Bulk and recurring requests

Use bulk and recurring requests for repeated, predictable work after your core checklist is proven.

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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.

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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.