Bulk Sending Contracts with Authentication

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

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

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

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