Instructional Guide: 

Step 1: Prepare the Name column on the spreadsheet. 

Download the Bulk Send spreadsheet. Fill out the Name portion of the signer information. You can do this by manually typing in their information, by copying and pasting from another spreadsheet, etc. 

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Step 2: Prepare the Generic Packet Name

Right click on Column A and Duplicate it to the right. 


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Type your generic packet name in the cell A2 and then drag that name throughout column A.

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Step 3: Concatenate Columns A and C into Column B

In Cell B2 type =CONCATENATE(C2, " ", A2). You want to select C2 first if you want the Signer Name (C2) in front of the Packet Name (A2). You want to reverse that if you want the Packet Name (A2) in front of the Signer Name (C2). You want to include the parenthesis with a space in the middle so there is a space between the two names. If you wanted an underscore or something else in between you would want to put "_". 



Press Enter or Return on your keyboard.

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Grab the bottom right hand corner of B2 and drag down to copy the formula throughout Column B. 

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Step 4: Copy the values of Column B and delete Column A.

Copy Column B

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Paste Special -> Values only right back into Column B. This helps remove the formulas. 

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Step 5: Delete Column A.

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Step 6: Double check your spreadsheet and upload back into the Bulk Send area.

Visually check that your spreadsheet looks correct and only has Columns that have Column Names in row 1. Complete all the other columns in the spreadsheet if you haven't already.

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Save your spreadsheet in a place you will find it. Upload it back into the Bulk Send area.

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Need additional assistance?

Contact us at or 866.700.7975.