Using DocuSign Bulk Recipients

Issue/Question

How do I send the same document to multiple recipients at the same time in DocuSign?

Environment

  • DocuSign

Resolution

  1. Prepare your Word Document to be sent to multiple recipients
  2. Follow Creating a Template in DcouSign 
  3. Find your template in DocuSign
  4. Select Use
  5. Then Advanced Edit
  6. Click  next to Send copies of this envelope to many people at once
  7. Click Download the sample CSV template
  8. Open the csv file
  9. Enter in one line of sample data for testing
  10. Save csv file
  11. Return to DocuSign template
  12. Click Import Bulk List
  13. Select your csv file
  14. Review the imported data
  15. Click Finish Import
  16. Review the envelope routing
  17. Send the envelope
  18. Verify the test document processed correctly
  19. Make any changes as needed
    1. spacing
    2. recipients
    3. formatting on csv file
  20. After changes are completed see Requesting a DocuSign Template Moved from TEST to PROD
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