optionally add a description to give context or instructions regarding the template.</li>
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<li class=""><strong>[5] Note</strong>: Optionally add a note to give context or instructions regarding the document.
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You can also configure additional settings such as Send in Order, Allowed Modifications, and other advanced options based on your requirements.</li>
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</ul>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="proceed-to-template-editor">Proceed to Template Editor<a href="#proceed-to-template-editor" class="hash-link" aria-label="Direct link to Proceed to Template Editor" title="Direct link to Proceed to Template Editor" translate="no"></a></h3>
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<ul>
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<li class=""><strong>Next</strong>: Click the "Next" button to proceed to the next stage of template creation, where you can add widgets and finalize the template.</li>
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<li class=""><strong>Cancel</strong>: If you need to start over or make changes, click Cancel button to clear the form.</li>
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</ul>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="step-2-add-roles-and-widgets">Step 2: Add Roles and Widgets<a href="#step-2-add-roles-and-widgets" class="hash-link" aria-label="Direct link to Step 2: Add Roles and Widgets" title="Direct link to Step 2: Add Roles and Widgets" translate="no"></a></h2>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="add-prefill-widgets">Add Prefill Widgets<a href="#add-prefill-widgets" class="hash-link" aria-label="Direct link to Add Prefill Widgets" title="Direct link to Add Prefill Widgets" translate="no"></a></h3>
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<ul>
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<li class="">Select the <strong>Prefill role</strong> from the right-side panel.</li>
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<li class="">Drag and drop Prefill widgets onto the document.</li>
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</ul>
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<img width="828" alt="Create Template" src="https://github.com/user-attachments/assets/e9d07206-254d-48b6-9ea5-19f3ca1ce080">
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<h4 class="anchor anchorTargetStickyNavbar_Vzrq" id="add-widgets-against-the-role">Add widgets against the role<a href="#add-widgets-against-the-role" class="hash-link" aria-label="Direct link to Add widgets against the role" title="Direct link to Add widgets against the role" translate="no"></a></h4>
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<ul>
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<li class="">Select the role → Click Signature Widget → Place it where the signature is required.</li>
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<li class="">You can add multiple signature widgets for each role.</li>
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</ul>
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<p>After placing the Signature widget, the following options are available:</p>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="add-other-widgets">Add Other Widgets<a href="#add-other-widgets" class="hash-link" aria-label="Direct link to Add Other Widgets" title="Direct link to Add Other Widgets" translate="no"></a></h3>
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<p>You can also add additional widgets such as:</p>
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<ul>
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<li class="">Stamp</li>
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<li class="">Initials</li>
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<li class="">Name</li>
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<li class="">Date</li>
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<li class="">Text</li>
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<li class="">Checkbox</li>
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<li class="">Dropdown</li>
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<li class="">Cells</li>
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<li class="">Number</li>
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<li class="">Image</li>
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</ul>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="step-3-save-template">Step 3: Save Template<a href="#step-3-save-template" class="hash-link" aria-label="Direct link to Step 3: Save Template" title="Direct link to Step 3: Save Template" translate="no"></a></h2>
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<ul>
