Jotform Sign: Upload a CSV or Excel file containing a list of recipients

  • Mandy_Herman
    Asked on September 3, 2024 at 5:59 PM

    Can I upload an Excel sheet with all the recipients of the Signed form instead of adding each recipient one by one?

  • Victorino_S JotForm Support
    Replied on September 3, 2024 at 9:24 PM

    Hi Mandy,

    Thanks for reaching out to Jotform Support. We currently do not have a feature that allows you to upload a CSV or Excel file with a list of recipients to email the Jotform Sign Document. If you like, we can escalate it as a feature request to our Developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it.

    A possible workaround is to use the Share with Link feature in Jotform Sign that allows you to share a public link. This allows you to share a public link with all of your recipients via your email service provider; however, keep in mind that it works best when the Jotform Sign document has just one Signer/Role.

    Let us know if you need any more help.