Bulk Send feature of Jotform Sign Document

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    Pipeline_operations
    Asked on September 14, 2025 at 6:11 PM

    I have tried multiple times to Bulk Send a CSV file for the link Sign Builder doc added below. It is unfortunately not working and doesn't specify why it is not working.

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    Podo: Support AI Agent
    Replied on September 14, 2025 at 6:11 PM

    Hi Pipeline_operations,

    Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

    Regarding the issue with bulk sending a CSV file in Sign Builder, the system unfortunately does not specify why the bulk send is not working. To troubleshoot, please ensure that your CSV file is formatted correctly and that all required fields in the Sign Builder are properly mapped to the CSV columns.

    If the problem persists, it might be related to integration or file size limitations, but since no specific error is shown, checking the CSV file format and mapping is the best first step.

    Let us know if you need guidance on how to format the CSV or map the fields correctly.

    Reach out again if you need any other help.

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    Kris JotForm Support
    Replied on September 14, 2025 at 6:52 PM

    Hi Pipeline_operations,

    Are you running into an error message when you upload the CSV file to send the Jotform Sign Document you shared, or is it just not responding? If you can take a screenshot of what’s happening, that'll help us to understand better what’s going on. Let me show you how to post a screenshot to our Help Center:

    1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.

    2. Drag and drop your image into the Upload box, or click on it and select your file.

    3. Then, click on the Add button in the bottom-right corner of the window. Bulk Send feature of Jotform Sign Document Image 1 Screenshot 30

    4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.

    5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section. Bulk Send feature of Jotform Sign Document Image 2 Screenshot 41 That's it. Once we hear back from you, we'll be able to help you with this.

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