Docusign integration

shadmani
shadmani
in Modeling

Hi ,

 

 I have a requirement where i want to send document to employees in batches. E,g country managers  want to send letter to their employees on specific dates .

While going through docusign documentation it is mentioned that hierarchy is not supported . Please help to understand how it works .

shadmani_0-1604847416561.png

 

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Answers

  • lisa52smith
    lisa52smith
    edited January 31

    Hi there! I understand you want to send documents to employees in batches using DocuSign, but you're concerned about the lack of hierarchy support. DocuSign's Bulk Send feature can help you achieve this.

    Here's how it works: TellCulvers

    Create a Template: Prepare a document template that you want to send to your employees. You can customize this template to meet your specific needs.

    Prepare Recipient Data: Create a CSV file with the necessary information about your recipients, such as names and email addresses. Ensure the columns in your CSV file match the fields in your template.

    Upload Recipient Data: In DocuSign, upload your CSV file to add recipients to your bulk send.

    Send the Document: Once everything is set up, you can send the document to all recipients at once. DocuSign will handle the distribution and ensure each recipient receives the document.

    Track and Manage: DocuSign allows you to track the status of your sent documents and send reminders to recipients who haven't completed the signing process yet.

    While DocuSign doesn't support hierarchical structures directly, you can manage the distribution by organizing your recipient data in the CSV file and using tags or custom fields to differentiate between groups if needed.

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