Release Date: March 12, 2025
Sending the same document to multiple recipients doesn’t have to be tedious. Fill’s 5.3.2 saves you time and effort, offering a seamless experience with Bulk Document Sending. Check out this great feature and other new updates in this post.
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How Bulk Document Sending Works?
Managing multiple signature requests can be time-consuming, but with our new Bulk Signing feature, you can send documents to multiple recipients in just a few clicks. Whether you’re handling contracts, agreements, or consent forms, this streamlined process eliminates the hassle of sending documents individually.
To send documents in bulk, follow these steps:
- Click Start Now.
- Select Bulk Send.
- Select a Template for bulk send.
- Download the prepared CSV file, which contains the various required fields in the document.
- Complete the CSV file by entering the details for each recipient under the right columns. Once done, upload it.
- Review the field entries and click Continue to confirm.
- Complete the rest of the details and settings, such as your message to the recipients, due dates, email notifications, and auto reminders.
- Click Send to complete the process. You’ll get a message that your bulk send is queued. Once everything is successfully sent, you’ll receive an email notification. You can also view all the documents you sent in bulk in your Documents folder.
Why Fill is the Best Solution for Sending Documents In Bulk
Efficiency, security, and ease of use are key when sending documents in bulk, and Fill delivers on all three.
- Efficiency and automation: No need to manually send documents one by one. Simply upload your file, add your recipient list, and let Fill handle the rest.
- Flexible signing options: Choose between parallel signing (all recipients sign at once) or sequential signing (signing follows a specific order) for better workflow control.
- Real-time tracking: Monitor document status at a glance using Fill’s intuitive dashboard.
- Automated reminders: Ensure recipients don’t miss deadlines with automatic follow-ups.
- Detailed audit trail: Track every action for full compliance and transparency.
- Personalized documents: Each recipient receives a customized document, reducing errors and confusion.
- Bank-level security: Protect sensitive information with top-tier encryption.
Auto-Fill Linked Fields With A Single Data Entry
Aside from sending documents in bulk, Fill’s latest update also introduces link fields. This saves time by entering data once and watching all linked fields auto-populate. This is useful for contracts, applications, and forms where recipients must enter the same information in multiple places (e.g., name, email, address).
To create linked fields, click the field and select either the Link Icon or Copy and Link Field in its properties. This will duplicate the specific field. Then, you can drag it to other portions of your document where the same data is needed. You’ll know fields are linked because it has the link icon.
Smarter Radio Button Rules
You can now show or hide fields based on radio button selections. This is ideal for interactive forms, surveys, or applications where follow-up questions depend on previous answers. It also creates a smoother and more personalized experience for recipients.
To enable this, just click the radio buttons and then choose Rules.
Two-Factor Authentication (2FA) For Manual Logins
Experience better security with 2FA for manual logins. This is perfect for businesses handling sensitive documents, like legal agreements or financial paperwork. With 2FA, you can add an extra layer of protection by preventing unauthorized access and enhancing account security.
Note: This feature is not available for SSO/OAuth logins.
Streamline Bulk Document Sending with Fill 5.3.2
With these powerful new features, Fill makes sending, signing, and managing documents faster and easier than ever. Bulk Document Sending ensures you can streamline your workflow while linked fields, smarter radio button rules, and enhanced security features provide a seamless and efficient experience.
Try Fill today and discover a smarter, more automated way to handle bulk document signing and digital workflows.