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<li class="">Click <strong>Next</strong> after placing and configuring all widgets to save the template.</li>
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</ul>
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<p>After saving, a <strong>Create Document</strong> popup will appear with the message:</p>
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<blockquote>
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<p><em>"What would you like to do with the template you just created?"</em></p>
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</blockquote>
|
||
<p>You will see the following options:</p>
|
||
<ul>
|
||
<li class="">Use Template</li>
|
||
<li class=""><strong>Bulk Send</strong></li>
|
||
<li class="">Embed</li>
|
||
<li class="">Copy Public URL</li>
|
||
</ul>
|
||
<p>Click <strong>Bulk Send</strong> to open the Bulk Send panel and start sending documents in bulk.</p>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="prefill-widgets-in-bulk-send">Prefill Widgets in Bulk Send<a href="#prefill-widgets-in-bulk-send" class="hash-link" aria-label="Direct link to Prefill Widgets in Bulk Send" title="Direct link to Prefill Widgets in Bulk Send" translate="no"></a></h2>
|
||
<p>OpenSign supports <strong>Prefill Widgets</strong> in Bulk Send.</p>
|
||
<p>When a template contains Prefill Widgets:</p>
|
||
<ul>
|
||
<li class="">Prefill fields appear in the <strong>Bulk Send panel</strong></li>
|
||
<li class="">Users can enter values before sending</li>
|
||
<li class="">Entered values are automatically embedded into the document</li>
|
||
<li class="">Both <strong>Required</strong> and <strong>Optional</strong> Prefill fields are supported</li>
|
||
</ul>
|
||
<img width="828" alt="Bulk send panel" src="https://github.com/user-attachments/assets/91b908c8-3c24-4afc-9bd9-6b29cb778891">
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="import-data-using-csv">Import Data Using CSV<a href="#import-data-using-csv" class="hash-link" aria-label="Direct link to Import Data Using CSV" title="Direct link to Import Data Using CSV" translate="no"></a></h2>
|
||
<p>You can upload a CSV file to automatically populate Prefill fields and signer details.</p>
|
||
<img width="828" alt="bulk import from csv" src="https://github.com/user-attachments/assets/448a7a94-8685-47cc-86a7-dbd47e67c8f6">
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="steps-to-import-csv">Steps to Import CSV<a href="#steps-to-import-csv" class="hash-link" aria-label="Direct link to Steps to Import CSV" title="Direct link to Steps to Import CSV" translate="no"></a></h3>
|
||
<ol>
|
||
<li class="">Click <strong>Download sample file</strong></li>
|
||
<li class="">Add your data to the sample CSV</li>
|
||
<li class="">Upload the CSV file in Bulk Send</li>
|
||
<li class="">Click <strong>Send</strong></li>
|
||
</ol>
|
||
<p><strong>Important:</strong></p>
|
||
<ul>
|
||
<li class="">Do <strong>not change column names</strong> in the CSV file</li>
|
||
<li class=""><strong>CSV import is NOT available in Free Self-Host version</strong></li>
|
||
</ul>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="date-format-rules-csv-only">Date Format Rules (CSV Only)<a href="#date-format-rules-csv-only" class="hash-link" aria-label="Direct link to Date Format Rules (CSV Only)" title="Direct link to Date Format Rules (CSV Only)" translate="no"></a></h2>
|
||
<p>For <strong>Date-type Prefill fields in CSV</strong>, you must use:
|
||
<strong>Format:</strong> <code>DD-MM-YYYY</code><br>
|
||
<strong>Example:</strong> <code>28-01-2026</code></p>
|
||
<ul>
|
||
<li class="">On the document, users may use any date format, but in the Excel/CSV file the date must strictly follow <code>DD-MM-YYYY</code>.</li>
|
||
<li class="">After import, the date automatically converts to the widget’s selected format</li>
|
||
</ul>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="checkbox-widget--multiple-selection-csv">Checkbox Widget – Multiple Selection (CSV)<a href="#checkbox-widget--multiple-selection-csv" class="hash-link" aria-label="Direct link to Checkbox Widget – Multiple Selection (CSV)" title="Direct link to Checkbox Widget – Multiple Selection (CSV)" translate="no"></a></h2>
|
||
<p>Checkbox widgets support multiple values in CSV.</p>
|
||
<p>Use the <strong>pipe separator <code>|</code></strong> between options.</p>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="example-option-1option-2"><strong>Example:</strong> Option-1|Option-2<a href="#example-option-1option-2" class="hash-link" aria-label="Direct link to example-option-1option-2" title="Direct link to example-option-1option-2" translate="no"></a></h2>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="unsupported-prefill-imports">Unsupported Prefill Imports<a href="#unsupported-prefill-imports" class="hash-link" aria-label="Direct link to Unsupported Prefill Imports" title="Direct link to Unsupported Prefill Imports" translate="no"></a></h2>
