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September 25, 2024
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Securing HR documents

  • September 25, 2024
  • 2 replies
  • 105 views

I have been asked that we create a process for HR to send out bulk Policy Guides for the company where they can accept or decline the policy.  The Toggle seems each but is there a way to bulk send to all users as a BCC format?

 

Second question is who would have access to the answers?  Would it be the sender only or would admins aka IT have access also?

 

John

Best answer by Inki.Kim

John - if you use the Bulk Send feature, each recipient will receive the envelope from the sender and will not be able to see the other recipients that were part of the batch.  As for visibility, admins (as well as senders) will have the ability to view the envelope data.  If that is a concern, we would recommend opening a separate sub-account with only members from the HR as Admins and send the envelopes from there.

2 replies

Inki.KimDocusign EmployeeAnswer
Docusign Employee
September 25, 2024

John - if you use the Bulk Send feature, each recipient will receive the envelope from the sender and will not be able to see the other recipients that were part of the batch.  As for visibility, admins (as well as senders) will have the ability to view the envelope data.  If that is a concern, we would recommend opening a separate sub-account with only members from the HR as Admins and send the envelopes from there.

Docusign Employee
October 30, 2024

Hello @John.Dillon ,

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Nathaly | Docusign Community Moderator
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