Bulk Send

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I need assistance building a CSV file for Bulk Send and also for how to set up an envelope to bulk send a handbook.

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JohnSantosAnswer

Guru

@EJones - Once you have set up your template, you can download a sample of your CSV file. You will see the Bulk send option when you click on Use on your template.

You can click on the Sample CSV download button to download the CSV corresponding to your template. Make sure you are using good Data Label names as this will be the ones used on the headers of your CSV.

Can you explain what you mean by Handbook? You can send a PDF file if your handbook is in this format.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

JohnSantos

Answer

Guru

@EJones - Once you have set up your template, you can download a sample of your CSV file. You will see the Bulk send option when you click on Use on your template.

You can click on the Sample CSV download button to download the CSV corresponding to your template. Make sure you are using good Data Label names as this will be the ones used on the headers of your CSV.

Can you explain what you mean by Handbook? You can send a PDF file if your handbook is in this format.

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

Alejandro.Ramos

Docusign Employee

Hi @EJones,

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?

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,

Alejandro R. | Docusign Community Moderator

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

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