Hi - do you also support Canadian forms? I’m looking for Canada Revenue Agency T2200 and Revenue Quebec TP 64.03.

Hi ​@payrollqs - Because Canada does allow eSignature for each of those forms, these are good candidates for our public sector templates. We’ll look into getting them approved for the library. Thank you for the suggestion. 

Hi - if they are made available (ideally in both English and French please!) will we be able to complete them for a large number of staff at the same time, using an excel table of information tied to individual fields? If not… how do I do that?

Thanks

Laura

Hi ​@payrollqs - I investigated if the forms you mentioned are candidates for our library and they are. I see that they are also available in French, so I plan on including both English and French versions. 

If I understand your question far as connecting the data input in each of the fields to the field names themselves, exporting the form data from the envelope should achieve your goal. The Docusign Support article I linked walks through what the form data is and how to export it. I hope that helps? 

I’m currently working on the template samples for the forms you shared and hope to have them published soon. I’ll tag you here in this reply chain along with their direct links once they are available. Thanks again for the suggestions. 

Wow - I’m thrilled with your response! If you want a tester, I’d be glad to take that on! Can’t wait to see the templates!

​@payrollqs  - Re-read your question and perhaps using the bulk send feature would solve sending a document to multiple signers, all at once. They’ll each get their own copy of the document to fill out and/or sign, but you only have to click “send” once instead of, for example, 50 times. 

In addition to the Support Article, Docusign University has great bulk send learning resources: 

• Complimentary Course: Send Using eSignature Bulk Send
• Best-practices guides: Bulk Sending & Bulk Sending Checklist

Again, I hope that helps with your question 

HI - I really appreciate your messages. I don’t actually need multiple signers. The think the process I need is: 

1. Have template available of T2200 and Tp64.03 in English and French. SO thrilled you’re making these available.
2. Be able to provide the ‘answers’ for the fillable fields in an excel file, assuming one row per staff who requires either a T2200 or TP64.3. I’d expect to have to have answers in 4 separate files - English T2200s in one file, French T2200s in one file, English TP64.3s in one file, and French TP64.3s in one file. For example file with 201 rows (including title of columns) for 200 staff requiring English T2200s; 
3. Merge data from excel files into template for T2200. Eg. the 200 English 2200 staff file would generate 200 T2200s, representing 600 pages (3 pages per T2200). 
4. Send “English T2200” file to signing authority to sign just the last page through docusign, on page 3 of the 200 T2200s.
5. Once signed, I’d like to be able to download 200 individual T2200s. I’m assuming docusign would also enable me to email them to individual staff, but I don’t personally want to email them to the staff, I’ll be sharing on our HR software platform.
6. Repeat for French T2200s, English TP64.03s, French TP64.3s