Hello,

Thank you for reaching out here in the DocuSign Community.

If you are looking to send the same document to many recipients at the same time (and are looking for a more feasible way to do it), you should consider using Bulk Sending. 

With Bulk Sending, you can use a .csv list of your recipients and upload that file during the envelope creation process. Once the list is uploaded, the rest of the envelope creation workflow will remain the same as sending out a single envelope for signing.

You can find detailed instructions regarding how to set up a Bulk Send batch, here: https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send 

We recommend coupling the Bulk Send process with a template. You’ll be able to download the data from the template’s .csv file, which includes column headers specific to your roles and fields (if needed). 

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

Thanks, I do understand how to bulk send, but that is for the same exact document for each recipient.

In this case, each recipient receives a customized version of the same document (a contract with their name and salary amount)?

Hello,

Thank you for reaching back.

If it's going to be a personalized document, and you already have a template created, you can just apply the template to the personalized document, however, this will be a one-by-one process: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=yav1578456266212.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

 The link  https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send you shared in the first post does not work. I am looking for instruction on bulk sending.

Hello,

Thank you for reaching out here in the DocuSign Community.

You can find more information on how to prepare your template for bulk sending at the following link (it is always recommended to create a template to then use for a bulk send):https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=wtn1643071711000&topicId=sed1578456384133.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

Hello,

Thank you for reaching back.

We consider an envelope to be each send, so if you apply the same template to 3 different documents and send them together, that would be an envelope and will be discounted from your total envelopes as such (as 1 envelope, even though it contains 3 documents with the same template applied on all three documents), but if you apply the template to 3 documents in different instances and send them separately it will be counted as 3 different envelopes and will be discounted as such.

I hope that makes sense.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!