|
||
<p>The following widget values <strong>cannot be imported via CSV</strong>:</p>
|
||
<ul>
|
||
<li class="">Image widgets</li>
|
||
<li class="">Draw widgets</li>
|
||
</ul>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="signer-widgets-in-bulk-send">Signer Widgets in Bulk Send<a href="#signer-widgets-in-bulk-send" class="hash-link" aria-label="Direct link to Signer Widgets in Bulk Send" title="Direct link to Signer Widgets in Bulk Send" translate="no"></a></h2>
|
||
<p>Bulk Send also supports <strong>Signer Widgets</strong>.</p>
|
||
<ul>
|
||
<li class="">Signer widgets appear with <strong>Signer Role + Widget Name</strong></li>
|
||
<li class="">You can prefill signer details before sending</li>
|
||
<li class="">When signer receives the document:<!-- -->
|
||
<ul>
|
||
<li class="">Prefilled values are visible</li>
|
||
<li class="">Signer can edit/update values</li>
|
||
<li class="">Signer can complete the document</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="notes">Notes<a href="#notes" class="hash-link" aria-label="Direct link to Notes" title="Direct link to Notes" translate="no"></a></h3>
|
||
<ul>
|
||
<li class="">All signer widget prefills are <strong>optional</strong></li>
|
||
<li class="">You can send without entering signer widget values</li>
|
||
<li class="">Signers widgets prefilling is <strong>NOT supported</strong> for:<!-- -->
|
||
<ul>
|
||
<li class="">Signature</li>
|
||
<li class="">Stamp</li>
|
||
<li class="">Initials</li>
|
||
<li class="">Image</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p>Signer details can also be imported via CSV.</p>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="csv-rules-for-signer-widgets">CSV Rules for Signer Widgets<a href="#csv-rules-for-signer-widgets" class="hash-link" aria-label="Direct link to CSV Rules for Signer Widgets" title="Direct link to CSV Rules for Signer Widgets" translate="no"></a></h2>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="date-format-same-rule">Date Format (Same Rule)<a href="#date-format-same-rule" class="hash-link" aria-label="Direct link to Date Format (Same Rule)" title="Direct link to Date Format (Same Rule)" translate="no"></a></h3>
|
||
<p>Use:</p>
|
||
<p><code>DD-MM-YYYY</code> (Example: <code>28-01-2026</code>)</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="checkbox-multiple-selection">Checkbox Multiple Selection<a href="#checkbox-multiple-selection" class="hash-link" aria-label="Direct link to Checkbox Multiple Selection" title="Direct link to Checkbox Multiple Selection" translate="no"></a></h3>
|
||
<p>Use:</p>
|
||
<p><code>Option-1|Option-2</code></p>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="bulk-send-limits">Bulk Send Limits<a href="#bulk-send-limits" class="hash-link" aria-label="Direct link to Bulk Send Limits" title="Direct link to Bulk Send Limits" translate="no"></a></h2>
|
||
<p>OpenSign allows sending up to <strong>50 documents per Bulk Send</strong>.</p>
|
||
<p>The number depends on signer roles:</p>
|
||
<ul>
|
||
<li class=""><strong>1 Role in template → 50 documents</strong> (This depends on the number of signers included in the Bulk Send request.)</li>
|
||
<li class=""><strong>2 Roles in template → 48 documents</strong></li>
|
||
<li class="">More roles reduce total documents accordingly</li>
|
||
</ul>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="sending-documents-via-bulk-send">Sending Documents via Bulk Send<a href="#sending-documents-via-bulk-send" class="hash-link" aria-label="Direct link to Sending Documents via Bulk Send" title="Direct link to Sending Documents via Bulk Send" translate="no"></a></h2>
|
||
<ul>
|
||
<li class="">Assign signers to the roles shown in the popup.</li>
|
||
<li class="">To create multiple documents, click <strong>Add New</strong> to add more signers.</li>
|
||
<li class="">After adding all signers, click <strong>Send</strong>.</li>
|
||
</ul>
|
||
<p>Signature request emails will be sent to the respective signers, and the created documents will appear under the <strong>In Progress Documents</strong> report.</p>
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="step-4-bulk-send-from-manage-templates">Step 4: Bulk Send from Manage Templates<a href="#step-4-bulk-send-from-manage-templates" class="hash-link" aria-label="Direct link to Step 4: Bulk Send from Manage Templates" title="Direct link to Step 4: Bulk Send from Manage Templates" translate="no"></a></h3>
|
||
<p>For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template.</p>
|
||
<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/a8737a76-0c92-4288-894d-65640a7757fe">
|
||
<p>How to Send the Document:</p>
|
||
<ul>
|
||
<li class="">
|
||
<p>Click the Bulk Send button next to the template in the list.</p>
