Multi-Send Campaigns
Send personalized documents to hundreds of recipients in one go
Multi-Send Campaigns let you send the same document to many recipients at once, with personalized fields for each person. Start from a saved template, add your recipients, and launch the campaign — then track every signature from a single dashboard.
1. What are Multi-Send Campaigns?
A campaign is a signing flow that sends the same document (usually based on a template) to multiple recipients simultaneously. Each recipient receives their own personalized copy with fields pre-filled from your recipient list. This is ideal for:
- Employee onboarding packs
- NDAs and contractor agreements
- Policy acknowledgments
- Vendor renewals
- Bulk contract signature requests
2. Step-by-Step: Launch a Campaign
Step 1: Choose a Template
Start from an existing template in your library, or create a new one. Templates with smart fields work best — these placeholders (like {{name}}, {{company}}, or {{start_date}}) will be replaced automatically for each recipient when the campaign is sent.
Step 2: Import or Add Recipients
You can add recipients in two ways:
Import via CSV
Upload a CSV file with columns for name, email, and any smart-field values. The system maps columns automatically.
Add manually
Type each recipient's name and email directly.
Step 3: Personalize with Smart Fields
Map your template's smart fields to the recipient data. For example, if your template has {{employee_name}} and your CSV has a 'name' column, the system will fill each document with the correct name before sending. You can preview how any recipient's copy will look.
Step 4: Review and Launch
Before sending, review your campaign settings:
- Verify recipient list and field mappings
- Preview a sample document
All campaigns are signed at the Qualified Electronic Signature (QES) level. Once everything looks correct, click Launch Campaign and each recipient will receive an email with a secure signing link.
Step 5: Track & Manage
After launching, monitor your campaign from the Campaigns dashboard. You'll see real-time progress for each recipient:
Email sent, awaiting the recipient's signature
Document signed successfully
Recipient chose not to sign
You can export a full report of signatures and audit trails at any time.
3. Tips & Best Practices
Use templates with smart fields
This saves hours of manual work and eliminates copy-paste errors when personalizing documents.
Validate your recipient list
Double-check email addresses before launch. Undeliverable emails delay campaign completion.
QES for full legal weight
All multi-send campaigns are signed at the Qualified Electronic Signature level, giving every signed document the highest legal value under eIDAS.
Export audit trails
After completion, download the full audit trail for each document to keep compliant records.
Need Assistance?
If you need help setting up your first campaign, importing recipients, or configuring smart fields, our support team is happy to assist.