Use bulk and recurring requests for repeated, predictable work after your core checklist is proven.
Bulk send
Bulk send creates separate requests for multiple selected clients from one template. Each client receives an independent secure link and can access only their own request.
Before sending:
- Confirm the template is correct.
- Confirm every selected client’s email.
- Use a title and due date that make sense for the whole batch.
- Check plan limits for active requests.
The result reports successful and failed clients so you can retry only failures.
Recurring requests
A recurring definition combines a client, template, title, and interval in months. When due, NeuDocs creates the next independent request and advances the recurrence.
You can pause or delete a recurrence without rewriting requests already created from it.
Recurring requests are operational scheduling, not a calendar or statutory deadline system. Review upcoming work and client changes regularly.
