Workflow to Have Multiple Users Sign the Same Type of Document and Send Back Seperatley

Forum|Forum|1 year ago
January 8, 2025
4 replies
909 views

Hi,

I need to send a document for 15 people to sign separately. I tried Bulk Sending with a Template, but everyone signed the same document. I need to have a workflow that sends the document to 15 people but then they send back an individual document signed by each individual. Is this possible? Thank you!

eSignature

Best answer by JohnSantos

@Lynn P

If your template includes multiple roles, DocuSign will expect multiple people to sign the same envelope. That’s not what you want. Instead, you want 15 copies (envelopes), each with only one signer.

Add just one Recipient Role—for example, “Signer1.”

JohnSantos

Guru

@Lynn P

Yes, it’s definitely possible to send a separate, identical document to multiple recipients so that each person signs their own copy (i.e., 15 individual envelopes instead of a single shared envelope).

What often goes wrong is that you end up putting all 15 signers into the same envelope by mistake. With Bulk Send, DocuSign can generate 15 separate envelopes, each with one signer, rather than one envelope with 15 recipients.

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.

L

Lynn P

Author

New Voice

Thank you! Am I missing a button for separate envelopes? I followed these steps and it bulked to one document for all signees.

Log In
Go to the Agreements Tab
Start
Envelopes
Use a Template
Select Template
Add Selected
Add Documents (if necessary)
Under Recipients, click on “Bulk Send”
Upload the CSV file
Save
Next
Add Standard Fields
Send

JohnSantos

Answer

Guru

@Lynn P

If your template includes multiple roles, DocuSign will expect multiple people to sign the same envelope. That’s not what you want. Instead, you want 15 copies (envelopes), each with only one signer.

Add just one Recipient Role—for example, “Signer1.”

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.

L

Lynn P

Author

New Voice

Thanks John, I will try that - much appreciated!

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