Hi. I have a document that needs one signature but this same document needs to be sent to several people that each need to sign. Does this constitute a separate envelope for each person that needs to sign?

Hello,

Thank you for reaching out here in the DocuSign Community.

Yes, if the recipients need to sign the same document individually, then those sends will be individual envelopes and will be discounted from the 5 envelopes you have left.

I would recommend creating a template to make the process of sending the envelopes faster, and/or 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: https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send 

We would also 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). 

If you reach your envelope limit, you would either need to purchase more envelopes or upgrade your account to a plan with more envelopes: https://support.docusign.com/s/articles/What-happens-if-I-exceed-the-envelope-limit-on-my-account-What-is-the-charge-for-additional-envelopes

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 us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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