Skip to main content
neethujkp
Frequent Contributor
Frequent Contributor
January 31, 2024
Solved

Bulk Recipient Upload

  • January 31, 2024
  • 2 replies
  • 110 views

I want to send a single envelope to 50 recipients. Its basically an HR Policy document, which should be read and signed by all employees. Is there any option where I can add these 50 recipients to my envelope via CSV upload? Here, I am not referring to Bulk Send feature as it creates 50 unique envelopes. Instead I have a single document to be signed by all 50 recipients.

Best answer by Michael.Rave

@neethujkp

You can use the DocuSign Bulk Send feature, if you add all 50 recipients into the same line.

First create a template with 50 recipients and name them, e.g. Recipient1, Recipient2, etc.

Then create a CSV and add a name and email column for every of those 50 recipients:

Recipient1::Name, Recipient1::Email, Recipient2::Name, Recipient2::Email, etc.

You can then use the Bulk Send feature to upload your CSV file and all 50 recipients are populated.

Be aware that if any of those 50 signers declines to sign, the entire envelope will be voided and you need to create and send a new envelope that everyone has to sign again. Also if a single recipient does not sign, the transaction will remain open until it expires and void the envelope as well. I understand you want to save envelopes by doing this, but be aware that the individual signatures are not valid until the document is fully signed. This can lead to rework and tracking that is be more expensive than the envelope costs saved.

Link to the DocuSign Support article: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=wtn1643071711000&topicId=kjz1578456386508.html&_LANG=enus

2 replies

Michael.Rave
Docusign Employee
Docusign Employee
January 31, 2024

@neethujkp

You can use the DocuSign Bulk Send feature, if you add all 50 recipients into the same line.

First create a template with 50 recipients and name them, e.g. Recipient1, Recipient2, etc.

Then create a CSV and add a name and email column for every of those 50 recipients:

Recipient1::Name, Recipient1::Email, Recipient2::Name, Recipient2::Email, etc.

You can then use the Bulk Send feature to upload your CSV file and all 50 recipients are populated.

Be aware that if any of those 50 signers declines to sign, the entire envelope will be voided and you need to create and send a new envelope that everyone has to sign again. Also if a single recipient does not sign, the transaction will remain open until it expires and void the envelope as well. I understand you want to save envelopes by doing this, but be aware that the individual signatures are not valid until the document is fully signed. This can lead to rework and tracking that is be more expensive than the envelope costs saved.

Link to the DocuSign Support article: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=wtn1643071711000&topicId=kjz1578456386508.html&_LANG=enus

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
neethujkp
Frequent Contributor
neethujkpFrequent ContributorAuthor
Frequent Contributor
January 31, 2024

Thanks Michael. Very Helpful answer.

If you believe my answer effectively solves your problem, please remember to mark it as the best answer and consider following me.