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February 20, 2025
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Get CFO to sign one copy as a template before I send the signed CFO copy to 100 different customers

  • February 20, 2025
  • 1 reply
  • 86 views

Hello, 

 

My CFO is the past has signed over 100 docusigns that we send to him and each of our customers each year on one date. Is there a way to get the CFO to sign one copy and then have it be sent to all the respective parties to sign their individual copy? 

 

I am trying to avoid him having to sign 100 copies again of the same document. 

Best answer by JohnSantos

@mcrowle5_TN 

Your best option is to have your CFO sign the document first before using the Bulk Send feature. To do this, have the CFO sign a master copy of the document outside of DocuSign (such as a manually signed PDF or a signed DocuSign envelope). Once you have the signed version, upload it as the document for your Bulk Send campaign. This way, when you send the envelope to your recipients, they will receive the pre-signed document and only need to add their own signatures. Let me know if you need help setting this up!

1 reply

JohnSantos
Guru
Guru
February 20, 2025

@mcrowle5_TN 

Your best option is to have your CFO sign the document first before using the Bulk Send feature. To do this, have the CFO sign a master copy of the document outside of DocuSign (such as a manually signed PDF or a signed DocuSign envelope). Once you have the signed version, upload it as the document for your Bulk Send campaign. This way, when you send the envelope to your recipients, they will receive the pre-signed document and only need to add their own signatures. Let me know if you need help setting this up!

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.