+1I am trying to do a bulk send, where I want to prepopulate about 10 fields with customer information. I have set all my data field names, however, when I do the bulk upload and download my CSV template the data fields I created are not there. It has other names like access code and other that I cannot find when they tie to.
Thanks for any help.
Best answer by Alejandro.Ramos
Hi
Welcome to the Docusign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that you haven’t been able to download the customized CSV file for your template, but I will assist you in solving the issue. In my personal experience there might be cases in which the CSV file might not populate the right column headers right away. In these scenarios I have been able to successfully download the CSV file by removing the template from the envelope and re-adding it, afterward the CSV downloaded did contain the right column headers.
Feel free to let us know if you need further assistance with this. Thank you for using Docusign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15Hi
Welcome to the Docusign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that you haven’t been able to download the customized CSV file for your template, but I will assist you in solving the issue. In my personal experience there might be cases in which the CSV file might not populate the right column headers right away. In these scenarios I have been able to successfully download the CSV file by removing the template from the envelope and re-adding it, afterward the CSV downloaded did contain the right column headers.
Feel free to let us know if you need further assistance with this. Thank you for using Docusign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+15Hi
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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