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Bulk Send

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Hello I am trying to send a bulk send envelope but i dont see it as an option when i am trying to send? Can you please advise?

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David.SchmitzAnswer

Hero

@NAHC Team Bulk Send needs to be enabled in the Permission Profile assigned to your DocuSign user and it has to be an available feature on your DocuSign Account. If enabled then when you create a new envelope or select “Use” on a Template it appears above the Recipients section while in Advanced Edit mode. Advanced Edit appears in the bottom right is you have chosen the envelopes to start in Quick mode which can be adjusted in a Template through the Advanced Options.

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David.Schmitz

Answer

Hero

@NAHC Team Bulk Send needs to be enabled in the Permission Profile assigned to your DocuSign user and it has to be an available feature on your DocuSign Account. If enabled then when you create a new envelope or select “Use” on a Template it appears above the Recipients section while in Advanced Edit mode. Advanced Edit appears in the bottom right is you have chosen the envelopes to start in Quick mode which can be adjusted in a Template through the Advanced Options.

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Alexandre.Augusto

Docusign Employee

Hello, @NAHC Team

The answer provided by @David.Schmitz in terms of what you need to be able in using Bulk Sent.

Here in this video from our YouTube channel you can see step-by-step how to use Bulk Sent.

I hope that helps.

Best,

Alexandre

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Christopher.Alpizar

Docusign Employee

Hi @NAHC Team,

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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Rae

Newcomer

Am having a hard time setting up a “bulk” send. The link to your video does not work. Can you resubmit it please. Thanks.

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Christopher.Alpizar

Docusign Employee

Hi @Rae,

I hope you are doing well.

I would like to confirm if you need further assistance, 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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