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Bulk Send - Same Upload for Multiple Templates

Categories:eSignature

Forum|Forum|6 months ago
August 20, 2025
3 replies
30 views

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+1

spencerjones
New Voice

Hello,

I currently use the “Bulk Send Process” for sending compensation plans. The details we upload via the Bulk send are:

Name
Employee ID
Bonus Target
Location

The idea that I have stems from my current use and how to do things faster. I have 4 different templates in Docusign as the “hard coded” wording on the PDF is different for different roles (rep 1 plan vs rep 2 plan vs mgr plan vs mgr 2 plan vs sales VP) despite the upload details being conceptually the same across each template(name, employee ID bonus target & Location).

My “idea” is that in these situations you could be able to perform a bulk upload across multiple templates. Maybe on the bulk upload I just have to list the template associated with each person. This would allow me to do 1 bulk upload as opposed to 5.

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TrishaAtMath
Newcomer
Forum|Forum|5 months ago
August 28, 2025

My office has to send up to 120 job offer letters every few months to our students for TA positions. Since there is currently no ability to bulk-send, the process of sending these letters is very time consuming and could take days to complete.

Once one student receives an offer letter, the rest of their peers students get anxious when they don’t hear back immediately. Our students don’t understand that the manual process is very slow and that we’ll to them as soon as we can. They will often visit our office to ask about their letter or why they haven’t heard back, which causes our operations to be slower because we have to stop our tasks to explain why.

It would be helpful if a bulk-send feature were implemented where we can possibly create all the documents and have them in a ‘queue’ until we complete all of the documents to send in one go.