Can I send one form out to multiple people or do I have to send the form one by one to each person?
Best answer by Community Expert
Depends on your workflow and there are options. If you have one document and you need to send it to two people for signature (two Signers, one document) you setup your workflow for two Recipients, add the document, drop tags for the signatures and Send. Example might be a Contract that requires Customer and Supervisor to sign on the same document.
If this is one document that gets signed separately, then you could either Send two envelopes or use Bulk Recipients. Bulk recipients is more useful when you have a large number of people to send out the same document. Example might be a class syllabus. There are other ways to make sending the same document to individuals easier, such as "Copy" an envelope. So Create envelope, add one Recipient, add tags, Send. Go to the envelope you just sent and select Copy envelope, change Recipient, verify tags, Send.
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