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Bulk send

Bulk send — demo (1 min 10)Real demo — Salesforce org + Yousign sandbox · Watch on YouTube

Bulk send produces one individualized envelope per row of a CSV file: a template carries the document and the layout, the CSV carries the recipients. This is the DocuSign model — plus a preview validated before anything is written.

Before you start
  • The TES_BulkSendUser permission set (it is not included in the standard user profile).
  • A template enabled for bulk send and carrying a document.

The three-step journey​

The Bulk send tab of the TrueSign app always follows the same three steps:

1. Compose​

  1. Pick the template. Only templates explicitly enabled for bulk send are offered — and the server re-checks that right at launch.
  2. Download the sample CSV: it is generated from that template, with exactly the columns expected for its roles. It is the starting point to fill in, never a generic model.
  3. Fill in one row per envelope, then drop the file (drag and drop or file picker).

The parser accepts semicolons as well as commas, and handles quotes and line breaks inside cells.

A special column — Salesforce Record Id: it ties each row to a record in your org, which is what lets merge fields and writeback work row by row. If a record is also selected on screen, the CSV value wins.

Limit: 999 rows per batch.

2. Preview​

The preview validates the file before anything is created:

  • missing columns reported by name;
  • per-row errors (invalid email, malformed phone, missing required field);
  • total of valid rows.

Nothing is sent until you confirm. TrueSign also checks that the org's email quota is sufficient (weSign sends from your org) and cleanly refuses a batch that would not fit, rather than leaving silent envelopes behind.

3. Monitor​

Processing is asynchronous, in batches (platform constraint: 5 outbound calls max per transaction):

  • progress bar during processing;
  • status per envelope: the failed row is identified, with the provider's error;
  • targeted resend of failures — you do not relaunch the whole batch;
  • global status: Pending, InProgress, Done, PartialFail, Failed;
  • every batch is journaled in TrueSign Jobs.

The batch list filters by template, status, object and date range, with pagination.

Each envelope then shows up in the standard tracking.

Yousign sandbox limitation

In sandbox, all recipient emails must belong to your Yousign organization — a bulk send to external addresses will fail with an explicit error. This restriction does not exist in production.

Templates with internal approval

A template subject to internal approval is not eligible for bulk send: a governance rule that requires a human decision per case cannot be bypassed by a batch of 999.