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  1. Advisor360 Express
  2. Company Administrators
  3. How to Use The Bulk Send Feature

How to Use The Bulk Send Feature

The Bulk Send Feature in Agreement Express is designed to decrease the time and complexity of a large data transition for your firm. This feature allows a company administrator to take a large amount of client data in .xls format, import it into Agreement Express, and generate a high volume of document packages to be sent out for digital signature. The Bulk Send Feature comes with enhanced search features, tracking of packages, and a robust reporting capability so you are able to easily search and monitor the status of your document packages.

  • How to Use The Bulk Send Feature for your Transition!
  • Include Optional Forms in Bulk Send CSV
  • Best Practices for Seamless Transitions
  • How To: Bulk Send Access Control Groups
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