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I have saved a template but i do not have the bulk send option to choose. do i need to upgrade my account - why isnt is showing up on my end? 

Hello @KDumas,

Thank you for reaching out to the Docusign Community.

To clarify, are you the account Admin or a regular user?

Do you have the feature enabled on your account?

If you are a regular user, have you contacted your account admin to review your user permissions?

An e-signature solution with bulk sign-and-send capability can benefit organizations in various ways, including sharing documents with employees, sending promotional offers, crowdsourcing, and tracking receipts on sent items. Some common use cases for bulk send include sharing annual compensation plans, onboarding documents for seasonal workers, homeowner association and tenant forms, payment verification forms, company policy and HR updates, and debt collection paperwork. To enable bulk send, businesses can try Docusign eSignature for free. Send Forms to Multiple Recipients with Bulk Send

Note: Some advanced features and options are supported only in specific 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. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


Hi @KDumas,

I hope you are doing well.

I want 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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