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Check before sending envelope

  • April 2, 2024
  • 1 reply
  • 26 views
V
Newcomer
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Hello,
I'd like to be able to see the result of the bulk mailing before clicking on "Send".
I need to make this check. When I click on "Preview" I don't see the completed fields and I can't see the envelope of each recipient (indicated in my CSV file). This control is necessary for mass mailings.
Can you help me?
Thank you

Best answer by Alexandre.Augusto

Hello, @Virginie 

 

Welcome to the DocuSign Community!

 

Let me share what I do in such situation.

 

I use my Sandbox account where I can send free envelopes, test my Bulk Send batch using fake users/emails, I can see if everything worked fine if so, I do the Bulk Send operation in the production account.

 

To create your Sandbox account, access this link: https://go.docusign.com/o/sandbox/

It’s free.

 

I hope that helps!

Alexandre

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1 reply

Alexandre.Augusto
Docusign Employee
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Hello, @Virginie 

 

Welcome to the DocuSign Community!

 

Let me share what I do in such situation.

 

I use my Sandbox account where I can send free envelopes, test my Bulk Send batch using fake users/emails, I can see if everything worked fine if so, I do the Bulk Send operation in the production account.

 

To create your Sandbox account, access this link: https://go.docusign.com/o/sandbox/

It’s free.

 

I hope that helps!

Alexandre

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