Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you would like to send a document to several recipients.

If you are looking to send the same document to many recipients at the same time (and are looking for a more feasible way to do it), you should consider using Bulk Sending.   

With Bulk Sending, you can use a .csv list of your recipients and upload that file during the envelope creation process. Once the list is uploaded, the rest of the envelope creation workflow will remain the same as sending out a single envelope for signing.

You can find detailed instructions regarding how to set up a Bulk Send batch, here: https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send 

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). 

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Yes

I need each of them to sign the document separately. So sending same doc to 19 people but need 19 signed docs. Is this possible with bulk send?

Hello,

Thank you for reaching back.

Yes, I would recommend creating a template for the needed document. Once you have that created select "Use" and there is an option in the recipient section that says import bulk list, if you click that you will have the option to download a sample CSV, which will give you the document so that you can add your recipients. Note, each row is a separate envelope, and each column is a field in the envelope.

How to create a template: https://support.docusign.com/en/guides/ndse-user-guide-working-with-templates 

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.

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Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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

Tried the above and get this error:

How do I Transition to Bulk Send v2?

Hello,

Thank you for reaching back.

It looks like you are trying to add the bulk send directly on the template, you need to create the template first with only the recipients, documents and fields. After it is created, and you select Save and Close, go to:

1. The templates tab
2. Locate the template you just created and select "Use"
3. From the new screen that appears, you may see the option marked in the image below

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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