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Categories Templates
Created by Jenna Jentges
Created on Apr 9, 2025

Allow Document Files in Sender Input to be filled with Bulk Send

When you use a template to send an envelope, you can choose in the Sender Input prompt to replace the document(s) with chosen files.

When you use Bulk Send and ask it to utilize the same template, you do NOT have the option to replace documents with chosen files. I would like an enhancement to Bulk Send where you could replacement documents. In the data file, one of the columns would contain a file path to the document you want to upload and use instead of the document saved in the template.

My use case is a scenario where we need to send 100 unique documents, each to a different signer. Each document has information specific to the signer, making the document unique, but the JotBlocks get placed in the same spot on each document. Today, we have to use the template 100 different times to send out the envelopes. Alternatively, if Bulk Send allowed us to replace documents in a template, I could map a data field and use Bulk Send to generate the 100 envelopes with one Bulk Send instance.

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