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Automated Envelope Creation

  • February 26, 2024
  • 2 replies
  • 42 views
S
Newcomer
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My upload of docs to sign is repetative, is it possible to automate the creation of new envelopes as well? After each sending I have to click again for Create Envelope - New Envelope - Send Envelope i.o. opening automatically to Send a New Envelope. 

Best answer by David.Schmitz

@SVCK DocuSign has a Bulk Send option which would apply if you were sending the same document with the same Recipient workflow. You could also “copy” an envelope you sent and that would copy the same document and workflow and fields and then you just alter what is needed on the new copied envelope.

2 replies

D
Hero
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@SVCK DocuSign has a Bulk Send option which would apply if you were sending the same document with the same Recipient workflow. You could also “copy” an envelope you sent and that would copy the same document and workflow and fields and then you just alter what is needed on the new copied envelope.

A
Community Moderator
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Hi @SVCK,

 

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? 

 

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,   

Alejandro R. | DocuSign Community Moderator   

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

 

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