Bulks sending view only documents

Hello @Sarah,

Thank you for reaching out, and welcome to the Docusign Community! We are thrilled to have you here and look forward to sharing as much knowledge as possible.

I am sorry to hear about the issue you are having with Bulk Send and rest assured I will make efforts to help. Please help me gain a clearer understanding of the issue so that I can offer an accurate solution.

• Could you provide more details of the issue? Are you referring to the merge field mentioned in these articles: “Use Merge Fields in the Template Email Subject to Customize Envelopes and To create a template with merge fields for bulk send,” or are you talking about the assigned field which gets removed when changing the role from ‘needs to sign’ to ‘needs to view’?
• Please describe, step-by-step, what you were doing when the issue appeared.
• Are you doing this through the standard DocuSign website (www.docusign.com) or using an integration such as Rooms, Salesforce, CLM, Microsoft, etc.?
• How many recipients are in your template, and what roles do they have (Needs to view/Needs to sign)?
• Do you have any error messages or screenshots related to the issue that you could share?
• Is it possible for you to attach the JSON file of the template without including any Personally Identifiable Information? Here’s how you can download it: Download Templates

I look forward to your response. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

Hello ​@saraho,

I hope you are doing well. Just checking to see if you are able to provide the information that I previously requested? If so, please do so in a reply to this question so that I can further assist you with your issue. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

Hi Melanie 

I am referring to the assigned field which gets removed when changing the role from ‘needs to sign’ to ‘needs to view’?

 We are sending docs that do not need acknowledgement or signature, only as an FYI.  They only  need to view it . When I do the bulk upload it still states that the recipient needs to sign, when they do not need to. The document has merged fields , so its not a standard identical document across the board. They are personalized.  How can you bypass the assigned role being removed when we select “View Only “

Thanks 

Sarah

Hello ​@saraho,

Thank you for the explanation. Currently, it is not feasible to bypass this because the fields were specifically assigned for the recipient role responsible for signing them. If the role is changed to “Needs to View,” those assigned fields will be automatically removed. Since your goal is for recipients to merely acknowledge by viewing the envelopes, you can use the Template, change the recipient’s role from “Needs to Sign” to “Needs to View” (which will result in the automatic deletion of assigned fields), and then click on Bulk Send. If you are using an old CSV file, you will need to download a new one, input the recipient details into it, and then upload and send it. I highly suggest conducting some tests beforehand. Please be assured that your original template with “Needs to Sign” recipient roles and their associated fields remains saved in your Templates for future use.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Let us know if you need further assistance with this. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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