How to Send the Same Document to Multiple People Individually (Bulk Document Sending Guide)
Instead of sending one shared document to multiple people, this feature automates the creation and delivery of individual, personalized copies
Managing document signatures at scale can be a major administrative challenge. Whether you're hiring dozens of new employees, coordinating a large event, or distributing standardized contracts, you likely need a way to send the same document to many people, ensuring each person signs their own copy—securely and efficiently.
That’s where Bulk Documents in SELISE Signature comes in. Instead of sending one shared document to multiple people, this feature automates the creation and delivery of individual, personalized copies, so each recipient signs privately and independently – perfect for course organizers distributing participation forms, or business owners sending NDAs to dozens of partners.
In SELISE Signature, this exact problem is solved using the Bulk Document feature. Instead of sharing one document with multiple signers (as you would in a contract between two or more parties), Bulk Documents allows you to send individual copies of a document to many people at once. Each recipient receives their own copy, signs it, and returns it — fully separate from others.
Common Use Cases:
- Sending employment contracts to new hires
- Collecting event waivers from attendees
- Distributing NDAs to multiple vendors or freelancers
- Getting compliance acknowledgments from all staff
- Asking students or participants to sign the same consent form
Bulk Document vs. Single Document
| Feature | Single Document | Bulk Document |
|---|---|---|
| Recipients | All sign one shared copy | Each signs their own personal copy |
| Visibility | All see each other | Each sees only their individual version |
| Use Case | Contract co-signed by all parties | Form signed individually by many people |
| Document Instance | One document | Many documents created from one template |
Step-by-Step Guide
Step 1: Create a Workflow Template
Navigate to Templates from the left menu.
- Click Create Workflow. (top right corner)
- Upload your base document (PDF or Word).
- Name the workflow (e.g., "Employee NDA Bulk Document").
- Add tags if desired.
- Allow template access via the selection dropdown
- Choose Document Type
- Choose the Signature Type (Simple, Advanced, etc.).
- Click Add Recipient and select Dynamic Signatory (e.g., placeholder name like "Employee").
Tip:
You can add a static signer too (e.g., your company’s counter-signatory who signs all individual documents as a company representative).
Step 2: Add Signature Fields
- Click Prepare Document.
- Drag and drop the signature field onto the document.
- Add additional fields like Name, Date, or Initials if needed.
- Click Save Workflow.
Step 3: Use the Workflow
- Go to Templates.
- Find your workflow and click Use.
- Rename the document (e.g., "April 2025 NDA Dispatch").
- Click Add Recipients.
Step 4: Add Recipients for the Bulk Document
- For each person:
- Click Add Additional Document
- Enter their name or email
Step 5: Prepare and Send
- Click Prepare Document.
- Review the preset fields and update them if necessary.
- Click Send Document.
SELISE Signature will now create one personalized document for each recipient.
Use Case Ideas
Try using bulk sending with:
- New hire welcome kits
- Client onboarding packs
- Parental consent forms
- Policy acknowledgment requests
- Freelance contractor NDAs
Frequently Asked Questions
Can recipients see each other?
No. Each recipient gets their own private copy.
Can I track who signed?
Yes. You can view the signature status from your dashboard.
Can I resend the document to someone who missed it?
Yes. Click Resend Invitation for any recipient.
Do I need to recreate the workflow every time?
No. You can reuse saved workflows with new recipients.