I have 40 documents to be signed two parties. The first party (Party A) will always be the same (in other words, Party A will sign all 40 documents). The counter-signing second party will be different for each of the 40 documents.
My question is: How do I send all 40 documents to Party A at the same time, while having the 40 counter-signers only receive their individual document (and not the 39 other documents that they will not be signing)?
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I understand you are looking to send the same document to Party A at the same time and to their needed counter parties (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: Bulk Send for Multiple Recipients
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).
Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
Compare eSignature plans & pricing
Let me know if this helps. If you need a little more assistance, please provide more details about what’s going on.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.