Sending Documents in Bulk
Sending your Documents in bulk can save you time and maintain consistency while also ensuring accuracy. In this 10-minute course, you'll learn about the process of sending individual and personalized copies of one Document to multiple recipients using the Bulk Send feature. (Learn more...)
Sending Documents in Bulk
Sending your Documents in bulk can save you time and maintain consistency while also ensuring accuracy. In this 10-minute course, you'll learn about the process of sending individual and personalized copies of one Document to multiple recipients using the Bulk Send feature. This course consists of multiple lessons and includes scenarios and videos to allow you as the learner to become familiar with the process of sending Documents in bulk.
This course is designed for:
Users who have the need to send the same Document to multiple recipients
By the end of this course, you will be able to:
- Enable the Bulk Send feature in your account
- Prepare your Template for the Bulk Send process
- Upload your recipients' data
- Send one Document to multiple recipients
Availability:
This feature is an add-on for Business and Enterprise plans