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Question

Voting slip for shareholders

  • June 21, 2024
  • 8 replies
  • 256 views

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I need to send a voting slip out to about 70 individual shareholders to get their recorded approval (or not).

They need to each sign and date their own version of the slip.

I have the Business Pro subscription but the bulk send I was told would do the job for me seems to apply only to multiple signatures on the same document.

We can’t do this. Every signatory has to be on a different doc.

Can I do this without repeating the process 70 times ? If so how ?

8 replies

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  • Author
  • New Voice
  • June 21, 2024

Just to add every time I try to add a csv for a bulk send I get the following

“The legacy version of bulk send is retired. Switch to the new enhanced version of bulk send


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Hi @Ian,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


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  • Newcomer
  • July 10, 2024

I have the same issue. I had assumed this is exactly what Docusign would do right. What am I missing?


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  • Author
  • New Voice
  • July 10, 2024

Hi Christopher.Alpizar

The issue remains active unless Docusign has changed its code since I posted it

Cheers


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Hi @Ian and @LukeMas ,

 

I hope you are doing well.

 

I want to confirm if the template that is being used was recently created or if it is an old template? Or are you using an envelope created from scratch?

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


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  • Author
  • New Voice
  • July 13, 2024

The template was new.

I only joined Docusign recently and had this application as my immediate driver for subscription.

Cheers

Ian


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  • Newcomer
  • July 15, 2024

Same situation as Ian for me.


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Hi @Ian and @LukeMas ,

 

I hope you are doing well.

 

If you create a copy of the template do you get the same error?

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.