Multiple documents: single signer with variable counter-signers

Hello ​@Steven3016 , 

Welcome to the Docusign Community and thank you for posting your concerns!

I understand you are looking to send the same document to Party A at the same time and to their needed counter parties (and are looking for a more feasible way to do it).

You should consider using Bulk Sending.

With Bulk Sending, you can use a .csv list of your recipients and upload that file during the envelope creation process. Once the list is uploaded, the rest of the envelope creation workflow will remain the same as sending out a single envelope for signing.

You can find detailed instructions regarding how to set up a Bulk Send batch, here: Bulk Send for Multiple Recipients  

We recommend coupling the Bulk Send process with a template. You’ll be able to download the data from the template’s .csv file, which includes column headers specific to your roles and fields (if needed). 

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
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Let me know if this helps. If you need a little more assistance, please provide more details about what’s going on.

Best regards, 

Nathaly | DocuSign Community Moderator 

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

Hello ​@Steven3016 ,

If you found my 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!

I read through the “bulk send” instructions, and it appears that if I use that method, all 40 of the different Party B cosigners will receive copies of each others’ documents.  I do not want that result.  I want Party A (who will be signing all 40 documents) to receive all 40 documents to sign at the same time, while each of the 40 different cosigner Party B’s only receive the document that pertains to them.  

​@Steven3016 

You could look into using ‘document visibility’ to hide the other 39 documents from each member of party B. But that might be more work than just sending the 40 documents out individually to Party A & B(1-40). 

good luck

mr`