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Create a CSV and Word Template with multiple signers for bulk delivery

Community Beginner ,
Dec 01, 2023 Dec 01, 2023

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Dear Support,

I was looking for a solution on how to send individual documents for singature to multiple persons.
Each document has 4 fields that need to be signed by 4 individuals.
I was able to use the the send in bulk (mega sing) function by creating a word template and a csv file.
But I was not able to do the same, if the Word template has more individuals that need to sing a document.

Thank you for your help in advance
Daniel

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Advisor ,
Dec 04, 2023 Dec 04, 2023

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Bulk delivery is when you send out 1 or more documents for only 1 person to sign.  If you need more than 1 person to sign a document you can either create a workflow and integrate a template with the document you need signed.

Set up signing workflows (adobe.com)

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