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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:

  1. Navigate to the bulk send dashboard:
    • Log in to your account and click on Bulk Send in the menu.

  2. View request details
    • Locate the bulk send request you want to track.

    • View recipient statuses, such as waiting on others, completed, or incomplete.

  1. 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.