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Bulk sending a shared template

  • October 22, 2024
  • 2 replies
  • 13 views

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Hello - can a template I created and shared with another user, be sent by that user using the bulk send option? Looking over her shoulder, I don’t see the bulk send as on option for her. Does she just need administrator permission to do this? Thanks! 

 

2 replies

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  • New Voice
  • 5 replies
  • October 23, 2024

Hi @Rick Granquist 

Bulk send is something that is permissioned.  They don’t need admin permissions, but you may need to create a new Permissions Profile to allow people to use bulk send.  This would obviously mean that the users would not have full admin control but would have the ability to use Bulk Send.


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  • Community Moderator
  • 2554 replies
  • November 6, 2024

 

Hello @Rick Granquist ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!