---
title: "Bulk Signature Sending"
description: "Send personalized documents for e-signature to hundreds of recipients at once. Upload a spreadsheet, map columns, and submit batches from the TurboDocx UI."
url: "https://docs.turbodocx.com/docs/TurboSign/Bulk-Signature-Sending"
---

# Bulk Signature Sending

> Send personalized documents for e-signature to hundreds of recipients at once. Upload a spreadsheet, map columns, and submit batches from the TurboDocx UI.

Need to send the same document to dozens — or hundreds — of recipients, each with their own personalized details and signature fields? The **Bulk Send** wizard lets you do exactly that, right from the TurboDocx UI. Upload a spreadsheet, map your columns, preview the results, and submit the entire batch in minutes.

## What You'll Learn

- 📊 **Upload a spreadsheet** (CSV or XLSX) with recipient data
- 🔗 **Map columns** to template variables automatically or manually
- ✏️ **Configure signature fields** with types, defaults, and recipient assignments
- 👁️ **Preview merged documents** before sending
- 📤 **Submit batches** and monitor progress
- 📈 **Track batch status** from the Batches dashboard

:::info Pro Plan Required
Bulk Signature Sending is available exclusively on the **Pro plan**. If you're on a free or starter plan, clicking the Bulk Send button will prompt you to upgrade. [Learn more about Pro plan features](https://www.turbodocx.com/pricing).
:::

## Before You Begin

To use Bulk Signature Sending, you'll need:

- **Pro plan** — the feature is gated to Pro subscribers
- **A TurboDocx template** — with variables (placeholders) that correspond to columns in your spreadsheet
- **A spreadsheet** — CSV (`.csv`) or Excel (`.xlsx`) file with one row per recipient/document
- **Sufficient signature credits** — each recipient in each document consumes 1 credit

:::tip Prepare Your Spreadsheet
Make sure your spreadsheet has clear column headers that match (or are close to) your template's placeholder names. The wizard will try to auto-match them, but clean headers make the process much faster.
:::

---

## Step 1: Open the Bulk Send Wizard

Navigate to the **Edit Template & Preferences** page for the template you want to send in bulk. You'll see a **"Bulk Send"** button alongside the other template actions.

**Click "Bulk Send"** to open the wizard.

![Bulk Send button on Edit Template & Preferences page](https://docs.turbodocx.com/img/turbosign/bulk/bulk-send-button.jpeg)

:::note Non-Pro Users
If your organization doesn't have the Pro plan, the Bulk Send button displays an upgrade badge. Clicking it opens the upgrade dialog instead of the wizard.
:::

---

## Step 2: Upload Your Spreadsheet

The first step of the wizard is uploading your recipient data.

### How to Upload

- **Drag and drop** your file onto the upload area, or
- **Click to browse** and select a file from your computer

### Supported Formats

| Format | Extension | Notes |
|--------|-----------|-------|
| CSV | `.csv` | Comma-separated values |
| Excel | `.xlsx` | Multi-sheet support — select which sheet to use |

### What You'll See

After uploading, the wizard displays:
- **File name** and format confirmation
- **Sheet selector** (for Excel files with multiple sheets)
- **Preview table** showing the first 5 rows of your data with column headers

![Drag and drop or browse to upload your spreadsheet](https://docs.turbodocx.com/img/turbosign/bulk/spreadsheet-upload.jpeg)

Review the preview table to confirm your data looks correct, then click **Next**.

![Spreadsheet preview showing column headers and first rows](https://docs.turbodocx.com/img/turbosign/bulk/spreadsheet-preview.jpeg)

:::tip File Tips
- **Headers matter** — the first row of your spreadsheet should contain column headers, not data
- **Keep it clean** — remove empty rows or columns before uploading
- **Check encoding** — for CSV files, use UTF-8 encoding to avoid character issues
:::

---

## Step 3: Map Columns & Configure Recipients

This is the most important step. Here you'll connect your spreadsheet data to your template's placeholders, set up signature fields, and define who receives each document.

### 3a. Map Template Variables

Each template variable (placeholder) needs to be resolved — either by mapping it to a spreadsheet column or by designating it as a signature field.

![Template variable mapping with auto-match](https://docs.turbodocx.com/img/turbosign/bulk/column-mapping.jpeg)

**Auto-Matching:** The wizard automatically attempts to match your column headers to template placeholders using fuzzy matching. For example, a column named `client_email` would auto-match to a `{clientEmail}` placeholder. Auto-matched mappings display an **"Auto-matched"** chip.

