/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, or from Contacts with Bulk send.
The top bar shows the steps. Its menu has Save draft; work in progress is also saved as a launch draft as you go. Nothing is created or sent until you send.
Template and send type
1
Template
Pick the template. The package takes its documents, roles and fields from it.
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 is disabled for roles without the bulk send permission.
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.