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Hello,

I often use the bulk send and I would like to export to csv/excel a summary of status by recipient, and downlowd the documents for a whole enveloppe.

Now I need to click on each line, there is no option “select all”

is there a way to do it?

thanks

Hi @Marie Maurier !

To select multiple envelopes at the same time in the Manage menu, simply select the first envelope in the list > hold Shift on your keyboard > and click on the last envelope in the list. This way, you will select all envelopes in the range.

However, I would like to point out that even if you do this action, there will not be an option to massively download the selected envelopes, what will only be the Export to CSV option.


Please, let me know if I could answer your question. Thank you!


Hi @Marie Maurier,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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


Hi Team, this solution did not work. I am not even able to select the last envelope in the bulk send list when I am holding down “Shift.”

Any other strategies? I would like to send a progress report in CSV form.


@psmakis - Your best option is to run an Envelope Recipient Report.   You can add the Status and the Recipient to the report.   You can also have sent to you on a regular basis if you create a schedule.


Hi @psmakis,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

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


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