如何在DocuSign单个信封中向多收件人发送不同文档（并行工作流）

Got it, let's break down exactly how to pull this off—whether you're using DocuSign's web UI or automating via the API. The core trick is setting up parallel routing so all recipients get notified at the same time, and restricting document visibility so each only sees their own files.

Using the DocuSign Web UI #

• Start a new envelope and upload all the documents you need (each recipient's unique document plus any shared docs if applicable).
• Add all recipients in one go: The critical part here is setting every recipient's Routing Order to the same number (e.g., 1 for everyone). If routing orders differ, the workflow becomes serial, which you don't want.
• Assign documents to specific recipients:
  1. Click a recipient's name in the "Recipients" panel on the left.
  2. On the right-hand "Documents" section, uncheck the boxes for any documents this recipient shouldn't access.
  3. Repeat this for every recipient, making sure each only has visibility into their own unique file(s).
• Add signature/tags: Place the required fields (signatures, initials, etc.) on each document for the corresponding recipient. Double-check that tags only exist on the docs the recipient can see.
• Send the envelope: All recipients will get their signing request immediately, and they can complete their tasks independently—no waiting for others to finish.

Using the DocuSign API #

If you're automating this process, here's the core logic to implement:

• Build the envelope definition with status: "sent" (use "created" if you want to preview before sending).
• Include all documents in the documents array, each with a unique documentId.
• Define signers in the recipients.signers array, ensuring:
  • Every signer has the same routingOrder value (e.g., 1) to enable parallel processing.
  • Each signer has a documentVisibility object that specifies which documents they can view. Example snippet:

    "documentVisibility": [
      {
        "documentId": "1",
        "visible": true
      },
      {
        "documentId": "2",
        "visible": false
      }
    ]
    

• Attach tabs for each signer, linking them to their specific document(s) via the documentId field.
• Submit the envelope via the API—all signers will receive their requests simultaneously.

Quick Pro Tips #

• Double-check routing order: Even one recipient with a different routing order will switch the workflow to serial.
• Test first: Send a test envelope to your own email addresses to confirm each recipient only sees their assigned docs and gets notified at the same time.
• Shared docs work too: If you have a document all recipients need to sign, just leave it visible for everyone and add tags for each signer on that file—parallel routing still applies.

内容的提问来源于stack exchange，提问作者Mohini Gujarkar