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Legacy User
July 9, 2020
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I need to send one document to multiple people but when I send to multiple people they sign over one another. How can I send one document (the same document) to multiple people without them signing over one another?

  • July 9, 2020
  • 21 replies
  • 8413 views
I need to send one document to multiple people but when I send to multiple people they sign over one another. How can I send one document (the same document) to multiple people without them signing over one another?
Best answer by Community Expert

Thanks for that info. Basically, each recipient needs to get a separate envelope where they are the only signer since each copy of the document is a separate agreement and transaction.

First you'll want to create a template in DocuSign that includes your document and 1 Needs to Sign recipient. You give that recipient a Role name but leave the recipient's name and email blank in the template. You assign fields such as Signature to that recipient where you want them to sign.

You then send a separate envelope to each person who needs to sign by using the template and filling in their name and email address in that placeholder Role. You'll need to do that once for each person.

If your DocuSign account plan includes the Bulk Send feature, this can be simplified to send all 25 at the same time. The Bulk Send feature lets you use the template and upload a CSV file containing all of your recipients' name and email address. It then sends a separate envelope to each person.

21 replies

Legacy User
July 9, 2020

Hi @Sarah Menzina​ 😃

Do you mean that you want them to sign all at the same time instead of one after another?

if that's the case, go to your recipients list and untick the box "Set signing order"

If you follow that process, they will all receive the document at the same time, but you will have to resend the envelope.

Hope this helps!

Sofian Saoudi

Solusign - DocuSign Partner

Certified DocuSign Template Design & Implementation Specialist

E: sofian@solusign.com | W: https://www.solusign.com

Connect with me on LinkedIn

Book a FREE 30-min intro call with me:

https://calendly.com/solusign/intro-call

FREE DocuSign Training Videos:

https://www.youtube.com/playlist?list=PLFdeYlwF-LjBNq28zH_w-Wr5YoWvSAkmv

Legacy User
July 10, 2020

​no, it is not necessary for them to sign at the same time. They all need to sign one time, one document but sent to several different people (like 25 people)

when I tried sending the document to multiple people they sign over one another (the signature overlap)

Legacy User
July 10, 2020

One more clarifying question: are you trying to send these 25 people each their own copy of the document that they will be the only signer on their copy or are you wanting all 25 people to sign the exact same copy of the document?

Legacy User
July 10, 2020

​Each their own copy and they are the only signer - but its the same document

Docusign Employee
July 10, 2020

Thanks for that info. Basically, each recipient needs to get a separate envelope where they are the only signer since each copy of the document is a separate agreement and transaction.

First you'll want to create a template in DocuSign that includes your document and 1 Needs to Sign recipient. You give that recipient a Role name but leave the recipient's name and email blank in the template. You assign fields such as Signature to that recipient where you want them to sign.

You then send a separate envelope to each person who needs to sign by using the template and filling in their name and email address in that placeholder Role. You'll need to do that once for each person.

If your DocuSign account plan includes the Bulk Send feature, this can be simplified to send all 25 at the same time. The Bulk Send feature lets you use the template and upload a CSV file containing all of your recipients' name and email address. It then sends a separate envelope to each person.

Legacy User
July 10, 2020

​thank you so much for the help - one more question

how do I determine if my account plan includes BULK SEND- I am one of the administrators but I do not see this option in the sending settings/recipient roles

is this something that can be added ?

Legacy User
July 10, 2020

A couple of ways to check if you have Bulk Send:

  • Go to the admin console, look as the definition of your Permission Profile (probably DS Admin) and check whether there is an option enabled "Allow sending to bulk list"
  • Use the template. If you see a dialog box that prompts for the recipient details and a button at the bottom for "Advanced Edit" click that button. Do you see this option?Import Bulk List

Clicking the info icon at the end will allow you to download a sample CSV file with all the necessary column headings. Clicking the "Import a bulk list" link will prompt you to upload your CSV containing all the recipients who should get an envelope sent to them.

I'm not sure if you can add on just the Bulk Send feature or if you would need to upgrade to a higher account plan that includes Bulk Send.

Legacy User
July 10, 2020

Hi @Sarah Menzina​ 

I've created this step by step YouTube tutorial on how to Bulk Send Envelopes using a CSV.

If you're on a Business Pro or above you'll have access to CSV import.

Hope this helps!

Sofian Saoudi

SOLUSIGN

Certified DocuSign Template Design & Implementation Specialists

E: sofian@solusign.com | W: https://www.solusign.com

Book a FREE 30-min intro call with me:

https://calendly.com/solusign/intro-call

FREE DocuSign Training Videos:

https://www.youtube.com/playlist?list=PLFdeYlwF-LjBNq28zH_w-Wr5YoWvSAkmv

Legacy User
July 11, 2020

Thanks the videos were helpful

Legacy User
July 11, 2020

@Carolyn Burnley​ 

Thanks a lot for your feedback. Please don't hesitate to reach out if you need some help with DocuSign. Also, a great way to say thanks is to like the video and leave a comment :) have a nice weekend!