Bulk send issues - I see bulk send in my menu but when I go to use a template to send a bulk envelope I do not get the option to upload bulk users. Any ideas?

@Sarahh49 Make sure when you select “Use” on the Template that you then select “Advanced Edit” mode in the bottom right corner, you should see the Bulk Send at that point. If you do not make sure you logout and back in after the Permission Profile was updated.

After selecting “use”, I only see “advanced options” in the upper right corner and when I select that I do not see anything about bulk send options. Maybe it’s still a permissions issue.

Hi @Sarahh49,

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.

I am having the same issue and none of the solutions work. I downloaded the permissions profile and I should be able to bulk send but the option does not present itself when using a template. 

Hello @kaffyk,

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community, we are committed to providing you with the best service possible.

I apologize for any inconvenience this might cause you, is the email used to create your community user, is the same as the one as your Docusign user?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

Hello! I had the same issue, and this is how I fixed it:

The only way I could get the bulk send option to appear when using a template was by going to the Agreements tab, then the selecting the Bulk Send option from the left hand panel (you may have to hit Show More first), then I select Start > Envelopes > Use a Template. These steps seem to trigger the bulk send option to appear in the recipients section.

This fix was alluded to in this help topic, but the videos on how to bulk send are outdated and don’t show the approach that works. 

I hope this helps someone, or that Docusign can fix this issue soon!