---
title: "Send a batch of documents"
slug: "send-a-batch-of-documents"
updated: 2025-09-09T07:55:03Z
published: 2025-09-09T07:55:03Z
canonical: "knowledge.lightico.com/send-a-batch-of-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send a batch of documents

This article describes how you, the agent can send a batch of documents to a customer during a Lightico session. The documents need to be completed by the customer in the order that you define. You can send [PDF Templates](/v1/docs/send-a-template-based-document), [External Documents](/v1/docs/send-an-ad-hoc-document), or a combination of both.

> [!NOTE]
> Note
> 
> This feature must be enabled by a Lightico user with administrative permissions, in the Admin Center system settings under **Session > Tools > Workflow > Send batch**.

🎦 Watch related video:

[Sending multiple files using "batch send"](/v1/docs/sending-multiple-files-using-batch-send)

**To send a batch of documents:**

1. In the right pane of the agent console, click **Tools**and select **Send Batch**.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2024-07-24_16-34-49.PNG)

The Create Batch pane opens.
2. Add files in the order that you want the customer to complete them. Click add (+) to add PDF Templates and upload (upward arrow) to upload an External Document.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(104).png)

The selected documents are added to the batch.

> [!TIP]
> Tip
> 
> If one of the documents has multiple participants, you can prevent the customer from proceeding until all participants have completed their tasks on that document. To do this, click the participants button next to the relevant document, and select the checkbox.
> 
> ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(106).png)
3. After you have added all the documents to the batch, click**Send Batch**.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(107).png)

The batch of documents is sent to the customer.

### Manage the interaction

To manage the customer interaction after the document has been sent, use the interaction bubble, displayed in the left pane.

![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(109).png)

The interaction bubble provides information about this interaction with the customer and allows you to perform certain actions on the relevant documents. For more information, see [Using interaction bubbles](/v1/docs/interaction-bubbles).

A user that communicates with end-customers to complete tasks in a Collaboration Room session or a Case Manager case.

Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions.

Interface in the Collaboration Room module for inviting participants to a collaboration session and for running the session by adding Workflows and other interactions

A PDF document that is uploaded to a session from a source other than Lightico, for example, from the agent’s computer.

## Related

- [Sending multiple files using "batch send"](/sending-multiple-files-using-batch-send.md)