Sending out form for Data collection

Question

Hello, i need to collect data from our partners for a KYC-form. Is there a way to send out forms to multiple users without using the number of envelops I have? They don’t need to sign anything at this point i just need to collect data for KYC compliance and future agreements.

Alejandro.Ramos · Accepted Answer

​Hi @Mate,I hope you are doing well.I would like to confirm if the suggested solution answers your question?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!

Alejandro.Ramos · Answer

Hi @Mate,Thank you for reaching out to the Docusign Community.If you need to send each document separately, there is no way around having to spend 1 envelope send per document. However, if it is not important if all the documents are saved in the same envelope, you could use Document Visibility to keep each document private, without having to necessarily spent 1 envelope send per document. For more details on how to work with Document Visibility, see:Set Document VisibilityNote: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan.Compare eSignature plans & pricingFeel free to let us know if you need further assistance with this.Best regards,Alejandro R. | Docusign Community ModeratorPlease click "Best Answer" below if you find my reply to be a valid solution to your issue!

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