|
||
</li>
|
||
<li class="">
|
||
<p>A popup will open where you can assign signers to each role by entering their email addresses and fill in any Prefill widgets available in the template.</p>
|
||
</li>
|
||
<li class="">
|
||
<p>If you need to create multiple documents, click the Add New button.</p>
|
||
</li>
|
||
</ul>
|
||
<p>After adding the signers, click the Send button. This will generate the document and send an email to the signers with a signature request.</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="step-5-signers-signing-process">Step 5: Signers Signing Process<a href="#step-5-signers-signing-process" class="hash-link" aria-label="Direct link to Step 5: Signers Signing Process" title="Direct link to Step 5: Signers Signing Process" translate="no"></a></h3>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="otp-verification-disabled">OTP Verification Disabled<a href="#otp-verification-disabled" class="hash-link" aria-label="Direct link to OTP Verification Disabled" title="Direct link to OTP Verification Disabled" translate="no"></a></h3>
|
||
<p>If <strong>OTP Verification = No</strong>, the signer can directly open and sign the document without email verification.</p>
|
||
<ul>
|
||
<li class="">The signer clicks the <strong>Sign Here</strong> link in the email</li>
|
||
<li class="">The document opens immediately for signing</li>
|
||
</ul>
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="otp-verification-enabled">OTP Verification Enabled<a href="#otp-verification-enabled" class="hash-link" aria-label="Direct link to OTP Verification Enabled" title="Direct link to OTP Verification Enabled" translate="no"></a></h3>
|
||
<p>If <strong>OTP Verification = Yes</strong>, email verification is required before signing.</p>
|
||
<ul>
|
||
<li class="">The signer clicks <strong>Sign Here</strong> in the email</li>
|
||
<li class="">The email verification screen appears</li>
|
||
<li class="">Click <strong>Get Verification Code</strong> to receive an OTP</li>
|
||
<li class="">Enter the OTP and click <strong>Verify</strong></li>
|
||
<li class="">After successful verification, the document opens and the signer can proceed to sign</li>
|
||
</ul>
|
||
<div><img width="800" alt="OpenSign send OTP" src="https://github.com/user-attachments/assets/b82c796a-98e3-4296-bde1-fe86b1b993ad"></div>
|
||
<div><img width="800" alt="OpenSign verify otp" src="https://github.com/user-attachments/assets/63cf4b75-9d47-4630-a83c-e916a5c13b3c"></div>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="step-6-finalizing-the-process">Step 6: Finalizing the Process<a href="#step-6-finalizing-the-process" class="hash-link" aria-label="Direct link to Step 6: Finalizing the Process" title="Direct link to Step 6: Finalizing the Process" translate="no"></a></h3>
|
||
<p>To sign the document, the signer clicks the <strong>Signature widget</strong>, which provides options to <strong>draw</strong>, <strong>upload</strong>, or <strong>type</strong> their signature.
|
||
If any signer fields were prefilled by the document owner, the signer can review and edit those values if needed. After completing all required fields, the signer should click <strong>Finish</strong>.</p>
|
||
<ul>
|
||
<li class="">If the signer is the <strong>final signer</strong>, they will have the option to <strong>download or print</strong> the signed document along with the <strong>Completion Certificate</strong>.</li>
|
||
<li class="">If there are <strong>multiple signers</strong>, the document will automatically move to the next signer. Once all signers have completed the process, each signer will be able to <strong>download and print</strong> the final signed document and Completion Certificate.</li>
|
||
</ul>
|
||
<img width="800" alt="OpenSignFinalStep" src="https://github.com/user-attachments/assets/427c9e9e-4300-40e6-8ded-23afeb844e39">
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="additional-information">Additional Information<a href="#additional-information" class="hash-link" aria-label="Direct link to Additional Information" title="Direct link to Additional Information" translate="no"></a></h2>
|
||
<ul>
|
||
<li class="">All fields marked with an asterisk (*) must be completed before submitting the document.</li>
|
||
<li class="">Ensure the uploaded document format is supported by OpenSign.</li>
|
||
<li class="">Signed documents can be found in the <strong>Root folder</strong> or the folder you selected.</li>
|
||
<li class=""><strong>Bulk Send is available only in paid plans.</strong></li>
|
||
</ul>
|
||
<p>If you require more help, feel free to reach out to our customer support on <a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer" class="">support@opensignlabs.com</a>.</p>
|
||
