Scenario: We have mail-merged letter agreements (with their name and unique details) for our new hires to sign. Before they sign it, we need our director to sign each agreement via DocuSign.
Question: Is there a way to send all the mail-merged agreements to the director for signature in one go, before DocuSign sends the letter agreement and another document to the new hires, who then receive their unique DocuSign envelope to sign?
Hello
Thanks for reaching out, and welcome to the Docusign Community!
Yes, you can send all agreements in one go using the bulk send process, but the director will still need to sign each envelope before it moves on to the respective new hire. To make this work, you’ll want to configure the signing order so the director is always first. The system will hold the envelope until the director signs, and only then will it be routed to the new hire. Each new hire will only ever see their own agreement.
You can refer to the following articles for detailed guidance on Bulk sending:
Create a Template with Merge Fields for Bulk Send
Bulk Send for Multiple Recipients
Should you require any additional assistance, feel free to reach out. Thank you!
Best Regards,
Jenny | Docusign Community Moderator
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