Bulk send: generate signing requests from CSV + template

[reeseherber]

Description

Enable bulk sending of a single document/template to many recipients at once. Users (e.g. the HR team) frequently need to send the same document — such as an annual policy acknowledgment — to 50+ staff members, each as an individual signing request. Today this must be done one at a time. This feature would let a user select an existing template, upload a CSV of recipients, and have the system automatically generate a separate, independent signing request for each recipient from that one template.

Who benefits: HR and any department that distributes the same document to large groups for individual acknowledgment/signature.

Acceptance Criteria

• User can choose an existing template as the basis for a bulk send
• User can upload a CSV containing recipient details (e.g. name, email, and any template field values)
• System validates the CSV (required columns present, valid emails) and reports row-level errors before sending
• System generates one separate, independent signing request per CSV row from the selected template
• Each recipient receives their own signing request/email and signs independently of others
• User can review a summary of the bulk send (how many requests created, any failures)

Source

Freshservice ticket: https://psd401.freshservice.com/a/tickets/160967
Requester: Dana Whitfield (dwhitfield@psd401.net)

Confidence Score

0.95

Notes

• Original request specifically mentions uploading a CSV of recipients and generating a separate signing request per person from one template.
• Each generated request must be independent (one person's action does not affect another's), unlike a multi-signer single-document flow.
• Consider mapping CSV columns to template fields/placeholders so per-recipient values can be prefilled.