+2I would like to set up an envelope template so that when i use bulk send i allow senders to change the senders name to sign off on the envelope.
For example: in lieu of the senders name Payroll department sent you a document to review and sign.
Is this possible to do as an admin or can/should this be done on the individual senders account settings?
Best answer by Melanie.Panguito
Hello
I hope you are doing well. Yes, it is possible to use custody transfer rules with envelopes sent from Bulk Send. It's important to note that the user receiving the transferred envelopes should have the Bulk send permissions for it to work.
Let me know if you need further assistance. Thank you!
Best regards,
Melanie | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
+14The sender name will be taken from the Docusign profile that was used to send out the envelope.
Changing the name of the sender in their profile will change the appearance when sending envelopes. Be aware that this is not only for sending, but also for signing envelope where the name will be taken.
Another option would be to explore “Custody transfer” and set up rules to change the owner before sending the envelope to the Docusign account you want to be sent from.
Or you could look into creating a specific brand with an adjusted email resource file, if this is available to you and add a different wording directly into the email notification templates. This will not require to change the name of the individual users, but instead you will make your changed here and send it our normally.
+2Is it possible/advisable to use custody transfer rules with the bulk sending using the csv file option when sending more than 10 envelopes?
+8Hello
I hope you are doing well. Yes, it is possible to use custody transfer rules with envelopes sent from Bulk Send. It's important to note that the user receiving the transferred envelopes should have the Bulk send permissions for it to work.
Let me know if you need further assistance. Thank you!
Best regards,
Melanie | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
