Hello,
i will be creating a form for each employee at the company.
The form would be specific to them with pre-filled name and information, they will need to sign or acknowledge.
I'm looking for the most efficient way to disseminate to each individual employee. The most important is to make sure that the correct document goes to the right person. how can i do it ?
thanks
Hi
Thank you for reaching out to the Docusign Community.
For this scenario, I would suggest you look into our Bulk Send feature. With Bulk Sending you can automate the sending process so the same set of documents can be sent and customized separately for all the recipients included in your .CSV file. We recommend coupling the Bulk Send process with an existing eSignature template. In this way, you’ll be able to download a customized .csv file for your template, which includes column headers specific to your roles and fields. You can find details on how to create a Template, generate your custom .CSV file, and send a Bulk Batch, here:
To create a template
Generate a customized CSV file for the bulk recipient list
Bulk send from a template
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.
Compare eSignature plans & pricing
Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
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