Tracking and managing bulk send requests
Steps to monitor and handle bulk requests After sending a bulk signature request, you can track its progress and manage responses:
- Navigate to the bulk send dashboard:
- Log in to your account and click on Bulk Send in the menu.
- Log in to your account and click on Bulk Send in the menu.
- View request details
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- Locate the bulk send request you want to track.
- View recipient statuses, such as waiting on others, completed, or incomplete.
- Locate the bulk send request you want to track.
- Send reminders:
- Select specific recipients who haven’t signed and send them a reminder notification.
Note: Bulk send ensures a streamlined way to manage large-scale signing processes while maintaining full visibility and control.