Automating the process of filling in DocuSign templates using csv, excel

Hi ​@Nolla 

Have you looked into the Bulk Send for Multiple Recipients process in DocuSign?

​@JohnSantos Hi

I also need to prepopulate templates with the information from csv, so not only emails and recipients’ names.

Is there a solution?

Thank you

Hi ​@Nolla,

Thanks for posting your question — we're glad you're here, and happy to share knowledge with you. To confirm, are you looking to prepopulate recipient fields using data from a CSV file when bulk sending, beyond emails and recipient names?  If so, this is absolutely achievable. See below:

• Begin by editing your Template. Add the necessary Fields. Rename the Data label > then save your Template.

• Next, use your template > click  Advanced Edit > select Bulk send and download the Sample CSV file; it will automatically populate a column based on the fields you added to your envelope.

Here’s a sample: There are three text fields on the envelope, and I applied a Data label to each field  (Employee Full Name, Employee Address, Employee Commencement Date) 

Columns A and B - is your recipient’s name and Email ( this is where the envelope will be sent )

Columns C, D, and E contain the information that will be applied to the envelope based on the data you entered in the CSV file.

Make sure to fill it all in and save > Upload the CSV file.

Finally, here's what it looks like when received. The recipients will receive the document with the prefilled information.

​ 

For detailed instructions on the bulk sending process, please refer to the articles: 

Bulk Send Work Process

Prepare Documents to Integrate Data From the CSV File

Generate a Customized CSV File for Bulk Recipient Lists

I recommend running some tests before sending to confirm the accurate appearance and functionality of the agreement. This will help identify potential issues and ensure recipients receive the correct information.

I hope you find this helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you have questions— we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"

Hi ​@Nolla,

I trust all is well. We’d like to know if the suggested solution was helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you need further assistance—we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"