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.
Hi
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:
Note: 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.
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Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
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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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