newbie: do not know how to submit a "compliance training attendance list"

Question

Hi, newbie on DocuSign here… just my 2nd day on plataform!

We have a complaince training today 2pm (+30min from now). After training all people needs to sign a document do say they were present and listen to training (please do not ask why… here is Brasil!).

How we already did it:

We generate a new doc in Word, with all legal terms and send it to 20 people! Very hard work!

What we need / I wish we could to do:

Generate the .DOC withe legal terms and ONE space for signature and date/time and attach a CSV file for recipients (name, e-mail).

They receive the e-mail, open it, sign their names and it´s done.

Later we go to plataform to download ONE document with all 20 signatures to add to complaince process!

We’ve used to do it using a manual process to put each people name and indicating the exact space for his signature . So if there are 18 people, we need to put 18 signature fields, one for each person on template!

It’s SLOW and boring to do it.

There are any ways to create a single document, send it to a CSV list and put one mark for signature field and other mark for signature date and all users receive the document , fill them with your own signature and system updates date/time when signing is done?

Regards,

Jáder

marco.tanglao · Accepted Answer

Hello ​@Jader31,Thank you for reaching out to the Docusign Community.I recommend that you create a template for this document, this allows you to set a fields for each recipients in the envelopeso the next time you use it, you just only need to specify the recipients or download the CSV file, upload it and send it.You may follow the steps provided in the link below on how to create a template.How do I create a template?I hope this helps. Please "Select as Best" below if you find the answer to be useful.Best regards,Marco Paulo| Docusign Community Moderator

Jader31 · Answer

Hi ​@marco.tanglaoThis way I´ll end the process with ONE single document with all signatures on it?

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