Docusign Bulk Send - Step by Step Tutorial (2024)

►► Need help with Bulk Sending DocuSign Envelopes?
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In this video, I go over the two methods you can use to do a DocuSign bulk send in 2024.
You can either use the CSV or API method.
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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[@Solusign]

🗓 Book A Strategy Session: bit.ly/4fmXdM9

[@Mary-b9d]

DocuSign Bulk Send feature -- how do you know if it has been activated on your plan? We keep trying to use it and it doesn't have the same parameters as what you are showing in your tutorial...

[@Solusign]

If you don’t see bulk, it’s not activated in your account settings.

[@RamziTabka]

👏