How can I use the Bulk emailing function to not only Email a list of people, but also CC attached documents to their alternative address in case they don’t utilize their work email often? So in my CSV I have their primary address and secondary address and I want to bulk email each person, the primary address receives the document for signature, and the secondary just receives a notice with a copy of the attached documents.
Also, can I reference their primary email in my DocuSign message to them that is tagged to the “Custom email for each recipient”? this way they will know what email I sent it to and can login to it to respond.
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Hello @Fizics316,
Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community.
Yes, it is possible to use the bulk sending feature to send the signature to the recipient's primary email and CC their secondary email with the attached copy of the documents.
First, you must create a template.
Add recipients placeholder. (Fill in the “Role” and keep the Name and Email blank) -- Make sure to select “Set signing order.”
Here’s a sample -- the first recipient will be for signing, and the second is the carbon copy recipient
Click Next > add fields to your document, then Save and Close
Go to the Templates tab > locate the template you just created and select “Use” > click the Advanced Edit > Bulk send
Make sure to download the sample CSV file; it will automatically populate a column where you will enter the recipients details
Here’s a sample
Columns A and B - this is where the envelope will be sent for signature Column D - this is where they will receive a copy of the envelope
Make sure to fill it all in and save> Upload the CSV file > review the fields on your document, and Send.
The recipient should receive the email for signature, and once completed, a copy will be sent to their secondary email.
I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions and locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!
Best regards,
Jenny| Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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