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Participant
July 9, 2021
Answered

Is it Possible to add CC in .cvs for bulk send?

  • July 9, 2021
  • 2 replies
  • 1557 views

bulk send : Is it Possible to add CC in .cvs for bulk send.

Is there a data field like:

_es_signer_email -  Signer/To Email

? - CC Email?

This topic has been closed for replies.
Correct answer One each Scott

Greetings!

Send in Bulk does not currently allow for individualized CC'd parties on a per agreement level.

You can only configure a global CC that applies to all of the spawned child agreements.

 

-Scott

2 replies

Participant
November 4, 2022

Yes, I also need this option of CC.

 

But I have one more problem

 

Adobe Sign --- Bulk Sign

Bulk Sign is a wonderful option to send the same document for the signature up to 50 individuals in one go.


The problem is once the individual person has signed the doc then the fine name for all the Doc are the same and it becomes difficult to save the same name file in one folder.

For Eg. I have sent the file named:: Project signature to 50 individual people and once they sign, the file name for all signed documents remains the same i.e Project signature and that makes it difficult to save the file in the same folder.

Is it possible that Bulk Sign can add the email ID of the signer to the end of the document??

In the above example "Project Sign + Email ID of signer".

This way all the signed file becomes unique and easy to save.

Participant
August 15, 2023

Any updates on this request? Is it possible to cc using a 'send in bulk' csv?

One each ScottCorrect answer
Adobe Employee
July 12, 2021

Greetings!

Send in Bulk does not currently allow for individualized CC'd parties on a per agreement level.

You can only configure a global CC that applies to all of the spawned child agreements.

 

-Scott

mane5CE0Author
Participant
July 12, 2021

Thanks Scott.

Is it in pipeline for future development? 

This is a business requirement for us and i am sure lot of other companies would also benefit from this.

Since i am sending out in bulk to different parties, i have a requirement to have different pople in CC list.

 

Thank you.

Adobe Employee
July 12, 2021

I have opened a feature request to improve the Send in Bulk CSV to allow for the additional field _es_cc_email

However, that request has just entered the queue, so there is no projection on when/if engineering will be able to pick it up.

 

Sorry I don't have more information.

It does seem like a good improvement, so I'm hopeful, but I can't say with any certainty if or when this might come into being.

 

-Scott