Bulk Send CSV / Customized Data Label Field / text boxes still blank

Question

Hi, could anyone give a help with this bulk send problem please?

I changed bulk send csv column names to Role::DataField format, and filled the contents. Then in the fields I dragged Text boxes and changed data label to the same name as in the csv file.

Eg. in the csv column name as Customer::MobilePhoneNumber , and the text box's data label was changed to MobilePhoneNumber.

But after sent out, I noticed all these text boxes were blank, didn't show the content from the csv...

I tried a few times and all the text boxes were blank, could anyone help? Thank you!!

Community Expert · Accepted Answer

Hi,Thank you for reaching out here in the DocuSign Community.I would suggest starting the bulk sending workflow from a template, so you don't have to create your headers manually.For more details on this process, see:https://www.youtube.com/watch?v=r7z7tPS-5AoStarting from a template will allow you to download a customized CSV template with the right headers for each one of your recipient's placeholders and their related fields.Let us know if you need further assistance with thisBest 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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