Create Bulk Send Instances

The bulk send feature allows users to create instances that are linked to a CSV file containing signer information, and is tied to a template that is used to send out the bulk envelope.

Note:  Bulk send is only available through the Simple Setup feature and is not available for Classic. If the Bulk send feature is not available, ensure that the correct permissions have been set and that bulk send is enabled.

  1. Once enabled, the bulk send feature appears on the home screen. From the home screen, click Bulk Send.

  2. Click Create New Instance.

    The new instance is added to the bulk send instance screen, and a setup pane appears on the right side of the screen.

  3. Select one of the available templates in the Template drop-down menu.

    Note:  Partial templates and addendums are not available for use with bulk send.

  4. In the Instance Name field, type a name for the instance and click Next.

  5. In the Upload data file section, click Select file to select the CSV file to use for this instance.

  6. If the uploaded CSV file contains labeled headers, leave the My data has labeled column headers check box selected. If the CSV file does not contain labeled headers, deselect the check box.

  7. After the file is uploaded, click Next.

  8. In the Map data section, map each field to the corresponding label in the CSV file. For example, Signer Name 1 should map to a label called Signer Name.

  9. If more fields need to be added, click Add/Remove. This adds another field that can be mapped to another label from the uploaded CSV file.

  10. After the fields have been mapped, click Apply.

  11. In the Send section, either select a date and time to send the bulk envelope, or select the Now radio button to send the bulk envelope immediately.

  12. Click Finish.

In order to upload signers and their email addresses to the bulk send instance, a CSV file containing this information needs to be created. In most instances this CSV file is created based on your company standards, or even how your company uses Nintex eSign. There are some things that should be noted when creating a CSV file and uploading it to the Bulk Send instance.

In most cases the CSV file should contain labeled headers including the following headers:

  • Signer Name

  • Signer Email

  • Row #

These columns can then be easily mapped to data that connects with fields located in Nintex eSign. For example, the Signer Email field might connect to a field set up called Email or Email Address.

After the first instance is created, the bulk send instance screen displays all of the bulk send instances that the user has permission to see or has created. There are seven points of data that display on this screen:

  • Instance name - The name assigned to the instance.

  • Source file - The name of the CSV file that contains the signer information.

  • Status - The current status of the instance.

  • Start date - The start date selected for the bulk send.

  • End date - Date when the bulk send was completed and finished sending the envelope.

  • Ellipsis menu - If a bulk send has a status set to Draft or Scheduled, the bulk envelope can be canceled from the ellipsis menu.