Docusign mail merge

Docusign mail merge DEFAULT

Manish,

 

GREAT write up and description of problem! Hoorah.

 

You can use DocuSign's Bulk Send feature to accomplish MOST of what you have in mind. It just depends how much your merge fields are changing the doc in Word.

 

If the terms are so different and extensive, meaning they are part of a paragraph format and updates to them change the size of the paragraphs AND pagination, then you can't use BulkSend.

 

In this case, I suggest looking into SpringCM which DocuSign acquired last year. SpringCM is a contract management software that's now being integrated directly into the DocuSign engine. In fact, DocuSign just released a DocGen feature for its DocuSign for Salesforce connector that may be of interest, especially if your firm already uses Salesforce.

 

If SpringCM is out of the question, then you may want to consider writing a custom integration into DocuSign. I can elaborate on this if this is the path you want to take.

 

On the flip side, if the changes to the document are a short list or paragraph and always use the same / similar amount of space, then you may be able to use DocuSign's Bulk Send to pass in those values via a CSV file with columns for the custom terms for each new envelope.

 

You can read about DocuSign Bulk Send here: https://support.docusign.com/guides/ndse-user-guide-send-a-document-using-bulk-send

 

I hope that helps. Please let me know if you have any other questions.

 

 

 

Take care,

Arash Sayadi

[email protected]

Schedule a Meeting: http://valteo.co/ChatWArash

https://valteotech.com

 

Sours: https://support.docusign.com/s/question/0D51W00006RmXYfSAN/how-to-integrate-automate-mailmerge-and-docusigns-bulksend-feature

Docusign mail merge

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Frequently Asked Questions

How do you set up a main document using mail merge?

Start Word and open a new, blank document. Select the "Mailings" tab, point to "Start Mail Merge" and choose the type of document into which you want to merge your list, such as "Letters" or "Envelopes.". 2. Click on "Select Recipients" in the Mail Merge group and choose the appropriate option.

Can I schedule a mail merge?

Mail Merge requires a Premium or Enterprise level plan. Mail Merge is available using our add-in within Outlook Exchange. We offer the ability to schedule mail merges. You can select a date and time from 3 months out to send the initial message of the mail merge.

Can I send a mail merge from an alias address?

With Mail Merge, you can easily send email from another email address or alias that you own. For instance, you could be logged into your personal Gmail account but send emails from your school address or your business email that is hosted on Google Workspace (GSuite).

Can I do email mail merge using pages?

In fact, there is no built-in function for doing a mail merge in Pages. However, there is a method for doing a mail merge with Pages using AppleScript, a scripting language in macOS that allows you to create custom task automations.

Sours: https://convertf.com/docusign-mail-merge/
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Got a new employee policy that needs signing by all your staff? Or maybe you just need a secure way to get an important all-hands update out to every individual in your organization?

Whether you need to personalize each document for policy compliance, or require multiple people to sign the same document, or just need to widely distribute a confidential document,  DocuSign's Bulk Send feature shines. As its name suggests, Bulk Send is a quick and simple way to send one or more documents out to many. It’s the modern-day mail merge.

How Bulk Send works

Preparing a Bulk Send is a simple 3-step process:

  1. Start by creating a document template (or use an existing one)
  2. Add signature tags to specify where recipients need to sign, just as you would in a standard agreement
  3. Import your list of signers' names and email addresses  

DocuSign automatically merges the templated document with your recipient list and, importantly, creates a unique copy of the document for each person to sign. Bulk Send eliminates the need to create and send separate envelopes to every person on your list.

DocuSign Bulk Send

Tips to get the most from Bulk Send

  • Get your template ready  Perfecting your template is the first step in a successful Bulk Send. When you’re setting it up, give each field you’re tagging a logical name (you’ll need this when you create your CSV file).
  • Consider contingencies  When creating the template and adding fields, think about things like the varying lengths in recipients’ names – one person’s name may only be six characters but someone else’s may be 25. Leave enough space in fields for those longer names! Also, double-check fields that will be populated by things like currency, as alignment may need adjusting.
  • Set up your CSV file  Compile the list of tags you’ve set up and create a CSV that includes all your tags. One thing to watch out for is to ensure your excel formatting carries over to the csv. file.
  • Test and retest  Just as you’d do a test before you send out an email blast (right?), it’s important to test your signing experience with a small group of recipients before sending it to thousands.
  • Beyond the Bulk Send Once the document has been distributed, now what? Easily check on the status of each envelope in your DocuSign account, just as you would a regular DocuSign envelope. Once a person signs the document, you'll be notified, and the completed agreement is routed back to your account. 

At DocuSign, we use Bulk Send all the time

Bulk Send is a huge time (and money) saver when we need to get important updates to our global workforce. We rely on it for many HR-related items like compensation plans, bonuses, employee handbooks, updates to T&Cs, annual benefit notifications – things that our entire staff needs to know and may require sign-off for policy compliance. Right now, with our entire staff working remotely, it’s proven to be an invaluable tool in our business continuity arsenal.

V2 of the Bulk Send API is now available, making it even easier to reach a wide audience with personalized, signable documents.  

Want to try Bulk Send? Contact us and we'll help. 

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Contributed by Vidya Narayanan, Sr. Technical Program Manager - [email protected]
This article is part of our [email protected] series which explores the ways we use our own products and features to run the DocuSign business. We don't just take advantage of the benefits of eSignatures, CLM and more, we get insights into our customers’ experiences which helps keep improving our products. 
Sours: https://www.docusign.ca/blog/get-important-documents-out-fast-bulk-send

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Merge docusign mail

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LEARN HOW TO MAIL MERGE IN DOCUSIGN AND SEND FOR SIGNATURE USING BULK SEND in 8 MIN!!! No Click Bait

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