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I have approximately 300 contracts to send to clients and would like for them to DocuSign but I can't figure out how to do this.. I also have to send invoices with contracts. Can anyone help me?

Hello, 

Thank you for reaching out here in the DocuSign Community.

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). 

If you run into challenges, please create a Customer Support case by clicking the link below:  

https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, scroll down further on the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards,

Nathaly | DocuSign Community Moderator


Each of my contracts are different. There is no two alike.


Hello, 

Thank you for reaching back.

In that case, the envelopes would have to be prepared one by one, if there is a document that is similar you can create a template and apply it to the envelope, that way the fields get automatically applied, and it decreases the preparation time: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=yav1578456266212.html&_LANG=enus

If you believe that you need further assistance, you can create a Customer Support case and a Tech Expert will be able to help. Please click the link below to open a Support case: https://support.docusign.com/en/contactSupport 

If you’re not able to open a Customer Support case via the above link, you can scroll down the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue!

Best regards,

Nathaly | DocuSign Community Moderator


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