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Newcomer
April 2, 2024
Solved

Check before sending envelope

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

Alexandre.Augusto
Docusign Employee
April 2, 2024

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

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

1 reply

Alexandre.Augusto
Docusign Employee
Docusign Employee
April 2, 2024

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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Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com