Add custom fields from bulk import into form

Bulk recipient CSV files can be challenging to configure correctly, particularly if there are many recipients and fields that the CSV must populate. You can generate a sample CSV file that is pre-populated with the columns that support the associated template. Select the sample CVS on the Choose how you'd like to upload your recipient list page. The flow lets you generate a customized CSV file that displays data from the template.

Use the following procedure to generate a customized bulk recipient CSV file.

1. Browse to the Templates tab.
2. From a prepared template, select the USE button to start a new envelope.
3. Select ADVANCED EDIT to access the full envelope view.
4. In the Add Recipients section, select the Bulk List NEW link.
5. In the Bulk Send dialog box, select the Upload a CSV option.

   

   The Upload a CSV window displays.

   1. If you don't have a CSV, you can use a sample CSV. Select the Sample CSV link to generate a CSV file that is customized for your envelope.

   

   The generated CSV shows the "Role::Field" pair for each recipient role on the envelope.

   In this case, you have a template with two role recipients: “Employee” and “Manager”, with the Employee getting custom data added to a document field called "Company". The "EmployeeID" column that does not have a role assigned is an envelope custom field. This is the only column that is not related to a recipient; it applies to the envelope as a whole.

6. Complete the column data as required.
   • To include access and authentication for recipients, see the Recipient authentication information topic.
   • To customize envelopes and prefill data into specific document fields, insert columns with the recipient role name and data label pairs. (for example, "Role Name::data label"). See the Add Recipients Information topic for more information.
   • To specify a custom email message and recipient language for each recipient, insert language and email columns as described in the Custom Email and Language for Bulk Send Recipients topic.
   • For SBS accounts, recipients who are signers must have a specified signature type. For details on formatting this data, see Bulk Send and Standards-Based Signature Types.
   • To use document generation .docx files with bulk send, insert columns for each required data field and provide values for each envelope row. See the Bulk Send With Document Generation topic.

   When your bulk recipient list is complete, you can bulk send from a template. Your bulk list can contain up to 1000 rows of data: one row for the header and up to 999 recipient rows.

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Ma. Cassandra | Docusign Community Moderator

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