Opportunity
Save time by adding or editing multiple DocuSign Department Account Users at once rather than one by one.
- Account Administrators can add multiple users to their account at one time by creating a CSV file with the user information and uploading it.
- Similarly, Account Administrators can edit multiple user profiles at once by creating a CSV file with the edited information and uploading it.
Note: Adding and Editing must be done as two separate activities.
Process Overview - Adding Users
To add multiple users using bulk actions
- Create a comma-separated value (CSV) file with the user information as described in CSV file for Add Users.
- From DocuSign eSignature Admin, click Users.
- Click BULK ACTIONS and select Add Users.
Note: Screengrabs are taken when the browser window is full-size.
Narrowing the browser window might change what you see.
4. In the Bulk Add Users dialog, click UPLOAD CSV FILE.
5. After confirming the upload, the file is placed in a queue for processing and you are taken to the Bulk Actions log page, where your Add Users job appears in the log.
Note: An account can only have one in-process CSV file at a time.
6. Click the refresh icon in the Actions column to update the job status. The system processes the file and checks for errors in the formatting of the file and user information.
7. Once the file is processed, for users that were successfully added to the account, an activation email is sent to the user.
Please see details to ensure your CSV file is formatted correctly so the process won’t error out.
Process Overview - Updating Multiple Users
To update multiple users using bulk actions:
1. Create a comma-separated value (CSV) file with the user information as described in CSV file for Add Users below.
2. From DocuSign eSignature Admin, click Users.
3. Click BULK ACTIONS and select Update Users.
4. In the Bulk Update Users dialog, click UPLOAD CSV FILE.
5. After confirming the upload, the file is placed in a queue for processing and you are taken to the Bulk Actions log page, where your Update Users job appears in the log.
6. Click the refresh icon in the Actions column to update the job status. The system processes the file and checks for errors in the formatting of the file and user information.
Please see details to ensure your CSV file is formatted correctly so the process won’t error out.