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Legacy User
July 9, 2020
Solved

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
March 9, 2021

This is quite frustrating - I have many people we need to send the same document to and each one needs to separately sign the same document (so we will have several of the same document signed by different people) - are you saying instead of adding additional recipients to the envelop, we have to create a separate envelop for every single recipient?

Legacy User
March 9, 2021

@Paul Brodersen​ Each envelope is a separate agreement between the sender an ALL the signing parties. In theory you could send one envelope with 10 copies of the same document, 10 recipients, and assign each of the recipients Signature fields on a different copy of the document within that envelope. Each signer will also be able to see all the other parties who are also signing a copy of the document. But be aware the entire envelope succeeds or fails together. So if even 1 person declines to sign or fails to sign before the envelope expires, the entire envelope will be VOIDED, even the documents that were already signed by the other 9 people. None of the documents will be valid until all 10 are signed and completed.

If each document is a distinct agreement between you and the signer, you really should send each person their own envelope.

Legacy User
March 9, 2021
Same document to  several that need to sign Sent from Yahoo Mail for iPhone
Legacy User
January 13, 2022

What if I send a document to 10 signers and only 9 of them sign. I'd like to use that document with only the 9 signatures. is that possible?

Legacy User
January 13, 2022

@Prashant Kothari​ the envelope won't complete while there are still pending signers (although it will eventually void if not completed). You could Correct the envelope to remove the signer from the workflow. Then, since all the other people have already signed, the envelope will complete and you'll have a valid agreement with those 9 signers.

Legacy User
January 14, 2022

I had a similar issue

Legacy User
January 14, 2022

@Michael Levy​ I'm a docusign dweeb + have the basic account that only allows 5 sends. I'm sending an agreement to 20 recipients but it's possible that three or four of those recipients may not be interested in the agreement and not sign. if so, can I adjust the recipients list in my document send settings to remove the non-signers?

Legacy User
January 14, 2022

@[Prashant Kothari]​

Is this document a separate agreement between you and each of those 20 people​ independently or is it a joint agreement between all of the 20 individuals?

If the former, you really don't want to send one envelope that all 20 people need to sign. They are not each getting their own personal copy of the document. Those individuals are all signing the exact same copy of the document and would all see each other's name and email address. Plus if one person clicks DECLINE, the entire envelope is voided. Even if 15 people signed and then #16 declines, all 15 signatures become VOID.

In the paper world, that would be like printing 1 copy of ​the document then carrying it to 20 people and asking them all to sign that same printout. 15 people sign and then the 16th person takes it from you and tears it up in your face.

It sounds like you're trying to find a way to send 20 envelopes when you're only allowed 5. If that's your goal, give up now because you can't game the system​.

One envelope = one copy of the document

If you really do want 20 people to sign the exact same copy of the document, then my prior instructions stand to Correct the envelope which allows you to remove a recipient from the envelope.

Legacy User
January 14, 2022

@michael levy... Umm, not sure how I'm "trying to cheat the system" when I'm not even sure what the system is.

re your question if this is "a joint agreement between all of the 20 individuals?" = it's actually a subscription agreement between me AND any of the 20 members that choose to subscribe by signing up. If they don't sign up, they're not subscribers and I'd like to remove them from the system.

Legacy User
January 14, 2022

Then your goal is to get 20 separate agreements signed, one from each person. That means you need to send each person their own envelope for all the reasons previously mentioned.