DocuSign Bulk Send: Easy Step By Step 2021 Tutorial [VIDEO GUIDE]
Do you want to send the same document to different recipients in separate envelopes? If yes, you must learn how to use the DocuSign bulk send feature. It’s the same as sending an email to different people that you would ‘bcc’. The great thing is that the DocuSign Bulk Send feature can save you a ton of time because it lets you insert information in your documents on a per envelope basis using a CSV. Instead of creating one envelope after another, you can load all the information in a CSV, upload the file to DocuSign et voilà!
Let’s say that you are a financial advisor who needs to send subscription agreements to 10 clients in 10 separate envelopes. You want to pre-fill the agreements with your clients’ information which includes their name, address, the amount they are investing, etc. so that the only thing they’ll need to do is to sign. Because you are sending the same type of document to all your customers, you can use a CSV to load the contact details of your customers as well as the specific data that should be added to each agreement before you send those out.
To use the DocuSign bulk send feature, you will need:
- A DocuSign Business Pro or Enterprise subscription
- A DocuSign Template (If you haven’t already, check out this tutorial to learn how to create a DocuSign template).
Let’s Get Started!
Step 1: Give a role to all the recipients of your template
- You need to make sure that all the recipients of your template have a placeholder role.
- Without one, DocuSign won’t be able to map the recipients’ names and emails that you will enter in your CSV to the recipients of your template.
Step 2: Rename fields – Data Label
By adding giving a custom data label to each field of your template, DocuSign knows where to place the data that you’re entering in your CSV on the template’s documents.
- You will find the option to rename a Data label on the right panel that appears 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.
- Do not insert any special characters in the data label, not even full stops.
- You can add labels to most fields, including text boxes, radio buttons, checkboxes, drop-downs, and notes.
- Adding labels to radio buttons and checkboxes allows 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.
- Don’t forget to Save and Close
Step 3. Download the CSV sample
- From the Templates page, locate the template you want to use and click on Use.
- Click on Advanced edit, not the advanced options.
- Click on the little (i) and download the sample CSV template.
Step 4: Fill out the CSV
Here is 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.
- Warning: 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 your recipients’ info, it should look like this:
Step 5: Upload the CSV to DocuSign for Bulk Send
Here’s the final step: From the envelope preparation screen, click on Import a bulk list and click on Send now.
If you want to dive deeper into how to use DocuSign, visit learn.solusign.com