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Bulk Send Privacy?

Forum|Forum|2 years ago
April 16, 2024
4 replies
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I want to send an authorization form with Bulk Send. Will they see each other’s names and addresses? Or will it simply send that form to each individual as if it was going to only them?

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Best answer by Alexandre.Augusto

Hello, @Michelle

Welcome to the Docusign Community!

Answer: Depends.

In your .CSV file to be used in the Bulk Send operation, each line represents an envelope. The columns the names, emails, and other fields if you’re using additional fields in your envelope or template.

That said, imagine this scenarios:

The CSV files contains more than one recipient (column) as below:

Four envelopes will be sent for two recipients at time, in this example: Alex will see the document signed by Sally when it’s his turn to sign.
The CSV files contains only one recipient by line (one column only for the employee recipient):
Four envelopes will be sent. Each one has just one recipient. Nobody will see the others envelopes sent, except the Sender, of course.

I hope that shed some light in your question.

Best,

Alexandre

D

David.Schmitz

Hero

@Michelle Each individual row in the CSV or the manual input is considered an individual envelope. As with regular envelopes the Bulk Send envelopes created will only be seen by the Recipients in that envelope.

M

Michelle

Author

New Voice

Thank you so much, David! I haven’t used the feature yet and was nervous.

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Michelle

Welcome to the Docusign Community!

Answer: Depends.

In your .CSV file to be used in the Bulk Send operation, each line represents an envelope. The columns the names, emails, and other fields if you’re using additional fields in your envelope or template.

That said, imagine this scenarios:

The CSV files contains more than one recipient (column) as below:

Four envelopes will be sent for two recipients at time, in this example: Alex will see the document signed by Sally when it’s his turn to sign.
The CSV files contains only one recipient by line (one column only for the employee recipient):
Four envelopes will be sent. Each one has just one recipient. Nobody will see the others envelopes sent, except the Sender, of course.

I hope that shed some light in your question.

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

C

Christopher.Alpizar

Docusign Employee

Hi @Michelle,

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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