Bulk Send with Conditional Spousal Consent Recipient

Hi ​@Lurence_Martel,

Welcome to the Docusign Community — we're glad you're here, and happy to share knowledge with you!

We understand you are looking for advice on Bulk Sending configuration, and we’re here to provide guidance and clarity.

Optional/Conditional routing would require the recipient's information to be entered ahead of time. In your use case, you'd have to use an Agent Managed Role at some point in the process to address additional recipients. Unfortunately, this is not supported in Bulk Send. The intent behind Bulk Sending envelopes is to streamline them into simple agreements that are automatically routed to a predetermined number of recipient roles.
Agent Managed roles, in this case— Specify Recipients, when one of these roles is included, you can leave information for signers in subsequent signing roles blank, with the intention of a specific recipient filling in the remaining details. See 👉 Manager Recipients

The important note is that the Managed Role selected needs to be appropriate for your business use. Specify Recipient roles are specifically allowed to enter missing details, where Update Recipients and Allow To Edit give a higher level of control, including adding/removing additional recipients, up to correcting the overall agreement as if they were the envelope sender.

Furthermore, if you have access to Powerforms or Maestro, you can explore non-bulk options that give varying degrees of control for this situation. You are also welcome to provide feedback and suggestions for our development team's consideration for potential implementation. You can share this on our Ideas board: Submit a feature request. That’s where ideas from Docusign users like you can submit ideas to improve DocuSign’s features, and where you can also vote on ideas from other members.

📌Heads up: Some features discussed may be exclusive to certain Docusign plans. To confirm features available in your current plan, connect with your account administrator or explore our Plans and Pricing for more details.  Compare eSignature plans & pricing.

I hope you find this helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you have questions— we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"

Hi Melanie,

Thanks for getting back to me and for the detailed explanation. My challenge was that I needed to send envelopes to about 300 recipients with customized data, which was difficult to manage without the bulk tool.

I was able to create a Power Automate workflow that will run and send the 300 individual envelopes with customized tags, which allowed me to avoid using Bulk Send and the limitations you outlined.

I really appreciate your guidance and pointing me toward the available options — it helped me think through an alternative approach that worked well in this case.

Greatjob! Glad you found an alternative that works for you ​@Lurence_Martel. 

We would greatly appreciate it if you could mark your answer as Best ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you hit any snags or need further assistance— we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"