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I am supporting a client that needs assistance creating a bulk send and have not used this feature before. I understand I will need to import a bulk list, but what is the proper format for the list and how many documents can I add to be sent in a bulk list?

Hello,

 

Thank you for reaching out here in the DocuSign Community.

 

With Bulk Sending, you can use a .csv list of your recipients and upload that file during the envelope creation process (we recommend not adding more than 50 rows in the CSV, each row would be a separate envelope). Once the list is uploaded, the rest of the envelope creation workflow will remain the same as sending out a single envelope for signing.

 

We recommend coupling the Bulk Send process with a template. You’ll be able to download the data from the template’s .csv file, which includes column headers specific to your roles and fields (if needed).  You can find detailed instructions regarding how to set up a Bulk Send batch, here: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=wtn1643071711000&topicId=sed1578456384133.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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