**Manual Override:** You can always override an auto-match by selecting a different column from the dropdown.

**Signature Field Option:** Instead of mapping a variable to a column, you can click the **"Sign"** button next to a variable to designate it as a **signature field** — meaning it becomes a field that the recipient fills in or signs during the signing process.

![Click the Sign button to designate a variable as a signature field](https://docs.turbodocx.com/img/turbosign/bulk/signature-field-toggle.jpeg)

### 3b. Configure Signature Fields

For any variable designated as a signature field, you'll configure:

**Field Type** — choose from the following:

| Field Type | Description |
|------------|-------------|
| **Signature** | Full signature capture |
| **Initial** | Initials field |
| **Date** | Date picker |
| **Name** | Full name text field |
| **First Name** | First name only |
| **Last Name** | Last name only |
| **Email** | Email address field |
| **Title** | Job title field |
| **Company** | Company name field |
| **Text Input** | Free-form text entry |
| **Checkbox** | Checkbox confirmation |

**Recipient Assignment** — assign the field to a specific recipient (signer).

**Optional Settings:**
- **Default Value** — pre-fill the field with a value the signer can review or edit
- **Read Only** — lock the field so the signer can see it but not change it (requires a default value)
- **Multiline** — for text fields, allow multi-line input

### 3c. Add Recipients

Define who signs each document by mapping spreadsheet columns to recipient slots.

**For each recipient, configure:**
- **Email Column** — which spreadsheet column contains their email address
- **Name Column** — which spreadsheet column contains their name

**Additional options:**
- **Multiple Recipients** — click **"Add Recipient"** to add up to **10 signers** per document. Each recipient is color-coded for easy visual identification
- **CC Email Column** — optionally select a column containing CC email addresses (supports comma or semicolon-separated lists for multiple CCs per row)

![Recipient configuration with CC email mapping](https://docs.turbodocx.com/img/turbosign/bulk/recipient-config.jpeg)

### 3d. Document Naming (Optional)

Build dynamic document names for each generated document using the name builder toolbar:

- **Insert Column** — pull in a value from your spreadsheet (e.g., a "DocumentTitle" column)
- **Insert Date** — append the current date
- **Add Separator** — insert a separator character (hyphen, underscore, slash, etc.)
- **Static text** — type fixed text directly

Drag segments to reorder them. The wizard shows a live preview of the resulting document name using data from your first row.

![Document name builder with Insert Column, Insert Date, and Add Separator controls](https://docs.turbodocx.com/img/turbosign/bulk/document-naming.jpeg)

### 3e. Validation

The wizard validates your configuration before allowing you to proceed. If there are issues, you'll see red alert banners explaining what needs to be fixed.

**Common validation requirements:**

| Requirement | What It Means |
|-------------|---------------|
| At least one signature field | You need at least one variable designated as a signature field |
| All variables resolved | Every template variable must either map to a column, be a signature field, or explicitly set to empty |
| Recipient email & name mapped | Each recipient slot needs both an email and name column |
| Valid email addresses | All emails in mapped email columns must be valid |
| Each recipient has a signature field | Every recipient needs at least one field assigned to them |
| Editable fields per recipient | Each recipient must have at least one field that isn't read-only |
| Read-only fields need defaults | Any read-only field must have a default value set |

:::tip Fixing Validation Errors
Read each alert carefully — they tell you exactly which recipient or field has the issue. Most problems are resolved by assigning a missing column mapping or adding a signature field to a recipient.
:::

---

## Step 4: Preview

Before submitting, you can preview exactly what each merged document will look like.

### What You'll See

- **PDF Preview** — a rendered preview of the document with your spreadsheet data merged in
- **Variable Table** — a side-by-side table showing which values were inserted for the current row
- **Row Navigator** — **Previous** and **Next** buttons to cycle through rows and check different recipients' documents

Use this step to verify that:
- Variables are merging correctly
- The right data appears in the right places
- The document looks as expected

![Document preview showing merged variable values](https://docs.turbodocx.com/img/turbosign/bulk/preview.jpeg)

:::tip Preview Tips
- **Check multiple rows** — don't just preview the first row. Navigate through several rows to spot formatting issues or empty fields
- **Watch for long text** — verify that longer values don't overflow or break the document layout
:::

---

## Step 5: Review & Submit

The final step before sending your batch.

### What to Review

- **Batch Name** — give your batch a descriptive name for easy tracking (defaults to the template name)
- **Recipient Summary** — review the first several rows showing recipient names and emails
- **Document Count** — confirms how many documents will be generated and sent

### Submitting

Click **"Submit"** to initiate batch processing. The wizard shows a loading state while submitting.

