{"id":10244,"date":"2025-07-01T10:17:44","date_gmt":"2025-07-01T02:17:44","guid":{"rendered":"https:\/\/www.dkmeco.com\/en\/?p=10244"},"modified":"2025-07-10T14:49:32","modified_gmt":"2025-07-10T06:49:32","slug":"real-customer-inquiry-how-to-bulk-send-envelopes-in-docusign","status":"publish","type":"post","link":"https:\/\/www.dkmeco.com\/en\/real-customer-inquiry-how-to-bulk-send-envelopes-in-docusign\/","title":{"rendered":"Real Customer Inquiry | How to Bulk Send Envelopes in DocuSign?"},"content":{"rendered":"<p>In the expansion of enterprise cross-border operations, frequently signing contracts with overseas partners is a common occurrence. However, the traditional method of manually sending contracts in bulk is not only time-consuming and inefficient but also prone to human error, leading to information inaccuracies. Additionally, factors like time zone differences and geographical distance can further delay the signing process.<\/p>\n<p>As a global leader in electronic signatures and contract management, DocuSign offers a powerful bulk send feature that effectively streamlines complex processes and significantly improves contract delivery efficiency. It serves as a valuable tool for reducing costs and increasing efficiency in cross-border business operations.<\/p>\n<p>This article focuses on DocuSign&#8217;s bulk send feature, providing a comprehensive analysis covering the operational process, practical tips, and key management points. It aims to help businesses quickly master this efficient tool, break through contract signing bottlenecks, and seize opportunities in a rapidly changing international market.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/dkm-website.oss-cn-shenzhen.aliyuncs.com\/upload\/0\/dataBlog\/blog\/docusign\/20250604\/0.webp\" width=\"681\" height=\"383\" \/><br \/>\n<strong>Step-by-Step Guide<\/strong><\/p>\n<p><strong>01. Enable Bulk Send Feature<\/strong><\/p>\n<p>First, locate and click the \u201cUse\u201d button in the system interface, then click the \u201cBulk Send\u201d link to access the entry point for DocuSign\u2019s bulk send feature.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/dkm-website.oss-cn-shenzhen.aliyuncs.com\/upload\/0\/dataBlog\/blog\/docusign\/20250604\/1.webp\" width=\"584\" height=\"329\" \/><br \/>\n<strong>02. Choose How to Add Recipients<\/strong><\/p>\n<p>Choose the method to add recipients based on your needs:<\/p>\n<ul class=\" list-paddingleft-2\">\n<li><strong>Manual Entry:<\/strong> If the number of recipients is small (fewer than 10) and no pre-filled fields are needed, you can choose \u201cManual Entry\u201d and input each recipient\u2019s information one by one.<\/li>\n<li><strong>Upload CSV File:<\/strong> When dealing with a large list of recipients or pre-filled field requirements, \u201cUpload CSV File\u201d is more efficient. If you&#8217;re unsure how to create the CSV file, click \u201cSample CSV\u201d to get a reference template. The template&#8217;s headers exactly match the recipient fields and data tags in your contract template, with each row representing data for one envelope.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/dkm-website.oss-cn-shenzhen.aliyuncs.com\/upload\/0\/dataBlog\/blog\/docusign\/20250604\/2.webp\" width=\"611\" height=\"344\" \/><br \/>\n<strong>03. Upload and Verify Recipient Information<\/strong><\/p>\n<p>After saving your CSV file, click \u201cNext\u201d to upload it and add the prepared CSV file to the system. Once uploaded, carefully review the recipient information to ensure accuracy and avoid delays caused by incorrect data.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/dkm-website.oss-cn-shenzhen.aliyuncs.com\/upload\/0\/dataBlog\/blog\/docusign\/20250604\/3.webp\" width=\"653\" height=\"368\" \/><br \/>\n<strong>04. Personalization and Additional Settings<\/strong><\/p>\n<ul class=\" list-paddingleft-2\">\n<li><strong>Receive Copies and Preview Signing:<\/strong> As the sender, you will automatically receive copies of all completed envelopes. To preview or participate in the signing before completion, click \u201cAdd Recipient\u201d and include yourself in the recipient list.<\/li>\n<li><strong>Field Assignment:<\/strong> Assign the appropriate fields to newly added recipients to ensure that the contract content aligns correctly with each recipient.<\/li>\n<li><strong>Adjust Signing Order:<\/strong> Based on business needs, enable and adjust the signing order to ensure the process aligns with agreements among all parties.