Hi, I'm new to DocuSign, loving the premise of it, but not wanting to create additional work. I'll list my proposed idea to show what I am wanting to do, but am open to achieving the same results with a different method.
What I want to do: I want to send to ~100 users every 3-4 weeks, each with a unique template, but don't want to send 100 different envelopes, I'd rather assign (via CSV or whatever) who gets what template and send all at once. It's easy enough for me to get the list to send to, and look up to assign template names, etc. for each record.
Is this possible in DocuSign? I couldn't find anything remotely close when messing around with sending documents and couldn't find anything in the community about doing this.
Thanks in advance!