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Bulk Sending Contracts with Authentication

Forum|Forum|1 year ago
March 31, 2025
4 replies
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Can I bulk send a contract using a tempate and csv for the data so that each document is unique to the employee’s contract with a unique cell phone number for each row for OTP for the signer? Also, if someone with a seat on our account is going to countersign the contracts is that a second envelope or the same envelope?

Best answer by Alexandre.Augusto

Hello, @gershone

Yes, you can.

Regarding “if someone with a seat on our account is going to countersign the contracts is that a second envelope or the same envelope?” A: if such user is in the same line in the .CSV file so you don’t need a second envelope. In the .CSV file each line represents ONE envelope where you can have many columns as necessary, for example, columns for the external and/or internal recipients.

This video explains how to use Bulk Send:

This checklist explain everything you need in the .CSV file to be used for the Bulk send operation:
Bulk Send Checklist

https://dsucustomers.docusign.com/km-guide-docusign-bulk-send-best-practices-checklist/2135879

I hope that helps, if so, I’d appreciate your Like here.

Best,

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @gershone

Yes, you can.

Regarding “if someone with a seat on our account is going to countersign the contracts is that a second envelope or the same envelope?” A: if such user is in the same line in the .CSV file so you don’t need a second envelope. In the .CSV file each line represents ONE envelope where you can have many columns as necessary, for example, columns for the external and/or internal recipients.

This video explains how to use Bulk Send:

This checklist explain everything you need in the .CSV file to be used for the Bulk send operation:
Bulk Send Checklist

https://dsucustomers.docusign.com/km-guide-docusign-bulk-send-best-practices-checklist/2135879

I hope that helps, if so, I’d appreciate your Like here.

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

G

gershone

Author

Newcomer

Thank you. Can we setup bulk unique authentications for each row?

M

Melanie.Panguito

Docusign Employee

Hello @gershone,

I hope you are doing well. Yes, it is possible. The authentication information is entered in the bulk recipient CSV file directly. Please see articles:

Add Authentication Settings for Bulk Send

Add Recipient Authentication/Identity Verification Information to a CSV

Let us know if you need further assistance. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

M

Melanie.Panguito

Docusign Employee

Hello @gershone,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, let me know and I will gladly help you address the situation as soon as possible.

Let us know if you need further assistance. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

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