Bulk send from a spreadsheet

Set up the template

1. Make a template (see Templates). The first person on it is the one who changes from row to row; give them a placeholder name such as “Client”, and their fields.
2. Anyone else on the template, such as you or a manager who countersigns, needs their real email address: they are on every document.
3. For anything that changes per person (a fee, a start date), place a Fill-in detail and give it a name. That name is the spreadsheet column it is filled from.

Prepare the spreadsheet

A heading row, then one person per row: their name, their email, and a column for each fill-in detail. On the Templates page choose Bulk send next to the template; Download a blank one gives you a spreadsheet with the right headings. In Excel or Google Sheets, save or download it as CSV.

Send them

1. Choose Choose a CSV file (or paste the rows in).
2. Check that each heading is matched to the right column under Match the columns. They are matched for you when the headings are the same.
3. Look through Check and send. Rows with a problem (an email that isn’t valid, someone listed twice, a missing detail) are shown in red and left out; fix them in the spreadsheet and choose it again to include them.
4. Add a message if you like, then choose Send.

A few go straight away and the rest within the next 15 minutes or so. The progress page shows each one as it goes, with a link to its document, and you are told in the bell when it has finished. Stop the rest stops any that haven’t gone yet.

Good to know

• Up to 100 documents at a time, and one bulk send at a time.
• Each document counts as one sent and is emailed like any other, within your daily email limit.
• Anyone who has asked not to receive documents through Docket Secure is left out and shown as not sent.
• Every document is a normal document in your list: reminders, deadlines, fixing after sending and the evidence pack all work as usual.
• See all your bulk sends at Bulk sends.