Question 1

What is bulk send?

Accepted Answer

Bulk send sends one document to many people from a spreadsheet. Each row becomes its own separate copy, filled in with that person's details and emailed to them to sign.

Question 2

Which plans include bulk send?

Accepted Answer

Pro and Teams. Free workspaces see Bulk send in the navigation, which opens an upgrade page, and can still send documents one at a time without limits.

Question 3

How many people can I send to at once?

Accepted Answer

Up to 500 signature requests per batch, counted as the total signer invitations across every document. With one signer per document that is 500 documents, with two signers it is 250, and with 25 signers it is 20.

Question 4

How is bulk send different from multiple signers?

Accepted Answer

Multiple signers puts everyone on one shared document, which ends as one signed PDF. Bulk send creates a separate document for each row, so each person signs their own copy and nobody sees anyone else's.

Question 5

What does my spreadsheet or CSV need to contain?

Accepted Answer

One row per person, with each signer's email. Names are optional, and anything else that changes per person, like a price or a start date, gets its own column. When you start a bulk send, Inkly offers a ready-made CSV with the right columns for your document, so you never have to work out the headers yourself.

Question 6

Can I use Excel or Google Sheets?

Accepted Answer

Yes, to build your list. Bulk send uploads CSV files, so once your list is ready, save or download it as a CSV from Excel or Google Sheets and upload that file. The CSV can be up to 1 MB.

Question 7

What if some rows have a mistake?

Accepted Answer

Inkly checks the file before anything is sent. A row with a problem is excluded and shown with its reason, and you can download the excluded rows, fix them, and re-import. Nothing goes out until you review the preview and confirm.

Question 8

Can I preview a document before sending the batch?

Accepted Answer

Yes. The preview step lists every row with its signers, values, and status, and you can open any ready row to see that person's document with their details filled in.

Question 9

How do I track a batch?

Accepted Answer

The Bulk send page lists every batch with how many people have signed, and you can open a batch to see each person and their status. You also get a daily email with the batch's progress, and one when everyone has finished.

Question 10

Can I remind people who have not signed?

Accepted Answer

Yes. Automatic reminders are on by default for bulk sends, so anyone who has not signed is reminded on day 3, day 6, and day 10. You can also remind everyone who has not signed yourself, at any time, from the Bulk send page.

Question 11

What if someone declines or I need to stop?

Accepted Answer

A signer can decline with a reason, and a declined document counts as finished for the batch. You can stop a batch that is still sending, and void the documents that have not been signed.

Question 12

Do my signers need an Inkly account?

Accepted Answer

No. Each person signs through a private link in their email, the same as any Inkly document.

Question 13

Can I send from a Google Drive PDF or a template I already have?

Accepted Answer

Bulk send works from any reusable template in your workspace. To build one from a PDF in Google Drive, import it, set up the fields and signer roles, and save it as a template.

Bulk send one document to hundreds of people, each with their own copy.

How bulk send works.

Set up your document once

Upload your list

Send to everyone at once

Your spreadsheet automatically fills in every document.

Track every batch without opening every document.

Separate copies, or one shared document?

A separate copy for each person

One document, signed by everyone

Questions about bulk send.

Send your first batch
to everyone at once.