Running an organization where you routinely need to send the same document to different recipients from separate envelopes? The DocuSign bulk send feature is a highly efficient way to get files to recipients whilst adhering to a confidential process.
Similarly to how you would use the BCC functionality when sending an email through DocuSign, you also can batch send the same document whilst hiding the multiple recipient’s details.
One of the greatest aspects of the DocuSign bulk send feature is your ability to save time by avoiding unnecessary doubling up when it comes to sending files. You’ll be able to insert the necessary information in your documents on a per envelope basis using a CSV. So instead of creating one envelope after another, you can load all the information in a CSV, upload the file to DocuSign, and the rest is history.
Here’s how using DocuSign bulk send might be helpful in finding more efficient workflows for your organization:
- Sending agreements to 100 clients from 100 separate envelopes
- Distributing sensitive information regarding class action lawsuits
- Informing employees of HR policy updates
If your business operations require ongoing communication with clients, that calls for extra precautions to be taken to protect privacy. Learning how to bulk send in DocuSign could save you a considerable amount of time while also protecting the privacy of the involved parties.
Before we get started on showing you how to send bulk files in DocuSign, you’ll need to ensure you have the following:
Once you’ve set up your DocuSign with the necessary requirements you can learn how to utilise the DocuSign bulk send feature by proceeding with these 5 easy steps.
Step 1: Firstly, you’ll need to assign a role to all of the recipients of your template. It’s important to remember that all signees will need to be given a placeholder role in order to move forward with this feature. If you miss this step, DocuSign won’t be able to map the recipient’s names and emails that have been entered into the CSV of your template.
Step 2: Customize your data labels by renaming the fields to inform DocuSign where you’d like the data to show up in the document templates. Once you have renamed each field with a customized data label, DocuSign will be able to make the connection to the data you include in your CSV.
You’ll be able to rename the data labels by accessing a panel on the right, which will appear when a field is selected. If you don’t rename your labels, it will be impossible to fill out the CSV correctly. Therefore, you should rename the labels of all the fields for which you want to import data using the CSV. Make sure to keep the customized data labels as uniform and clear as possible by avoiding the use of special characters and full stops.
You will be able to add labels to most fields, including text boxes, radio buttons, checkboxes, drop-downs, and notes. It’s important to note that adding labels to radio buttons and checkboxes will allow you to check the right box or radio button from your CSV file. For this, you need to rename the Group Data Label as well as each Radio Button Value.
Step 3: Once you’ve completed step 2, you can save and close the document before downloading the CSV sample. To action this, you’ll head to the Templates page, locate the template you want to use and select ‘Use’. Then click on ‘Advanced Edit’ and make a note not to select the advanced options. Following on from there, you’ll click on the little (i) and download the sample CSV template.
Step 4: Next, you’ll need to fill out the CSV with important information pertaining to the recipients. Here’s how the CSV works:
- Each row represents a separate envelope, and each column represents its fields.
- Starting from the left, the headers correspond to your recipient’s names and emails followed by the various fields those recipients own.
Additionally, you can reorganize the order in which the columns are displayed — but do not change the content of the headers. Once you’ve entered all the recipient’s information it should look like this:
Step 5: The final step will require you to upload the CSV to DocuSign in order to bulk send it to recipients. Once you’ve made your way to the envelope preparation screen, click on ‘Import A Bulk List’ and hit ‘Send Now’. DocuSign will then be prompted to send all of your recipients the same document from separate envelopes.
Learn how to do a bulk send in DocuSign and more today
At Solusign we are committed to helping DocuSign users unlock incredibly useful tools to help you streamline your organization’s workflows. If you’ve found this guide to understanding DocuSign’s bulk send feature helpful and would like to learn more about our eSignature solutions, we’re on hand to provide additional information.
Our Solusign consultants are incredibly proficient. They’ll work with your organization to develop templates for financial services businesses, assist with implementing DocuSign, integration across other programmes and more. We also have a number of educational resources available, including workshops, training courses and video tutorials. We can also undertake private consultations as required.
If you’d like to learn more about our services then don’t hesitate to reach out to someone from our team today. Get in contact to arrange an obligation-free 30-minute strategy call with one of our consultants today.