How to bulk send from a shared access account from a temaplate

Forum|Forum|2 years ago
May 28, 2024
3 replies
276 views

Hello,

Is it possible to do as the title says, and to bulk send a template that’s been shared to a shared account? This is because we need to send out many documents to be signed and we would prefer they come a shared mailbox (ie company@company.com) rather than an individual (johndoe@company.com) so that the emails look more authentic, and so one individual mailbox isn’t flooded with notifications.

When trying to do this it looks like the “bulk send” option disappears for the shared account, but it is available from the individual account. If this functionality isn’t available, are there any plans to implement it in the future?

Thanks for any info anyone can provide!

Best answer by JohnSantos

@wdyoungquist - I would recommend a Custody Transfer for your Bulk send. You can use generic account or service account of your choice like company@company.com. You can find more information here. Envelope Custody Transfer Rules (docusign.com)

JohnSantos

Answer

Guru

@wdyoungquist - I would recommend a Custody Transfer for your Bulk send. You can use generic account or service account of your choice like company@company.com. You can find more information here. Envelope Custody Transfer Rules (docusign.com)

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W

wdyoungquist

Author

New Voice

Thanks for the suggestion! I’ll give this a try and comment back if it works for the situation we have.

A

Alejandro.Ramos

Docusign Employee

Hi @wdyoungquist,

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