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I have read every post here and seen all the videos but the Bulk Send option still not showing on my options to send any template. I have also open a case 5 days ago and have not received any type of support from docusign. Any idea on what I can do? This service will not work for us if I can’t bulk send my documents.
Solved
Bulk Send option is not showing after upgrading to a Business Pro account
+1- New Voice
Best answer by Jenny.Martin
Hello
Thank you for reaching out to the Docusign Community. If you’re the sole user on the account, your default permission is set to DS Admin. In this case, you wont be able to modify your own permission unless another user with admin access does it for you.
If you are not seeing the Bulk Send option, follow these steps.
Go to Admin > Sending Settings > make sure Enable Bulk Recipients is checked then log out and log back in to refresh the settings.
If the option still doesn’t appear, feel free to send me a private message and include the case number of the support request you submitted. I’ll be happy to take a look and follow up with support.
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
- Community Moderator
Hello
Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community.
I understand that you just upgraded your plan, but the bulk send option is still missing. Rest assured that I will do my best to assist you.
Have you tried enabling the bulk recipients from your account settings? If not, please follow the steps below.
- Go to Admin > Sending Settings
- Under Recipient Roles > check “Enable bulk recipients”
Then, try logging out and back in from your account and checking if the bulk send option is now visible.
I hope this is helpful. If you consider the response above useful, please click “Select as Best” to mark it as the “Best Answer ✅.” This will assist other users with similar questions in finding it more easily. Should you require any additional assistance, feel free to reach out. Thank you!
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
+1- New Voice
Hi Jenny,
Thanks for taking the time to answer. I have tried what you suggest several times with no luck. I still cannot see this bulk send option.
- Community Moderator
Hello
Thank you for your reply.
As you mentioned, you already submitted a case. Can you please send me a private message and provide the case number so I can check it further and follow up?
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
- Community Moderator
Hello
I hope you are doing well. I want 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,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
- Newcomer
I am having the same issue. I just upgraded and cannot access the Bulk Send functionality. I get an error when I try to edit my user to set permissions (An error occurred while getting user data).
I have sent a message to tech support but am not getting a reply?
- Community Moderator
- Answer
Hello
Thank you for reaching out to the Docusign Community. If you’re the sole user on the account, your default permission is set to DS Admin. In this case, you wont be able to modify your own permission unless another user with admin access does it for you.
If you are not seeing the Bulk Send option, follow these steps.
Go to Admin > Sending Settings > make sure Enable Bulk Recipients is checked then log out and log back in to refresh the settings.
If the option still doesn’t appear, feel free to send me a private message and include the case number of the support request you submitted. I’ll be happy to take a look and follow up with support.
Best regards,
Jenny | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
- Newcomer
I am having the same problem with my account not showing or allowing me to bulk send.
- Community Moderator
Hello
Thanks for reaching out here in the Docusign Community—great to have you here!
To confirm, when you try to create an envelope, the “bulk send” option does not show up under Add Recipients?
Were bulk recipients successfully enabled in the Sending Settings?
Looking forward to hearing from you.
Regards,
Jenny | Docusign Community Moderator
- Community Moderator
Hello
I hope you are doing well. I want 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.
Regards,
Jenny | Docusign Community Moderator
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