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Trying to make this easier for our organization and utilize Mail Merge functionality to send it to a list of client contacts who would then each be the initial signee (or forward to the right signee). Dont' want to have to manually type in a different initial signee each time, which is how this appears to work.
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Can we integrate the DocuSign process into a Mail Merge process? This way I can use my list to send to thousands of clients via mail merge with DocuSign process only on the interior
- Legacy User
Best answer by Community Expert
Hi, Welcome to the DocuSign Support Community!You may be interested in the(https://support.docusign.com/guides/ndse-user-guide-working-with-templates) template and (https://support.docusign.com/guides/ndse-user-guide-send-a-document-using-bulk-send) Bulk Send features. Let me know if that addresses your issue. Thank you.Donna DocuSign Support Community Moderator
- Docusign Employee
- 1935 replies
- Answer
Hi, Welcome to the DocuSign Support Community!You may be interested in the(https://support.docusign.com/guides/ndse-user-guide-working-with-templates) template and (https://support.docusign.com/guides/ndse-user-guide-send-a-document-using-bulk-send) Bulk Send features. Let me know if that addresses your issue. Thank you.Donna DocuSign Support Community Moderator
- Legacy User
- 3548 replies
Hi, I had a similar problem and I figured out a way to facilitate this process for my business. I ended up making a Youtube tutorial because I was pretty pleased with the outcome. Check it out: https://youtu.be/uS0GXYk1-sA
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