Send to many: one template, a copy for each person

Some documents go to many people who each sign for themselves: a code of conduct for the whole team, an NDA for every guest at a launch, a contractor agreement for this year’s freelancers. Ask the agent once, and each person gets their own copy. Examples:

• “Send our Mutual NDA to these 20 people, a copy each”
• “Send the code of conduct to everyone on the Sales team”

What each person gets

Every person on the list gets a document of their own, just as if you had sent it to them alone:

• Their own copy of the template, with their own boxes to fill
• Their own signing link, emailed to them, that works only for them
• Their own history and certificate, sealed when their copy is complete

Nobody on the list sees who else is on it. If one person declines or lets their copy expire, nothing changes for the others. This is different from one document that several people sign together. A contract that five people sign is one document, and they all sign the same copy. If it isn’t clear which you mean, the agent asks: A copy each or One for all of them.

It starts from a saved template

Every copy is made from a saved template, so each one has the same words and the same boxes. Nothing is filled in for each person before it goes out. Each person fills in their own boxes when they sign. If the document you want to send isn’t a template yet, the agent can save it as one first, as long as its words don’t name anyone. A draft that names its signer, for example in the signature block, can’t be shared this way. Each person would need their own document, and the agent tells you so.

People on every copy

Some people are the same on every copy: you countersigning each one, a manager approving, or someone copied in. Name them once, and the agent puts them on every copy. Example:

• “Send our Mutual NDA to Jane Doe at jane@acme.example and Marco Silva at marco@lumenlabs.example, a copy each. I countersign every one.”

The order is always the same:

1. Each person on the list goes first.
2. Anyone who acts after them, such as a countersigner or an approver, gets that copy only once the person on the list has signed.

So if you countersign, you get one request for each copy, as each person signs. Someone copied in gets each copy when it is complete. If the template has more than one signer, the agent needs to know which part the list fills, such as Recipient on a Mutual NDA, and who fills the others. If it can’t tell from what you asked, it asks you.

One card for everyone

The agent shows one card for the whole list, titled with how many people it reaches, such as Send to 20 people. The card shows:

• Everyone on the list, by name and email
• The people named once, under On every copy
• The template, the expiry date, reminders, and whether each person gets an emailed code before opening (signer checks)
• The subject and message, if there are any
• On a plan with a monthly limit, how many of this month’s documents the send uses

A long list folds after a few rows. Select Show all 20 people to see everyone before you send. A row that needs checking always shows. Select Edit details to change the expiry date, reminders, subject, or message. They apply to every copy, so write the message for everyone and leave out any one person’s name. Press Send 20 copies to send them. Not now sends nothing.

Check every address

The agent never makes up a name or an address. It uses what you typed and your Contacts. If it took an address from a document, or wrote one itself, that row is marked Found in the document or Check this address. Press It’s right on each one before you can send. To leave someone out, tell the agent, and it shows a new card without them. On a row marked for checking, Remove them does the same. If the same address is on your list twice, that person gets one copy, and the card says so.

How copies are named

Each copy is named after the template and the person, such as Mutual NDA · Dana Lee. You see that name in Documents, and the person sees it in their email and on the signing page.

How it counts

Each copy is a document of its own, so it counts as one of the month’s documents. Sending to 20 people uses 20. If this month doesn’t have enough left, the agent tells you before it shows the card, and nothing is sent. Business has no monthly limit. See Plans and billing. Credits pay only for the agent’s work on your request, not for each copy. Sending and signing never use credits. See Credits.

Up to 50 people at a time

One card reaches up to 50 people. For a longer list, ask again for the rest. For one person, just ask the agent to send the template to them. A send to many goes out when you approve it. It can’t be scheduled for later, and AI assistants connected over MCP send one document at a time.

After it’s sent

A short list goes out while you watch, and the chat lists the copies. On a longer list, the first copies go out at once and the rest follow over the next few minutes. You get a notification when every copy is out, such as Sent to all 20 people: Mutual NDA. If a copy can’t go to someone, the others still go. The chat or the notification says who and why. If their copy was made, it waits in Drafts, so you can fix it and send it yourself. If something changes partway through, such as the template being edited or deleted, or the month’s documents running out, the rest aren’t sent, and you’re told who didn’t get one and why. Nobody gets two copies by accident. While copies of a template are still going out, the agent won’t start another send of it, and a card warns you about anyone that template already reached in the last day.

Follow up on every copy

Select See all under the result to open Documents with just those copies, marked Sent together: Mutual NDA, 20 copies. Select the copies you want, then Remind, Cancel, or Delete them together. Clear the filter to see all your documents again. You can also ask the agent:

• “Who hasn’t signed the Mutual NDA yet?”
• “Remind everyone who hasn’t signed the Mutual NDA”

Each copy also keeps to the reminders and expiry date you set on the card, on its own.

Manual and Auto

On Manual, the card waits in the chat and in Needs you until you approve it. On Auto, the agent sends the copies straight away and marks the card Done on Auto, unless an address on it needs checking. Then it waits for you, as any send does. Deleting or cancelling copies later still waits on a card, on Auto too. See Manual and Auto.

On the record

Each copy’s history shows it was sent by you, with the agent, like any send from the agent. A send on Auto reads with the agent on Auto, never as something you approved on a card. See Audit trail and certificate.

Next steps