Send in bulk contact list view


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    Rocky Dohmen

    Hi Louise,

    Yes, you can send a document to several contacts at one time. If the contacts need to sign or take any action on the document then each would need a Role created for them on the template level. 

    I would also recommend adding each contact to the opportunity or account. You can then CC additional contacts on the document from the template creation stage: 

    But if you are trying to send a bunch of documents to a bunch of people, using our Bulk Send feature, this is not possible within the integration. 

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