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Send from template (/templates/launch) is the one flow for sending a template, whether to one set of recipients or to a list. Open it with a template’s Use action, from the create menu’s Send from Template, or from Contacts with Bulk send.
The Send from template page with its steps in the top bar and a list of templates to choose from

Send from template, starting with the choice of template.

The top bar shows the steps. The main button’s menu has Save draft, and work in progress is also saved as a launch draft as you go. Nothing is created or sent until you send.

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Template and send type

1

Template

Pick the template. The package takes its documents, roles and fields from it. Only published templates can be sent. If the template’s workflow has a problem, you see This template can’t be sent yet: fix it with Fix the workflow if you can edit the template, or Choose another template.
2

Send type

Choose Single send (one package, to the people you name for each role) or Bulk send (one package per row). Bulk send needs the Business plan or higher and the Bulk send permission. Without the permission, it is disabled.
The Send type step with Single send and Bulk send options and the step summary on the right

The Send type step, choosing between a single send and a bulk send.

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Single send

1

Questions

Only when the template asks sender questions. Your answers decide which documents go out, who signs, and what each document shows.
2

Recipients

Add a name, email and delivery method for each role. Roles marked optional can be left blank.
3

Details

Only when the template has merge fields or custom fields. Fill in what changes for this package.
4

Review and send

Check everything, then Send package. The button’s menu offers Schedule send.

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Bulk send

Bulk send sends one package per row. If the template asks sender questions, the Send type step also asks whether every row shares the same answers or each row answers them itself. Then come Recipients and Preview and send. There is no Details step and no scheduling. See Bulk send from a template.