# Templates and bulk send

Save a document and its signature fields as a Drime Sign template, share it with your team, and send it to many recipients from a spreadsheet.

Updated: 2026-10-20  
Source: https://drime.cloud/support/sign/templates-and-bulk-send

A template saves a document with its signature fields and the roles of its signers, so you can send it again without placing the fields each time. Bulk send uses a template to send a separate document to each person listed in a spreadsheet.

## Create a template

1. Go to **Tools** \> **Sign**, then click **Templates**.

2. Click **Create a template**.

3. In **Choose a document for the template**, add your PDF or image.

4. In **Define the roles**, name each signer role, then click **Continue**.

   Click **Add a role** for each extra signer. Roles are placeholders, such as Client or Manager: they are assigned to real people when you use the template.

   ![The Define the roles step of the template wizard, with two roles](https://drime.cloud/media/01M5ADY3ENGB75830EC72ETAZQ/ccfcb840f0d7-web-sign-template-roles.png)

5. Place the fields of each role on the document, then save.

The message **Template saved** confirms it.

## Use a template

1. On the **Templates** page, click **Use** on the template.

2. In **Assign the roles**, enter the name and email address of the person for each role.

3. Click **Create and edit**, then check the document and send it.

Each template also offers **Edit**, **Duplicate** and **Delete**.

## Share a template with your team

Click **Share with team** on the template. A **Team** badge then shows on it. Click **Stop sharing** to make it private again.

## Send to many people at once

1. In **Tools** \> **Sign**, click **Bulk send**.

2. Choose the template to send.

3. Add your spreadsheet: drop an XLSX, XLS or CSV file in the dialog.

   Click **Download a sample file** for a file ready to fill in. A file can hold up to 1,000 recipients and weigh up to 15 MB. If it has several worksheets, choose the one with your recipients in **Worksheet**.

4. For each **Recipient field**, choose the matching **File column**.

   Drime matches the columns for you when it can: a column whose header contains "email" or "name" fills the email or the name of the signer. With several roles, start each header with the role, for example `Client email` and `Client name`. Check each match: choose **(Ignore)** to leave a column out, or **Same for every document…** to type one value used on all documents, for example your own email address if you countersign every document.

   ![The Bulk send dialog with the Client role matched to the Client email and Client name columns, and three documents ready to send](https://drime.cloud/media/01M5BM3670A43BPA31PGJ9C4E1/039039f09dfb-web-sign-bulk-send-mapping.png)

5. If you want, write a **Message to recipients (optional)**, then send.

   The send button shows how many documents will be sent.

Each row of the file creates its own document with its own recipients. To have several people sign the same document, add more roles to the template instead.

> **Important**
>
> Each document sent counts as one signature request. On plans with a monthly limit, once the limit is reached the remaining rows are skipped. See [How many signature requests can I send?](https://drime.cloud/support/sign/signature-request-limits).

## Let visitors sign from a public form

A template with a single signer can also become a public form, where each visitor signs their own copy of the document. Turn it on in **Settings** \> **Developers** \> **Embedding**.

## If it doesn't work

| What you see | What to do |
| --- | --- |
| **Add at least one role** or **Every role must have a name** | When you create a template, add at least one signer role and give each role a name. |
| **No fields, open it in the editor first** | The template has no signature fields yet. Open it, place the fields, then send it. |
| **Unsupported file type. Use XLSX, XLS or CSV.** | The recipient file must be an Excel (XLSX, XLS) or CSV file. Start from **Download a sample file** if needed. |
| **Could not read this spreadsheet.** | The file is damaged or empty, or its recipients are not on the worksheet you chose. Check the file, or choose the right worksheet. |
| **Sending failed, please retry** | The bulk send did not go through. Try again. |
| **Missing email for role "…"**, next to a row number | That row has no email address for this role. Fill it in the file, or choose the right column, then add the file again. |
| **Invalid email "…"**, next to a row number | The email address on that row is not valid. Correct it in the file. |
| **Your monthly signature request quota was reached, remaining rows were skipped.** | The rows marked **Skipped: quota reached** were not sent. See [How many signature requests can I send?](https://drime.cloud/support/sign/signature-request-limits). |
| **This signing form does not exist or is no longer shared.** | Visitors see this when a public form link was removed or the template is no longer shared. Share it again and send the new link. |

## Next steps

- [How many signature requests can I send?](https://drime.cloud/support/sign/signature-request-limits)
- [Sign a document yourself](https://drime.cloud/support/sign/sign-a-document-yourself)
- [Send a document for signature](https://drime.cloud/support/sign/request-signatures)