**On success:** the dialog closes and your batch begins processing in the background. You can monitor progress from the Batches dashboard.

![Submit Batch button on the review screen](https://docs.turbodocx.com/img/turbosign/bulk/submit-batch.jpeg)

---

## Monitoring Your Batch

After submitting, navigate to the **Batches** dashboard to track your batch.

### How to Get There

Go to **E-Signatures** in the sidebar, then click the **"Bulk Batches"** tab to navigate to the batch management page.

![Navigate to E-Signatures and click Bulk Batches](https://docs.turbodocx.com/img/turbosign/bulk/bulk-batches-nav.jpeg)

### Batch Dashboard

The dashboard shows all your batches with:

| Column | Description |
|--------|-------------|
| **Batch Name** | The name you assigned during submission |
| **Status** | Current batch status (see below) |
| **Jobs** | Total / Succeeded / Failed / Pending counts |
| **Created** | When the batch was submitted |
| **Updated** | When the batch was last updated |

### Batch Statuses

| Status | Icon | Description |
|--------|------|-------------|
| **Pending** | ⏳ | Batch is queued and waiting to start processing |
| **Processing** | ⏳ | Documents are being generated and sent |
| **Completed** | ✅ | All jobs finished (some may have failed) |
| **Failed** | ❌ | Batch encountered a critical error |
| **Cancelled** | ❌ | Batch was cancelled by user |

### Filtering & Search

- **Search** by batch name
- **Filter** by status group and time period
- **Sort** by any column
- **Paginate** through large result sets

![Batches dashboard showing batch status and job counts](https://docs.turbodocx.com/img/turbosign/bulk/batches-dashboard.jpeg)

---

## Tips & Best Practices

### Spreadsheet Preparation

- **Use clear column headers** that closely match your template placeholder names — this maximizes auto-matching accuracy
- **Validate email addresses** before uploading — invalid emails cause individual job failures
- **Remove empty rows** at the bottom of your spreadsheet
- **Keep one row per document** — each row generates one document with one set of recipients

### Start Small

- **Test with 5-10 rows first** to verify your configuration before scaling up
- **Preview multiple rows** to catch edge cases
- **Check the Batches dashboard** after your test batch to confirm all jobs succeeded

### Signature Fields

- **Each recipient needs at least one editable signature field** — the system enforces this to ensure every signer has something to complete
- **Use read-only fields** for information the signer should see but not change (like a pre-filled address)
- **Set sensible defaults** for text fields when you already know the value

### Credit Management

- **1 credit per document** — a batch of 100 documents uses 100 credits, regardless of how many recipients each document has
- **Credits are reserved** when you submit and **refunded** for any failed or cancelled jobs
- **Check your credit balance** before submitting large batches

---

## Troubleshooting

### "The Next Button Is Disabled on Step 3"

**Cause:** One or more validation requirements aren't met.

**Solution:** Scroll through the step and look for red alert banners. They describe exactly what's missing — usually an unmapped variable, a recipient without a signature field, or an invalid email address.

### Preview PDF Isn't Loading

**Cause:** The preview generation may be taking time for complex templates.

**Solution:** Wait a few moments. If it persists, try navigating to a different row and back. Ensure your template doesn't have errors that would prevent document generation.

### Batch Stuck in "Processing"

**Cause:** Large batches take time to process. Each document goes through generation, PDF conversion, and signature request creation.

**Solution:** Wait for processing to complete — most batches finish within 30 minutes. Check individual job statuses in the Batches dashboard. If stuck for over an hour, contact support.

### Some Jobs Failed in My Batch

**Cause:** Individual jobs can fail due to invalid email addresses, template errors for specific data, or transient issues.

**Solution:** Check the failed job's error message in the Batches dashboard. Fix the data issue and submit a new batch with just the corrected rows.

---

## What's Next?

Now that you know how to send bulk signatures from the UI, explore these related features:

- **[How to Get a Document Signed](https://docs.turbodocx.com/docs/TurboSign/Setting-up-TurboSign.md)** — the single-document signing flow for one-off requests
- **[TurboSign Bulk API Integration](https://docs.turbodocx.com/docs/TurboSign/API-Bulk-Signatures.md)** — send bulk signatures programmatically via API
- **[Webhooks](https://docs.turbodocx.com/docs/TurboSign/Webhooks.md)** — get real-time notifications when documents are signed
- **[Managing Your Signatures](https://docs.turbodocx.com/docs/TurboSign/Managing-Your-Signatures.md)** — track, resend, void, and download signed documents