Multiple documents: single signer with variable counter-signers

Question

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)?

nathaly.monge · Accepted Answer

Hello ​@Steven3016,Welcome to the Docusign Community and thank you for posting your concerns!I understand you are looking to send the same document to Party Aat 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 RecipientsWe 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 & pricingLet 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!

nathaly.monge · Answer

Hello ​@Steven3016,If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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