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I have a partnership agreement that all partners need ro sign

  • October 18, 2024
  • 2 replies
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So I have a partnership agreement that 180 partners need to sign. They all need to sign the same knw. So 180 signatures on a single document. 

What's the easiest way to set that up?  I assume bulk upload?  The Excel file has their name, email, and they are in the order they need to sign. The document has a line where each partner needs to sign. It's basically about 20 blank pages with blank lines. Would I put a name field and a signature field on each line?  Do I label the data property on each signature field and name field? Just curious how k would set that up on the PDF and then the csv file

 

Thanks!

Best answer by Michael.Rave

@Dmagerdavedsp 

There can only be up to 99 recipients in a single envelope. You can create a template, create 99 recipient with role names, assign the signature fields and names to pre-fill via the CSV file.

Then create a second template for the remaining 81 recipients.

After the first envelope with 99 signatures is completed, forward this envelope and apply the second template. You can use a second CV file to fill in the remaining 81 recipients and sent it for signature.

 

The CSV files need to include the role name, together with the email address and the name. You can download an example after you created the template so you get the correct CSV structure.

You are using Docusign BulkSend functionality with a single line, as there is only one envelope.

    Jerry.Withers

    2 replies

    Michael.Rave
    Docusign Employee
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    • Michael.RaveDocusign Employee
    • Docusign Employee
    • Answer
    • October 18, 2024

    @Dmagerdavedsp 

    There can only be up to 99 recipients in a single envelope. You can create a template, create 99 recipient with role names, assign the signature fields and names to pre-fill via the CSV file.

    Then create a second template for the remaining 81 recipients.

    After the first envelope with 99 signatures is completed, forward this envelope and apply the second template. You can use a second CV file to fill in the remaining 81 recipients and sent it for signature.

     

    The CSV files need to include the role name, together with the email address and the name. You can download an example after you created the template so you get the correct CSV structure.

    You are using Docusign BulkSend functionality with a single line, as there is only one envelope.

    "Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
    C
    Community Moderator
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    Hi @Dmagerdavedsp,

    I hope you are doing well.

    I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

     

    Best regards,

    Christopher | Docusign Community Moderator

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

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