Send to many

When to use it

Offer letters, renewals of the same agreement, or any contract that goes to many people with only a few details changing.

Steps

1. Choose Send to many and pick the template.
2. Add an Excel file or paste a list. Each column is matched to a field of the template: the name, the email, the salary, the start date.
3. Check the rows; a row with a problem says what is wrong.
4. Send. The whole batch asks for one approval, and each person gets their own contract once it is approved.

Its progress

The batch has its own page: how many have signed, who is waiting, and who has not opened theirs. From there, remind everyone waiting, fix an address that bounced, stop the batch, or download every signed contract in one file.