Question

Optimize post-treatment of BulkSend

  • 13 June 2024
  • 2 replies
  • 10 views

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Hi, 

I used for the first time the Bulk Send and found it so efficient. However, now that I have all signed documents, I’m wondering if I could have configured it more properly to help me with the post treatment!

Here is my case: I organised an event, where I invited a photographer. I sent a “Right of Image” document to each participant, to get their consent for using the picture for internal communication. The template contain a choice “Yes/No” and a signature field.

Now, I can see in the batch summary who completed the doc, who declined, and who did not. But I have to open all the PDF to see if they cehcked the Yes box or not …

Moreover, I did not find a way to download all the signed documents at once, and in my emails, all documents have the same name ! Any way the completed/signed document could be renamed including the name of the person who signed. And could we extract the content of the fields inserted in the document, in eg an excel file ?

thanks for any hint on how to improve such process :-)

Julien


2 replies

Userlevel 3
Badge +11

Hi @JulienTextoris,

 

Thank you for reaching out here in the Docusign Community.   

 

I understand you are looking for a way to export your Bulk Send Batch’s data, and I will gladly walk you through the available options to set this up. 

 

For this scenario, I would recommend you look into our PowerForms feature instead of Bulk Send. With PowerForms, your business can generate on-demand, self-service documents for signature.  
 

You’ll be able to eliminate document preparation time (by using a pre-existing template), and easily pull collected data into your existing applications. A link can be generated that can be emailed, sent via SMS (on certain enterprise plans), or embedded into your website. 

 

For more details on how to use PowerForms, please click on the link below 

 

PowerForms Overview 

 

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some options discussed in this help topic.   

  

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.  

  

Compare eSignature plans & pricing  

 
Regarding your question about envelope naming, whenever you are using a template for Bulk Sending we recommend adding Recipient Merge Fields to your emai subject line. With this setup in place, your recipient’s name will be automatically populated in your email subject line, which defines the envelope’s title.

 

For detailed steps on how to work with Recipient Merge Fields, see:

 

Use Merge Fields in the Template Email Subject to Customize Envelopes
 

Feel free to let us know if you need further assistance with this.  

  

Thank you for using Docusign, we hope you have a wonderful rest of your day!  

  

Best regards,   

Alejandro R. | Docusign Community Moderator   

   

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

 

Userlevel 3
Badge +11

Hi @JulienTextoris,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

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

 

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