Main navigation

Can I send the same document to many individuals at once?

Answer

If you need to send a single document to many individuals, you can use the Add Bulk Recipient button on the Send screen. It works very similarly to a Word mail-merge. You will be prompted to upload a CSV file containing the data to merge into the document. It is best to prepare such documents in advance and upload them as Templates from the Manage screen, because you need to place the tags and name them with the same names as the headers in your CSV file. Full details on bulk sending is available in the DocuSign Service User Guide