# Bulk send a template to many people

> Send the same template to a list of people from a CSV file, one document each, and follow every one to the signature.

Tally Sign Support › [Getting started](https://www.tallysign.com/support/getting-started)

Bulk send turns a list into documents: one row per person, and each person gets their own copy of the template to sign, filled in from their row. Use it for an NDA to every contractor, or a policy that everyone has to acknowledge.

## Add your list

1. Open **Templates**, choose **…** on the template, then **Bulk send**. (In the template editor, it's in the **…** menu at the top.)
2. Choose **CSV template** to download a file with the right columns: **Name**, **Email**, and every fill-in the template needs, such as the company or an effective date.
3. Fill in one row per person and save the file as CSV. From Excel or Google Sheets, use **Save as** or **Download** → **CSV**.
4. Drop the file on the page, or choose **Choose a file**. You can also choose **Paste rows** and paste straight from a spreadsheet, with the column names in the first row.

![A template card with its menu open, showing Bulk send and Delete](https://www.tallysign.com/university/getting-started/bulk-send-menu.png)

*Bulk send is in the template's menu.*

> **Note:** One bulk send can go to up to 500 people. For a longer list, split it into several files.

## Match the columns

Tally Sign matches your columns to the document by their names, so a column called **Email** or **E-mail address** fills the email, and **First name** and **Last name** together make the name. Check each line and pick another column if a match is wrong. **First row** shows what the first person gets.

- **Required** fields need a column (or one value for everyone). Anything still missing is highlighted.
- A fill-in that's the same for every person, like a start date, can use **Same for everyone…** instead of a column.
- Fill-ins the template already has a value for say **If empty** with that value. Rows that leave them empty use it.

![Your list with contractors.csv loaded, and the Match the columns table for Name, Email, Company, Title and the NDA fill-ins](https://www.tallysign.com/university/getting-started/bulk-send-match.png)

*Columns matched by name. The first row shows what the first person gets.*

## Check every row

Before anything is sent, every row is checked: a missing name or email, an email address that isn't valid, the same email twice, and missing required fill-ins. Each problem is shown on its row.

![Three rows to fix: an email that isn't valid, a missing company and an email already used in row 3](https://www.tallysign.com/university/getting-started/bulk-send-check.png)

*Show rows to fix lists only the rows with problems.*

- Fix the file and choose it again with **Choose another file**.
- Or choose **Remove 3 rows to fix** (or the **×** on a row) to send to everyone else now. **Put them back** undoes it.

**Send** stays off until every row is ready.

## Send

**Also on every document** lists everyone else on the template. Usually that's your company's signer, filled in with you. Change the name and email to have someone else countersign.

![The Send section: your company's countersigner, email subject, message, link expiry and the Send 22 documents button](https://www.tallysign.com/university/getting-started/bulk-send-send.png)

*Everyone else on the template is the same on every document.*

1. Check **Also on every document**. Any other signer or copy on the template needs a name and email here too.
2. Check the **Email subject** and add a **Message** if you like. It's shown in every signing email.
3. Change **Links expire after** if 60 days is too long or short.
4. Choose **Send 22 documents** (the button shows your count).

> **Why it matters:** The person in each row signs first. Your company countersigns each document only after that person has signed it, so the countersigner gets one email per signed document over time, not hundreds at once.

## Follow the progress

After you choose Send, the bulk send's page opens. Documents go out in the background, about one a second, so 500 take around nine minutes. You can close the page; sending carries on.

![A bulk send part way through: 6 of 22 sent, 16 waiting, with each person's result and signing status](https://www.tallysign.com/university/getting-started/bulk-send-progress.png)

*Each row shows its result, where signing is, and a link to its document.*

- **Result** is **Sent**, **Waiting**, **Failed** (with the reason) or **Canceled**.
- **Signing** follows the document: **Awaiting signature**, **Viewed**, **Signed, waiting on others** or **Completed**.
- **Open** goes to that person's document, where you can remind, copy the signing link or void it like any other document.
- **Results CSV** downloads every row with its result, note and a link to its document.
- **Stop sending** cancels the rows that haven't gone out yet. Documents already sent stay out for signature.
- **Retry failed** tries the failed rows again. A row whose document already went out only has its email sent again, so nobody gets a second document.

If the email service is slow or briefly unavailable, affected rows wait and try again on their own; they show **Waiting** with the reason until then.

Every bulk send stays in **Documents** → **Bulk sends**, with its progress and status. Each document also appears in **Documents** as usual, titled with the template and the person's name.

![The Bulk sends list with several NDA bulk sends done and one Consulting Agreement bulk send canceled](https://www.tallysign.com/university/getting-started/bulk-send-list.png)

*Bulk sends, newest first.*

## Limits and who can bulk send

| Limit | Amount |
| --- | --- |
| People in one bulk send | 500 |
| Bulk-sent documents per company | 2,000 in any 24 hours |
| Sending pace | About one document a second |

Documents are unlimited on every plan. These limits come from the fair-use terms, which don't allow using Tally Sign for bulk mail, and help keep signing emails out of spam folders. If your company needs more, email support@tallysign.com.

Anyone in your company who can send documents can bulk send. Sending stops if your account is paused for billing, or if the person who started the bulk send is removed from the team; the rows that didn't go out show why.

Next guide: [What your customer sees when signing](https://www.tallysign.com/support/getting-started/what-your-customer-sees)

Source: https://www.tallysign.com/support/getting-started/bulk-send