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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?
- Legacy User
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.
- 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
- 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?
- Docusign Employee
- Answer
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.
- 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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