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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 27, 2022

@Michael Levy

How would I send a waiver to 250 "invitees" that requires a signature from the person attending event (students) and a parent for it to be complete--from the thread above it seems to be one envelope with multiple signers, but in bulk...I've never used the software