Bulk CSV attached by 3rd party, Template workflow, help request

Hi ​@Office_Tech732,

Welcome to the Docusign Community — we're glad you're here, and happy to share knowledge with you!

From what I understand, you're looking to implement a Bulk send workflow where Party A provides a document, Party B facilitates signing with Party C, and Party C's information remains confidential from Party A until Party B has secured their signature. Correct?

If Party A is designated as the sender, they would be responsible for entering recipient details or uploading the CSV file 👉 Bulk Send Work Process

However, Party B could be the sender to upload the CSV containing Party C's details. Depending on your Docusign account set up:

If Party A and Party B are within the same Docusign account, Party A can initiate and share the Template with Party B for bulk sending. If not, Party A can download the template as a JSON file and share it with Party B, who can then upload this JSON file to their account and use it for bulk sending.

My suggested workflow is as follows:

Party B - Sender

• Signing Order 1: Party C - Signer
• Signing Order 2: Party A - Signer/ Receives a copy

Please implement a signing order to ensure Party A does not have access to Party C's information until the documents are fully signed.

If the requirement is that Party A must be the sender, you can use Specify Recipient feature in your Bulk Sending (Party A Sender: 1 Party B Specify Recipient -  2 Party C Signer ). However, Party B would then receive 50 envelopes and need to manually enter and specify all recipients’ details for each envelope, as there is no CSV option for this shortcut in that scenario. Furthermore, you can also explore non-bulk options such as Powerforms.

I hope this guidance provides you with a clear understanding of the process. If I've misunderstood anything, please don't hesitate to provide more context. I'm here to assist you in finding the best solution that suits your needs.

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hi ​@Office_Tech732,

Do you still have questions and need further assistance? Or did you find my suggested solution helpful? If yes, please consider giving it a Like👍 and marking it as "Best Answer" ✅. This will guide other community members to trusted solutions and similar steps.😊

Here if you need us!

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"