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Bulk Sending with Unused Signature Fields


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I have created a template for an activity report.  Each individual employee needs to complete and sign their form; it’s then reviewed by their supervisor and signed; then reviewed by their manager and signed.  The standard template works great and the .csv bulk send is successful.

But here is the issue: some employees cross multiple projects and have multiple supervisors, meaning: the employee completes and signs their form; then it’s reviewed by two separate supervisors and signed; then reviewed by their manager and signed.

If I attempt to bulk send to everyone with enough optional signatures to accommodate the multi-supervisor exceptions, I cannot bulk send.  Every employee would need an email for the second supervisor, even if they don’t have one.

Any suggestions to accommodate a sometimes-used signature field?

Best answer by Alejandro.Ramos

Hi ​@swalker7,

 

Thank you for reaching out to the Docusign Community.  

The solution to this scenario would be having separate templates for each team configuration, as the bulk send feature will require all envelopes to be exactly the same in terms of their setup.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

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  • Community Moderator
  • 2070 replies
  • Answer
  • February 10, 2025

Hi ​@swalker7,

 

Thank you for reaching out to the Docusign Community.  

The solution to this scenario would be having separate templates for each team configuration, as the bulk send feature will require all envelopes to be exactly the same in terms of their setup.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 


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  • Author
  • Newcomer
  • 1 reply
  • February 10, 2025

I assumed that would be the case, so I modified the template for each team and saved the new templates for next time.  Thank you for confirming, Alejandro!