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How do i create a template that can be used for multiple bulk lists? The way you create one right now required you to import the bulk list BEFORE you create fields in the template and requires you have at least one "recipient role" but then all the fields i create are only for that one recipient. Can anyone help?
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Create template for bulk list?
- Legacy User
Best answer by Community Expert
Hi, Welcome to the DocuSign Support Community!When a (https://support.docusign.com/guides/ndse-user-guide-create-templates) template is created, it's always stand-alone.(https://support.docusign.com/guides/ndse-user-guide-send-a-document-using-bulk-send) Bulk send is also a stand-alone feature. If you want to use a template that has already been created, you would click on to the TEMPLATES tab on the homepage, click on the blue USE button and then click Advanced Edit link at the bottom of the pop-up window. You'll be taken to the ADD RECIPIENTS page where you'll be able to upload the bulk send file. DonnaDocuSign Support Community Moderator
- Docusign Employee
- 1935 replies
- Answer
Hi, Welcome to the DocuSign Support Community!When a (https://support.docusign.com/guides/ndse-user-guide-create-templates) template is created, it's always stand-alone.(https://support.docusign.com/guides/ndse-user-guide-send-a-document-using-bulk-send) Bulk send is also a stand-alone feature. If you want to use a template that has already been created, you would click on to the TEMPLATES tab on the homepage, click on the blue USE button and then click Advanced Edit link at the bottom of the pop-up window. You'll be taken to the ADD RECIPIENTS page where you'll be able to upload the bulk send file. DonnaDocuSign Support Community Moderator
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