SA How- To Bulk List Send Requests in DocuSign

User: specialarrangements@aswb.org

Password: “ASWBesl2022!”

1. Once signed in, click on the “Templates” tab at the top of the page.

2. Go to “Favorites” on the left side of the page.

3. Click “USE” on the template you are wanting to send.

4. Click on “Advanced Edit” at the bottom right corner of the page.

5. Under “Add recipients”, click on “Bulk Send”

6. Click on “UPLOAD CSV”, the “UPLOAD CSV” in the blue box that pops up.

7. You will choose to import the Excel bulk list for ESL, Lactation, or Part I that is located: S:\EXAM SERVICES\Special Arrangements\SCANS\2023\Review Folder 2023\DocuSign Sheets

8. Click “Accept”. Double check the list to make sure you have all the candidate’s we are sending to. Once you have checked, click “Finish Import”.

9. Click “Send Now”

10. Once the Bulk List has been sent through DocuSign, go back to that specific Excel sheet, and delete the candidates that are listed so they are not sent a second request.