Can I create a document for multiple people, where each person fills out/signs the same document but they don't see the information the other people add?
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
There are a couple of ways to do what you want. If you need them to sign the same document but separately I recommend creating a template to pair it with either of the following options:
- PowerForms: your business can generate on-demand, self-service documents for signature. You’ll be able to eliminate document preparation time (by using a pre-existing template), and easily pull collected data into your existing applications. A link can be generated that can be emailed, sent via SMS (on certain enterprise plans), or embedded into your website. For more details on how to use PowerForms, please click on the link below: What is a PowerForm?
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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
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Web Forms: similar to PowerForms it creates a link that can be distributed to the needed recipients to sign their own documents: Web Forms Overview
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
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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