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Bulk Fields for Company and Title not populating on a bulk send

  • June 18, 2024
  • 5 replies
  • 304 views
R
Newcomer
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Hello,

I am trying to send out the same document to multiple people for individual signatures. I need to populate the signers name, company name, title within the company, the date signed and obviously the signature. When I set up a template and add those fields and click download the “sample csv” if provides me the desired field columns.  The problem happens when I upload the csv with the data filled out, the only item that populates is the name of the signer. 

The company text box and the title text box are empty and require the signer to fill it out.  How can I have the data provided in the csv pre-populate the company and title fileds?

Best answer by sofian_solusign

Hi R_Allen Paperstac,


The short answer is: that’s because you need to use text fields and not Company or Title fields..
I’ve recorded this quick video for you to give you more context



Hope this helps,
Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner

Need help with Docusign?
 🌎  www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube 

5 replies

C
Community Moderator
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Hello @R_Allen Paperstac,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience that this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that your bulk fields for company and title not populating on a bulk send

 

To confirm did you check that the column name and the field that you are trying to populate the information are exactly the same, because these are case-sensitive?

 

Also, are you using regular text fields?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

sofian_solusign
Frequent Contributor
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  • sofian_solusignFrequent Contributor
  • Frequent Contributor
  • Answer
  • June 19, 2024

Hi R_Allen Paperstac,


The short answer is: that’s because you need to use text fields and not Company or Title fields..
I’ve recorded this quick video for you to give you more context



Hope this helps,
Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner

Need help with Docusign?
 🌎  www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube 

We help organizations implement Docusign eSignature
C
Community Moderator
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Hi @R_Allen Paperstac,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

S
Newcomer
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  • SITixNewcomer
  • Newcomer
  • November 8, 2024

I attempted to use the steps outlined by @sofian_solusign for Company, but it did not work for me…
I created a small sample Bulk Import CSV, and edited the Text field in the template...when the doc is sent to the recipient, the company field is blank…
Suggestions…?  Thank you!

 

 

 

C
Community Moderator
Forum|alt.badge.img+15

Hello @SITix,

Thank you for reaching out to the Docusign Community.

I noticed that you have two columns with the field company, is this on purpose?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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