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",[409,410,411],"strong",{},"Templates"," let you set it up once; ",[409,414,415],{},"Bulk Send"," lets you fire it at hundreds of people from a spreadsheet.",[418,419,411],"h2",{"id":420},"templates",[405,422,423,424,427,428,431],{},"A template is a ",[409,425,426],{},"reusable base PDF"," with its fields already placed. The key difference from a one-off send: a template uses ",[409,429,430],{},"signer ROLES",", not concrete people.",[433,434,436],"h3",{"id":435},"signer-roles","Signer roles",[405,438,439,440,443,444,447,448,452,453,456],{},"Each role on a template has a ",[409,441,442],{},"role name, an order, and a color",". Concrete recipients are ",[409,445,446],{},"mapped to roles at send time",". So a \"New Hire Offer\" template might have roles like ",[449,450,451],"em",{},"Candidate"," (order 1) and ",[449,454,455],{},"HR Manager"," (order 2); whoever you're sending to fills those slots when you send.",[405,458,459,460,463],{},"A template can also be ",[409,461,462],{},"read-only"," (no signer roles) for informational documents that just need to be distributed, not signed.",[433,465,467],{"id":466},"scope-versions-archiving","Scope, versions & archiving",[469,470,471,484],"table",{},[472,473,474],"thead",{},[475,476,477,481],"tr",{},[478,479,480],"th",{},"Aspect",[478,482,483],{},"Behavior",[485,486,487,503,511],"tbody",{},[475,488,489,493],{},[490,491,492],"td",{},"Scope",[490,494,495,498,499,502],{},[409,496,497],{},"Org-wide"," (admin \u002F exec) or ",[409,500,501],{},"department-scoped"," (a dept head, for their department)",[475,504,505,508],{},[490,506,507],{},"Versions",[490,509,510],{},"Version tracking keeps a history as the template evolves",[475,512,513,516],{},[490,514,515],{},"Removal",[490,517,518,521],{},[409,519,520],{},"Soft archive"," — archived templates are hidden, not destroyed",[433,523,525],{"id":524},"plan-template-limits","Plan template limits",[469,527,528,538],{},[472,529,530],{},[475,531,532,535],{},[478,533,534],{},"Plan",[478,536,537],{},"Template limit",[485,539,540,551,559,567],{},[475,541,542,545],{},[490,543,544],{},"Free",[490,546,547,550],{},[409,548,549],{},"0"," (locked — Pro+ feature)",[475,552,553,556],{},[490,554,555],{},"Pro",[490,557,558],{},"5",[475,560,561,564],{},[490,562,563],{},"Business",[490,565,566],{},"50",[475,568,569,572],{},[490,570,571],{},"Enterprise",[490,573,574],{},"Unlimited",[576,577,579],"callout",{"color":578,"icon":180},"amber",[405,580,581,584],{},[409,582,583],{},"Why Free shows a lock."," Templates are a Pro+ feature. On the Free plan the template area shows a lock prompting an upgrade — you can still send documents one at a time.",[418,586,415],{"id":587},"bulk-send",[405,589,590,591,594],{},"Bulk Send drives a template against a ",[409,592,593],{},"CSV file"," to create one signing copy per row.",[469,596,597,607],{},[472,598,599],{},[475,600,601,604],{},[478,602,603],{},"Property",[478,605,606],{},"Value",[485,608,609,620,630,641],{},[475,610,611,614],{},[490,612,613],{},"Source",[490,615,616,617],{},"CSV upload with ",[409,618,619],{},"column mapping",[475,621,622,625],{},[490,623,624],{},"Max recipients",[490,626,627],{},[409,628,629],{},"500",[475,631,632,635],{},[490,633,634],{},"Matching",[490,636,637,638],{},"Recipients are matched ",[409,639,640],{},"by email within the org",[475,642,643,646],{},[490,644,645],{},"Output",[490,647,648,649,652],{},"A ",[409,650,651],{},"per-recipient signing copy"," is materialized from the template for each row",[433,654,656],{"id":655},"how-a-bulk-send-progresses","How a bulk send progresses",[405,658,659,660,663],{},"The job moves through statuses with ",[409,661,662],{},"per-row results",", so you can see exactly which rows succeeded:",[665,666,671],"pre",{"className":667,"code":669,"language":670},[668],"language-text","PENDING → PROCESSING → COMPLETED   (or FAILED)\n","text",[672,673,669],"code",{"__ignoreMap":674},"",[576,676,679],{"color":677,"icon":678},"blue","i-lucide-info",[405,680,681,684],{},[409,682,683],{},"Why per-row results matter."," A 500-row send will usually have a few bad rows — a typo'd email, a person not in the org. Per-row results let you fix and resend just the failures instead of the whole batch.",[433,686,688],{"id":687},"document-limit-cost","Document-limit cost",[405,690,691,692,696,697,700,701,704],{},"Remember from ",[693,694,695],"a",{"href":249},"Uploading",": a ",[409,698,699],{},"bulk send counts 2 × recipients"," against your plan's document allowance. A 200-recipient send consumes ",[409,702,703],{},"400"," documents.",[418,706,708],{"id":707},"roles-permissions","Roles & permissions",[469,710,711,721],{},[472,712,713],{},[475,714,715,718],{},[478,716,717],{},"Action",[478,719,720],{},"Who",[485,722,723,731,739],{},[475,724,725,728],{},[490,726,727],{},"Create org-wide template",[490,729,730],{},"Administrator \u002F Executive",[475,732,733,736],{},[490,734,735],{},"Create department-scoped template",[490,737,738],{},"Department head (their department)",[475,740,741,744],{},[490,742,743],{},"Run a bulk send",[490,745,746],{},"Administrator \u002F Executive (Pro+ plan)",[418,748,750],{"id":749},"troubleshooting","Troubleshooting",[469,752,753,766],{},[472,754,755],{},[475,756,757,760,763],{},[478,758,759],{},"Error \u002F symptom",[478,761,762],{},"Cause",[478,764,765],{},"Fix",[485,767,768,779,794,805,816],{},[475,769,770,773,776],{},[490,771,772],{},"Template area is locked",[490,774,775],{},"Free plan (0 templates)",[490,777,778],{},"Upgrade to Pro or higher",[475,780,781,784,791],{},[490,782,783],{},"\"Document limit reached\" during bulk send",[490,785,786,787,790],{},"Bulk send counts ",[409,788,789],{},"double"," per recipient",[490,792,793],{},"Reduce recipients or upgrade; remember 200 rows = 400 documents",[475,795,796,799,802],{},[490,797,798],{},"Some bulk rows show FAILED",[490,800,801],{},"Email not found in the org, or bad CSV data",[490,803,804],{},"Check per-row results; fix emails (must match an org member) and resend failures",[475,806,807,810,813],{},[490,808,809],{},"Recipient didn't get the document",[490,811,812],{},"Email didn't match a user within the org",[490,814,815],{},"Confirm the address belongs to an active org member",[475,817,818,821,824],{},[490,819,820],{},"Can't find an old template",[490,822,823],{},"It was soft-archived",[490,825,826],{},"Restore it from the archived list",{"title":674,"searchDepth":828,"depth":829,"links":830},1,2,[831,837,841,842],{"id":420,"depth":829,"text":411,"children":832},[833,835,836],{"id":435,"depth":834,"text":436},3,{"id":466,"depth":834,"text":467},{"id":524,"depth":834,"text":525},{"id":587,"depth":829,"text":415,"children":838},[839,840],{"id":655,"depth":834,"text":656},{"id":687,"depth":834,"text":688},{"id":707,"depth":829,"text":708},{"id":749,"depth":829,"text":750},"Reusable signing templates with signer roles, CSV-driven bulk send to up to 500 recipients, plan template limits, and how per-recipient signing copies are materialized.","md",null,{},{"icon":266},{"title":263,"description":843},"kocuWX2oDjPhoPpumzNFFGxyoGZnZi9FbOpP9SGESn4",[851,853],{"title":258,"path":259,"stem":260,"description":852,"icon":261,"children":-1},"What BookYourPTO captures for every signature, the certificate page appended to completed documents, optional cryptographic PDF signing, and who is allowed to view the audit trail.",{"title":268,"path":269,"stem":270,"description":854,"icon":271,"children":-1},"Onboarding task lists driven by templates, signature-gated tasks, per-hire document copies, due dates anchored to the start date, and the Action Required tray.",1781157130376]