Question

Same document to 135 employees


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This may be the same question others have posted; however I have not found a good solution from reading the Community Forums, watching videos, and generally working with Templates and envelopes. I’d appreciate any help or direction. We have a Confidentiality Agreement that has to go to 135 employees. The document is 4 pages long, requires an initial at the bottom of pages 1 thru 3, and a signature, date, and title on the last page. In the Template, it asks for individual recipients, which I can do with bulk import, however the form then REQUIRES me to manually drag and drop all these fields to EACH of the 135 recipients. This is ridiculous, so obviously I am missing a step.

 

How Can I send the SAME document (template) to 135 recipients without having to recreate the fillable forms 135 times?

 

I appreciate and value your replies. Thank you


2 replies

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Hello @AZMF,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that want to send the same document to 135 recipients without having to recreate the fillable forms 135 times

 

If you already create a template, you will need to follow the steps to do a Bulk Send, Docusign’s enhanced bulk send feature allows senders to easily send a standardized document to many recipients at one time. This can be particularly convenient for transactions where a formal acknowledgment may be required (for example, new company policies), when mass notifications take place, or a myriad of other use cases where the same document needs to be sent out to a large group.

 

Full guide at Bulk Send for Multiple Recipients.

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some 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.

Userlevel 3
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Hi @AZMF,

 

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 or if the information that was provided was useful.

 

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,

 

Christopher | Docusign Community Moderator

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

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