Now that you have created the “Buld Send” template, we will show you how to send it. Select the template and click Start Template.
Click the ‘Register as Excel’ button to download the Excel file. If you do not close eSignon until you have finished preparing the Excel file, it will be a little more convenient.
Please read the notes written in the Excel file before filling out. Please fill in all required/optional sections such as receiving method, name, and authentication status. You can send up to 500 people at once.
Please save the Excel file and upload the file. Bulk sending doesn't provide a preview, and the file is sent immediately when you click the Next button.