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Newcomer
July 18, 2024
Solved

Sending multiple documents to different recipients

  • July 18, 2024
  • 2 replies
  • 210 views

Hi guys,

First of all, sorry if this is not posted in the correct category.

Is there a way to send multiple documents to different recipients ?

Such as → Document-1 sent to recipient-1

              → Document-2 sent to recipient-2

 

Perhaps a CSV file with the different data between Document-1 and Document-2 could work ?

With everything in a unique bulk or something like that.

Thank you for you help ! 

 

Anthony

Best answer by JohnSantos

@Anthony1111 

First, identify the differences between the documents. If there are many similarities, consider using different tags to populate the specific sections that vary. This approach can streamline the process and ensure accuracy.  If this is possible, you can use bulk send.

2 replies

JohnSantos
Guru
Guru
July 18, 2024

@Anthony1111 

First, identify the differences between the documents. If there are many similarities, consider using different tags to populate the specific sections that vary. This approach can streamline the process and ensure accuracy.  If this is possible, you can use bulk send.

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.
Docusign Employee
August 2, 2024

Hi @Anthony1111,

 

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!