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/dkm-website.oss-cn-shenzhen.aliyuncs.com\/upload\/0\/dataBlog\/blog\/docusign\/20250604\/4.webp\" width=\"662\" height=\"373\" \/><br \/>\n<strong>05. Manage Bulk Envelopes<\/strong><\/p>\n<p>After sending the contracts, navigate to the \u201cAgreements\u201d page and select the \u201cBulk Send\u201d tab to manage your bulk envelopes in one place. Here, you can monitor envelope statuses in real time, track contract signing progress, take action on envelopes based on their status, and edit or share content as needed for streamlined contract management.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/dkm-website.oss-cn-shenzhen.aliyuncs.com\/upload\/0\/dataBlog\/blog\/docusign\/20250604\/5.webp\" width=\"490\" height=\"276\" \/><br \/>\n<strong>Bulk Send Feature \u2013 Accelerating Cross-Border Contract Signing<\/strong><\/p>\n<p>As outlined above, DocuSign\u2019s bulk send feature offers a flexible and diverse operation model that fits contract delivery needs of all scales. Whether manually entering a few recipients or using a CSV file to manage large data sets, the process is efficient and accurate. Additionally, its personalization and centralized management functions ensure a smooth and controlled signing workflow.<\/p>\n<p>By leveraging <a href=\"https:\/\/www.dkmeco.com\/en\/docusign\/\">DocuSign<\/a>\u2019s bulk send feature, enterprises can significantly shorten contract delivery times, reduce human errors, optimize cross-border business workflows, and enhance overall operational efficiency\u2014injecting momentum into international collaboration.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the expansion of enterprise cross-border operations, frequently signing contracts with overseas partners is a common occurrence. However, the traditional<\/p>\n","protected":false},"author":92,"featured_media":10245,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":"","_wp_rev_ctl_limit":""},"categories":[145],"tags":[197],"class_list":["post-10244","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-docusign","tag-send-envelopes-in-docusign"],"acf":[],"aioseo_notices":[],"rttpg_featured_image_url":{"full":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318.jpeg",809,540,false],"landscape":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318.jpeg",809,540,false],"portraits":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318.jpeg",809,540,false],"thumbnail":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318-150x150.jpeg",150,150,true],"medium":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318-300x200.jpeg",300,200,true],"large":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318.jpeg",809,540,false],"1536x1536":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318.jpeg",809,540,false],"2048x2048":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318.jpeg",809,540,false],"woodmart_shop_catalog_x2":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318-600x540.jpeg",600,540,true],"woocommerce_thumbnail":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318-300x300.jpeg",300,300,true],"woocommerce_single":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318-600x400.jpeg",600,400,true],"woocommerce_gallery_thumbnail":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318-150x100.jpeg",150,100,true],"rt_custom":["https:\/\/www.dkmeco.com\/en\/wp-content\/uploads\/2025\/07\/437990b024807ce7a684abe11dca7318.jpeg",809,540,false]},"rttpg_author":{"display_name":"dkm-admin","author_link":"https:\/\/www.dkmeco.com\/en\/author\/dkm-admin\/"},"rttpg_comment":0,"rttpg_category":"<a href=\"https:\/\/www.dkmeco.com\/en\/category\/docusign\/\" rel=\"category tag\">DocuSign<\/a>","rttpg_excerpt":"In the expansion of enterprise cross-border operations, frequently signing contracts with overseas partners is a common occurrence. However, the traditional","_links":{"self":[{"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/posts\/10244","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/users\/92"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/comments?post=10244"}],"version-history":[{"count":4,"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/posts\/10244\/revisions"}],"predecessor-version":[{"id":10381,"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/posts\/10244\/revisions\/10381"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/media\/10245"}],"wp:attachment":[{"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/media?parent=10244"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/categories?post=10244"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dkmeco.com\/en\/wp-json\/wp\/v2\/tags?post=10244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}