All,Does anyone know how to do the following on Docusign:send a form out on a regular/monthly basis. It is the same form sent each time. a group of people get emailed notification and a copy of the executed document after it is sent out monthly and filled in/executed.Any help is greatly appreciated. Thanks.

J

John Plauche

Newcomer

Solved

How can I send the same document out every month and after signature the signed document is sent to multiple people?

Forum|Forum|2 years ago
May 2, 2024
1 reply
150 views

All,

Does anyone know how to do the following on Docusign:

send a form out on a regular/monthly basis. It is the same form sent each time.
a group of people get emailed notification and a copy of the executed document after it is sent out monthly and filled in/executed.

Any help is greatly appreciated. Thanks.

Best answer by JohnSantos

@John Plauche

You can create a template and have it ready to go each month. It is not possible to have is go out on a regular/monthly basis. When you set up the template it can include all information needed and simple click Use and Send Now.

Your template can include people that will receive a copy once the envelope is completed. Use a signing order and add recipients that need a copy at the end of the workflow.

JohnSantos

Answer

Guru

@John Plauche

You can create a template and have it ready to go each month. It is not possible to have is go out on a regular/monthly basis. When you set up the template it can include all information needed and simple click Use and Send Now.

Your template can include people that will receive a copy once the envelope is completed. Use a signing order and add recipients that need a copy at the end of the workflow.

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