Check before sending envelope

Forum|Forum|2 years ago
April 2, 2024
1 reply
92 views

Hello,
I'd like to be able to see the result of the bulk mailing before clicking on "Send".
I need to make this check. When I click on "Preview" I don't see the completed fields and I can't see the envelope of each recipient (indicated in my CSV file). This control is necessary for mass mailings.
Can you help me?
Thank you

eSignature

Best answer by Alexandre.Augusto

Hello, @Virginie

Welcome to the DocuSign Community!

Let me share what I do in such situation.

I use my Sandbox account where I can send free envelopes, test my Bulk Send batch using fake users/emails, I can see if everything worked fine if so, I do the Bulk Send operation in the production account.

To create your Sandbox account, access this link: https://go.docusign.com/o/sandbox/

It’s free.

I hope that helps!

Alexandre

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Virginie

Welcome to the DocuSign Community!

Let me share what I do in such situation.

I use my Sandbox account where I can send free envelopes, test my Bulk Send batch using fake users/emails, I can see if everything worked fine if so, I do the Bulk Send operation in the production account.

To create your Sandbox account, access this link: https://go.docusign.com/o/sandbox/

It’s free.

I hope that helps!

Alexandre

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