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Hello, I'd like to send bulk envelopes using shared access. But when I log in and try to send envelopes, I'm not given the option to send bulk envelopes.
Solved
Bulk sending in shared access.
+2- New Voice
Best answer by Melanie.Panguito
Hello
Thank you for reaching out, and a warm welcome to the Docusign Community! We're grateful for your question and happy to share our knowledge.
We understand you are trying to bulk send on behalf of another user using Shared Access, however, you do not have the option. We're here to explain the behavior and clarify how the feature works.
While you can access and manage another user's bulk send envelopes through Shared Access, the ability to send in bulk through Shared Access is currently not supported. This is part of the feature limitation. For more details, please refer to the article: 👉 Shared Access to Envelopes - Limitations and other considerations
We recognize that this might be a limitation for your workflow, and we encourage you to consider submitting this as a feature suggestion 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.
As an alternative, you might consider sending it from your own user account and explore use of Envelope Custody Transfer Rules to automatically transfer envelope ownership to another user when envelopes are sent or completed:
Envelope Custody Transfer Rules
Add Envelope Custody Transfer Rules
While this could potentially help you achieve your desired outcome, we recommend testing the approach to ensure it meets your specific needs.
📌Note: Some advanced features and options are supported only in specific Docusign plans. If you're unable to access a feature discussed, contact your Administrator for details on your plan's features or visit our Plans and Pricing page for more information. 👉 Compare eSignature plans & pricing.
Hope it helps. If you found my response helpful, please consider marking it as the 'Best Answer' ✅to assist other community members with similar questions.
We're here for you if you have questions or need further assistance. Have a great day! 😊
Regards,
Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"
+18- Docusign Employee
Hello, I'd like to send bulk envelopes using shared access. But when I log in and try to send envelopes, I'm not given the option to send bulk envelopes.
Hi
Currently, DocuSign's shared access functionality does not support sending bulk envelopes on behalf of another user.
What I suggest to you is to send all envelopes from your account, and then use the Custody Transfer. Check more information on the article Envelope Custody Transfer Rules.
Please, let me know if I was able to help you with this question. If so, could you please click on the "Select as Best" option? Thank you!
- Community Moderator
- Answer
Hello
Thank you for reaching out, and a warm welcome to the Docusign Community! We're grateful for your question and happy to share our knowledge.
We understand you are trying to bulk send on behalf of another user using Shared Access, however, you do not have the option. We're here to explain the behavior and clarify how the feature works.
While you can access and manage another user's bulk send envelopes through Shared Access, the ability to send in bulk through Shared Access is currently not supported. This is part of the feature limitation. For more details, please refer to the article: 👉 Shared Access to Envelopes - Limitations and other considerations
We recognize that this might be a limitation for your workflow, and we encourage you to consider submitting this as a feature suggestion 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.
As an alternative, you might consider sending it from your own user account and explore use of Envelope Custody Transfer Rules to automatically transfer envelope ownership to another user when envelopes are sent or completed:
Envelope Custody Transfer Rules
Add Envelope Custody Transfer Rules
While this could potentially help you achieve your desired outcome, we recommend testing the approach to ensure it meets your specific needs.
📌Note: Some advanced features and options are supported only in specific Docusign plans. If you're unable to access a feature discussed, contact your Administrator for details on your plan's features or visit our Plans and Pricing page for more information. 👉 Compare eSignature plans & pricing.
Hope it helps. If you found my response helpful, please consider marking it as the 'Best Answer' ✅to assist other community members with similar questions.
We're here for you if you have questions or need further assistance. Have a great day! 😊
Regards,
Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"
- Community Moderator
Hi
How are you? We’d like to know if the suggested solution was useful or if it worked for you. If it did, can you please mark it as "Best Answer ✅"? This helps other community members find trusted answers.
Let us know if you still need further assistance. We're here for you! 😊
Regards,
Melanie | Docusign Community Moderator
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