Hi Everyone,
Wanted to understand if there is way to send same envelope to multiple recipients if envelope is created using a template and in a template there are multiple documents and and each having sender fields and we need pass the value for each individual recipient
Yes, this is a standard functionality called “Bulk Send”. This works with a single or multiple documents.
It will create an envelope for every row in the CSV file that you upload to provide the recipients and other dynamic fields that will be merged with the template before the envelope is sent.
This Docusign Support article will guide you through the process.
Hi Michael,
Can we achieve this functionality using APIs?
Yes, this is possible.
This Docusign Developer article should help you with achieving that.
Facing issue while sending the value to sender fields for each individual in case of bulk request.
Also can we have the functionality where we can send the envelope but individual can only sign the documents only after specified date.
There is no feature that the envelope can only be signed after a specified date. As soon as you receive the envelope you will be able to access and sign it.
However, you may schedule an envelope to be sent out later or you may add a delay between recipients.
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