Bulk Send Limits and Best Practices

Bulk Send is powerful enough to reach your entire company in one go, which is exactly why a little discipline goes a long way.

What to Know Before You Send

• Bulk Send is a Business plan feature. On other plans the Bulk send option is shown with a lock.
• Up to 1,000 recipients per batch. For a larger list, split it into several batches.
• Each recipient uses one document from your plan's allowance, counted when their copy is sent. If your plan does not have enough documents left for the whole batch, Inkfree stops the send before anything goes out rather than sending part of the list.
• Text delivery and SMS codes use SMS credits for every copy, including copies for a Same for all signer. Inkfree prices the whole batch first, and Send stays disabled until you have enough SMS credits.
• Large sends go out gradually. Requests are sent in small groups over a few minutes, so a slow start on the batch page is normal, not a stall.
• Every copy goes out from the person who starts the bulk send.

Practices That Raise Completion Rates

1. Send from a tested template: one you have run end to end at least once.
2. Send early in the week. A request that arrives on a Tuesday morning has the rest of the week to be signed; one that lands on Friday afternoon competes with the weekend.
3. Turn on automatic reminders on the Review & Send step. With hundreds of signers, manual chasing does not scale.
4. Set an expiration. An open-ended send drifts; a deadline gives recipients a reason to act.
5. Check the batch soon after sending. Failed rows appear as the send reaches them on the batch page, and fixing them the same day keeps momentum.
6. Mind your countersigner. A Same for all signer receives one request per recipient. Warn them first, and consider a delay between signing levels so they are not flooded at once.