<p>Happy signing with OpenSign™!write</p></div></div></div><div class="row"><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col noPrint_WFHX"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Templates/quick-send.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></div></div></article><div class="row"><div class="col col--12"><nav class="docusaurus-mt-lg pagination-nav" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/help/Templates/use-template"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Use template to create documents</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/help/Templates/publicTemplate"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Setting up an OpenSign template for public signing</div></a></nav></div></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#overview" class="table-of-contents__link toc-highlight">Overview</a><ul><li><a href="#step-1-begin-new-template-creation" class="table-of-contents__link toc-highlight">Step 1: Begin New Template Creation</a></li><li><a href="#uploading-your-document" class="table-of-contents__link toc-highlight">Uploading Your Document</a></li><li><a href="#entering-template-details" class="table-of-contents__link toc-highlight">Entering Template Details</a></li><li><a href="#proceed-to-template-editor" class="table-of-contents__link toc-highlight">Proceed to Template Editor</a></li></ul></li><li><a href="#step-2-add-roles-and-widgets" class="table-of-contents__link toc-highlight">Step 2: Add Roles and Widgets</a><ul><li><a href="#add-prefill-widgets" class="table-of-contents__link toc-highlight">Add Prefill Widgets</a></li><li><a href="#add-other-widgets" class="table-of-contents__link toc-highlight">Add Other Widgets</a></li></ul></li><li><a href="#step-3-save-template" class="table-of-contents__link toc-highlight">Step 3: Save Template</a></li><li><a href="#prefill-widgets-in-bulk-send" class="table-of-contents__link toc-highlight">Prefill Widgets in Bulk Send</a></li><li><a href="#import-data-using-csv" class="table-of-contents__link toc-highlight">Import Data Using CSV</a><ul><li><a href="#steps-to-import-csv" class="table-of-contents__link toc-highlight">Steps to Import CSV</a></li></ul></li><li><a href="#date-format-rules-csv-only" class="table-of-contents__link toc-highlight">Date Format Rules (CSV Only)</a></li><li><a href="#checkbox-widget--multiple-selection-csv" class="table-of-contents__link toc-highlight">Checkbox Widget – Multiple Selection (CSV)</a></li><li><a href="#example-option-1option-2" class="table-of-contents__link toc-highlight"><strong>Example:</strong> Option-1|Option-2</a></li><li><a href="#unsupported-prefill-imports" class="table-of-contents__link toc-highlight">Unsupported Prefill Imports</a></li><li><a href="#signer-widgets-in-bulk-send" class="table-of-contents__link toc-highlight">Signer Widgets in Bulk Send</a><ul><li><a href="#notes" class="table-of-contents__link toc-highlight">Notes</a></li></ul></li><li><a href="#csv-rules-for-signer-widgets" class="table-of-contents__link toc-highlight">CSV Rules for Signer Widgets</a><ul><li><a href="#date-format-same-rule" class="table-of-contents__link toc-highlight">Date Format (Same Rule)</a></li><li><a href="#checkbox-multiple-selection" class="table-of-contents__link toc-highlight">Checkbox Multiple Selection</a></li></ul></li><li><a href="#bulk-send-limits" class="table-of-contents__link toc-highlight">Bulk Send Limits</a></li><li><a href="#sending-documents-via-bulk-send" class="table-of-contents__link toc-highlight">Sending Documents via Bulk Send</a><ul><li><a href="#step-4-bulk-send-from-manage-templates" class="table-of-contents__link toc-highlight">Step 4: Bulk Send from Manage Templates</a></li><li><a href="#step-5-signers-signing-process" class="table-of-contents__link toc-highlight">Step 5: Signers Signing Process</a></li><li><a href="#otp-verification-disabled" class="table-of-contents__link toc-highlight">OTP Verification Disabled</a></li><li><a href="#otp-verification-enabled" class="table-of-contents__link toc-highlight">OTP Verification Enabled</a></li><li><a href="#step-6-finalizing-the-process" class="table-of-contents__link toc-highlight">Step 6: Finalizing the Process</a></li></ul></li><li><a href="#additional-information" class="table-of-contents__link toc-highlight">Additional Information</a></li></ul></div></div></div></div></main></div></div></div><footer class="theme-layout-footer footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/help/intro">Help</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/API-docs/v1.1">APIs</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/contribute/intro">Contribute</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/self-host/intro">Self-host</a></li></ul></div><div class="theme-layout-footer-column col 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|
||
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|
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