DocuSign can also be used for mass generation exercises. You can watch a video showing this process here.
Avvoka's Mass Generation feature streamlines the process of creating unique document suites for large groups of individuals.
Please note only Profile Managers will be able to use this feature. If you need to make a user a Profile Manager, it can be done using the Support tab by users that have the rights to access to it.
For accessing the feature, visit the "Drive" tab and select the relevant folder from the left bar.
Then, click on the below icon which when hovered over says, "Send folder to DocuSign." Please note only Profile Managers can see this icon.
It is important to note that all the documents contained within that folder will be sent off to DocuSign.
You will then be taken to the relevant page where you can add the email subject and body, and use placeholders from the document to personalise each email. For instance, in the case below, there were two placeholders in the document: Email and Name. Remember to add the email addresses as attributes in the template beforehand. Emails can be inputted in the relevant question within the questionnaire (you can use custom questions using explanatory text if they will not be used in the document body).
You can indicate the location of signature fields to make the process faster. For instance: you can add a plain text saying "participant_signature", where you want your signature placeholder to be included (we recommend you use white colour font for this so then it is not visible in the final document).
After filling in the email contents, you could also add new attachment using the 'Add new attachment' button on the next page to upload a PDF or a Word attachment to the envelope.
The placeholders from your document can be seen on the very first screen when you have initiated the mass generation of the documents. You can use these placeholders to create custom emails that will populate accordingly with the answers to each individual document, such as '[Name]' and '[Email]' in the given example.
For instance, your email can say "Dear [Name]" and if your envelope recipient is called "Jane", she will receive an email saying "Dear Jane".
After filling in the email contents, you could also add new attachment using the "Add new attachment" button on the next page to upload a PDF or a Word attachment to the envelope.
On the next screen, you can choose to group the recipients by making use of the placeholders so that if they have the same email and name, for instance, they will receive the document together as a group.
In the subsequent window, add recipients by selecting the relevant placeholder. You can also apply field labels to identify the location of the signature block or other fields. For instance, in the previous example where participant_signature was added as plain text in white font, the system will recognise it and insert a signature block accordingly. You can include indicate the exact locations for signature blocks and other fields need to be placed within the envelopes.
You can also add text fields and date of signature fields:
Prior to dispatching the documents, you can mark them as drafts and thoroughly review everything on DocuSign to ensure accuracy. If you prefer it, you can untick the box to send the documents directly.
Once the documents are sent, you will receive a summary detailing the recipients and the quantity of documents they received. You can group your documents so that if they share the same name and email, the documents will be sent to them as a group. The documents will reach the emails specified by answering the questionnaire before beginning the mass generation.
If you marked your envelopes as "Drafts" you can review them directly in DocuSign (under the "Manage" tab), edit them if needed and then send them out.
If you added signature labels like the example of "participant_signature" that will be replaced by the relevant allocated field in your envelope:
