DocuSign - How to Bulk Send

Table of contents

Create a template (recommended)

A template will help send to multiple batches of users via Bulk Send so that an envelope doesn’t have to be re-created during each send.

1. Log into DocuSign and navigate to Templates > Start > Envelope Templates > Create a Template

   Open

   

2. Enter a Template Name and description (optional)

   Open

   

3. Click Upload and then Browse to select a file

4. For the recipient, enter Role 1 in the field as shown below

5. If you require the recipient to use an Access Code to sign the document, click Customize > Add access code

6. Do NOT enter an access code, rather check the box to Require an access code for this recipient

7. If desired, edit the Email Subject and Email Message the recipient will receive.

8. Then click Next to add fields

9. Drag your signing fields into the document.
   Make sure that you see Role 1 in the top left when creating these fields.

10. When finished, click Save and Close

11. You’ve created a template that you can use with Bulk Send.

Bulk Send - Getting Started

1. Go to My Templates and next to the template you created, click Use

2. Click on Advanced Edit so that you can use the Bulk Send feature.
   If you do not see the Advance Edit button, and you can see the Bulk Send button as shown in step 3, you are on the right screen.

3. Under Add Recipients, click on Bulk Send

Bulk Send - Creating the CSV File

1. From the bulk Send screen, click the Sample CSV button to download a CSV template to create your bulk recipient list

2. Open the CSV file with Excel, and delete all columns except for:
   Role 1::Name
   Role 1::Email
   Role 1::accessCode

3. Add in your recipient info to the CSV file

4. Save the CSV file. You may rename it if you wish, but make sure to keep the .csv file extension.

Bulk Send - Importing the CSV and sending

1. Go back to DocuSign and select Upload a CSV. Then click Next

2. Browse for and select the CSV file you saved

3. You will see the list of all recipients, their names, emails, and access code assigned to each user.

4. Click Save if all looks OK

5. Name your Bulk Send Batch so you can reference it later

6. Leave everything else as is, then click Next

7. Review the envelope to make sure that all signing fields look correct.

8. You may send later by clicking the arrow next to Send

9. Otherwise click Send to send envelope to all of your bulk send recipients for signature

10. You will see the progress of the batch as it is sending

11. Refresh the screen to update the progress. You will see Processed when complete.

12. Clicking into the batch will show you more details about the status of each recipient

13. You are now done!