Can we integrate the DocuSign process into a Mail Merge process? This way I can use my list to send to thousands of clients via mail merge with DocuSign process only on the interior

Question

Trying to make this easier for our organization and utilize Mail Merge functionality to send it to a list of client contacts who would then each be the initial signee (or forward to the right signee). Dont' want to have to manually type in a different initial signee each time, which is how this appears to work.

Community Expert · Accepted Answer

Hi,Welcome to the DocuSign Support Community!You may be interested in the(https://support.docusign.com/guides/ndse-user-guide-working-with-templates) template and (https://support.docusign.com/guides/ndse-user-guide-send-a-document-using-bulk-send) Bulk Send features.Let me know if that addresses yourissue.Thank you.DonnaDocuSign Support Community Moderator

Community Member · Answer

Hi, I had a similar problem and I figured out a way to facilitate this process for my business. I ended up making a Youtube tutorial because I was pretty pleased with the outcome. Check it out: https://youtu.be/uS0GXYk1-sA

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