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Additional Signatures added to my document envelope

Forum|Forum|2 years ago
August 20, 2024
3 replies
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Hi all!

I work for a company who issues out initial documentation to clients via paper and am attempting to bring it online. Each document needs to be personalised for each individual which prevents a stock standard template being utilised each time.

The problem I am having is when I do a bulk send including 3 of the preprepared templates, it introduces 3 signatories instead of the 1.

Does anyone have experience creating this style of bulk send individualised documents?

Templates

Best answer by Michael.Rave

@gcc

I suggest to review this Docusign Support article and follow the instructions there.

Every line in the CSV will result in a single envelope being created. If the personalisation is related to different values on the same document, then Bulk Send is the right feature to leverage. If every document is different and this cannot be set up as a field and passing values, you need to send them out individually.

Michael.Rave

Answer

Docusign Employee

@gcc

I suggest to review this Docusign Support article and follow the instructions there.

Every line in the CSV will result in a single envelope being created. If the personalisation is related to different values on the same document, then Bulk Send is the right feature to leverage. If every document is different and this cannot be set up as a field and passing values, you need to send them out individually.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Hengfeng Ge

Hero

You can add 3 roles of recipients or more recipients, it is not limit. then you can use this template for bulk send.

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Christopher.Alpizar

Docusign Employee

Hi @gcc,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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