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Update the bulk send help documents
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docs/docs/help/Templates/quick-send.md

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sidebar_position: 4
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title: Quickly Send the Document for Signature Using Template
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title: Bulk Document Send for Signature Using Template
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---
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## Overview
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Bulk Send allows you to send a document to multiple recipients at once using a template. You can prefill document data, signer details, and import information using a CSV file to automate large-scale document sending.
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# How to use the OpenSign Quick Send feature to send a document for signature using a template
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# How to Use the OpenSign Bulk Document Send Feature to Send Documents for Signature Using a Template
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### Step 1: Begin New Template Creation
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- Entered values are automatically embedded into the document
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- Both **Required** and **Optional** Prefill fields are supported
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<img width="828" alt="Bulk send panel" src="https://github.com/user-attachments/assets/91b908c8-3c24-4afc-9bd9-6b29cb778891" />
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<img width="828" alt="Bulk send panel" src="https://github.com/user-attachments/assets/0b8fb941-db29-4517-98d3-23bf58e5fa02" />
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## Import Data Using CSV
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You can upload a CSV file to automatically populate Prefill fields and signer details.
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<img width="828" alt="bulk import from csv" src="https://github.com/user-attachments/assets/448a7a94-8685-47cc-86a7-dbd47e67c8f6" />
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<img width="828" alt="bulk import from csv" src="https://github.com/user-attachments/assets/5057d5a4-1409-4ec9-8a87-df4b54762b5b" />
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### Steps to Import CSV
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1. Click **Download sample file**
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## Bulk Send Limits
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OpenSign allows sending up to **50 documents per Bulk Send**.
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OpenSign allows sending up to **1000 documents per Bulk Send**.
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The number depends on signer roles:
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- **1 Role in template → 50 documents** (This depends on the number of signers included in the Bulk Send request.)
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- **2 Roles in template → 48 documents**
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- **1 Role in template → 1000 documents** (This depends on the number of signers included in the Bulk Send request.)
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- **2 Roles in template → 500 documents**
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- More roles reduce total documents accordingly
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- Each document consumes 1 API credit. If you create 200 documents, then 200 premium credits will be deducted.(Premium credits)
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## Sending Documents via Bulk Send
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### Step 4: Bulk Send from Manage Templates
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For faster processing, the Bulk Send feature allows you to swiftly create and send a document to a signer using the selected template.
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<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/a8737a76-0c92-4288-894d-65640a7757fe" />
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<img width="828" alt="Manage Template" src="https://github.com/user-attachments/assets/27b18a1d-6750-4631-b090-93644211ce68" />
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How to Send the Document:
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- Click the Bulk Send button next to the template in the list.

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