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


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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

Best answer by marco.tanglao

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 envelope so 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
 

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4 replies

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  • Community Moderator
  • 415 replies
  • Answer
  • February 25, 2025

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 envelope so 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
 


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  • Author
  • Newcomer
  • 1 reply
  • February 25, 2025

Hi ​@marco.tanglao 

This way I´ll end the process with ONE single document with all signatures on it?


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  • Community Moderator
  • 415 replies
  • February 26, 2025

Hello ​@Jader31 ,


That’s correct. You need to create a template with blank or pre-defined recipients. When the envelope is used, you just need to specify the recipients, and there is no need to place fields for each recipient.

I hope this helps. Please "Select as Best" below if you find the answer useful.
 
Best regards,
Marco Paulo| Docusign Community Moderator


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  • Community Moderator
  • 415 replies
  • March 5, 2025

Hello ​@Jader31,


I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator