Send Multiple Emails

Question

I have 284 separate documents that need to be emailed to different people. Each person gets 1 of the documents as an attachment. The cover letter to each person is the same. I normally use Microsoft Outlook to send each individual email and have to write the cover letter 284 times. Does DocuSign have a functionality for this that would make the process more efficient?

JohnSantos · Accepted Answer

@DsweeneyYou can use the bulk send feature in DocuSign to send customized letters to multiple recipients. While the cover letter remains the same for all recipients, you can use standard fields to personalize each letter based on the recipient's information. After creating a template, you can download a sample CSV file, which you can then populate with the necessary information for each of the 284 recipients.

Alejandro.Ramos · Answer

​Hi @Dsweeney,I hope you are doing well.I would like to confirm if you could solve your issue by utilizing the suggested solution?If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Alejandro R. | Docusign Community Moderator "Select as Best" below if you find the answer a valid solution to your issue!

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