Hi all!
I work for a company who issues out initial documentation to clients via paper and am attempting to bring it online. Each document needs to be personalised for each individual which prevents a stock standard template being utilised each time.
The problem I am having is when I do a bulk send including 3 of the preprepared templates, it introduces 3 signatories instead of the 1.
Does anyone have experience creating this style of bulk send individualised documents?
If you want to merge multiple templates and recipient, their role names and routing order needs to match.
You could create a single template with all the documents and then replace the existing draft documents with the actual individual documents that you created. That way you only need to maintain a single template and with replacing the documents you can still work with a standard template for all other things, like recipients, fields, etc.
Hello
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