I'm sending a doc to 300 clients, 1 email per family but need spouse to sign too. Any idea how to get a 2nd signature when using the bulk feature?

Forum|Forum|7 years ago
December 11, 2018
5 replies
119 views

eSignature

Best answer by Community Expert

Yes it makes sense. Basically, this has several components, setting up the Bulk Send based on Role, creating a Template and setting Recipient Order. The trick is also to address, perhaps in a personal note, that each Recipient/Signer is separate, so the first to sign needs to be Parent A and the next Signature needs to be from Parent B. Add "Name" tags to differentiate, if possible, to your form which adds the name based on Recipient, which might help.

C

Community Member

Legacy User

Bulk recipients feature supports multiple recipients. See the following DocuSign article....https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send

C

Community Member

Legacy User

Right. What I need is one email to each client but 2 signatures using bulk since I have 300. So If David & "wife" Schmitz are one of my 300 clients, how can I get your spouses signature as well if I only have your email address? Does that make sense?

C

Community Expert

Answer

Docusign Employee

Yes it makes sense. Basically, this has several components, setting up the Bulk Send based on Role, creating a Template and setting Recipient Order. The trick is also to address, perhaps in a personal note, that each Recipient/Signer is separate, so the first to sign needs to be Parent A and the next Signature needs to be from Parent B. Add "Name" tags to differentiate, if possible, to your form which adds the name based on Recipient, which might help.

C

Community Member

Legacy User

Dident recognize signatures

C

Community Member

Legacy User

I would suggest starting a new thread with your questions, there is not enough information and I cannot tell if this corresponds to the original thread.

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