Sending 3 different forms (NDA, ICA, W9)

Forum|Forum|2 years ago
February 21, 2024
3 replies
156 views

Hi.

When I upload 3 different forms with multiple recipients (my account is not yet upgraded to bulk sending). Does this mean that each recipients will receive the form individually and signed them individually as well?

I dont want the other recipients to see who else received the forms. Is it default it docusign that recipients will not see the others who received the same form?

eSignature

Best answer by Michael.Rave

@DaynaSmith

The DocuSign BulkSend functionality is there to support the sender to more easily create similar envelopes to multiple recipients. For each line in your CSV file it will create a separate envelope automatically. There is no connection between envelopes, so the other recipients are unaware of other envelopes being created.

If there are multiple recipients within a CSV line, it will result in a single envelope that needs to be signed be multiple recipients. In this case they can see who else is part of the transaction as they work on the same envelope. Similar to you sending out an envelope without BulkSend and adding multiple recipients to it.

Michael.Rave

Answer

Docusign Employee

@DaynaSmith

The DocuSign BulkSend functionality is there to support the sender to more easily create similar envelopes to multiple recipients. For each line in your CSV file it will create a separate envelope automatically. There is no connection between envelopes, so the other recipients are unaware of other envelopes being created.

If there are multiple recipients within a CSV line, it will result in a single envelope that needs to be signed be multiple recipients. In this case they can see who else is part of the transaction as they work on the same envelope. Similar to you sending out an envelope without BulkSend and adding multiple recipients to it.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

A

Alejandro.Ramos

Docusign Employee

Hi @DaynaSmith,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

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!

JohnSantos

Guru

@DaynaSmith - All the recipients on the same envelope will be able to see all documents unless you use the Document Visibility feature and add each signer to their respective documents. You can find more information here. Set Document Visibility (docusign.com)

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.