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When sending out bulk letters that require signatures is it possible that a blank field can be populated with the receivers name automatically? If not is there some alternate option, we have over 300 letters to send out to separate companies that require e signatures and we would like the name field to be populated with their individual names - any help is appreciated 

yes, it support, you can create template with custom field, then download the bulk send list csv for this template. and prepare the csv with the fields as you need.

https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=wtn1643071711000&topicId=pic1578456385474.html&_LANG=enus

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@akab 

Yes, you can automatically populate a blank field with each recipient’s name when sending out bulk letters for signatures in DocuSign. Here’s how to set it up effectively for your bulk send of over 300 letters:

  1. Prepare a Bulk Send CSV File:

    • Create a CSV file that includes columns for each recipient’s information. Make sure to include a “Name” column to hold each recipient’s name, along with other necessary details like email and any other personalized information you need.

  2. Design the Template:

    • In your DocuSign template, place a blank field for the recipient's name where you want it to appear in the document.
    • Label this field with a data label matching the “Name” column in your CSV (e.g., "RecipientName").

  3. Link Fields to CSV Columns:

    • When setting up the bulk send, DocuSign will pull data from your CSV and match it to the labeled fields in the template. As a result, each document generated will display the recipient’s name in the designated field.

  4. Review and Send:

    • Upload the CSV in DocuSign’s bulk send feature.
    • Preview a few documents to ensure each name appears correctly before sending to all 300+ recipients.

Hello @akab ,

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Nathaly | Docusign Community Moderator
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