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Bulk Send name missing
I used the DocuSign template to create the CSV file. One of the fields, Benefit Amount, populates but the Name field shows as an editable text box. I do not receive any errors.
Hello,
For every field that you have in your envelope you should have a correspondent field/column in your .CSV file.
Since you’re using a form with fields to be filled out, my suggestion is:
- Create a template for that form
- add the recipients
- in the document add the Text fields, rename them for a more short and objective name (use the Data Label option for this)
- Save your template.
- Now, use your template, click in advanced option, click in Bulk Send option then use the Download.CSV option tto download your .CSV file. That .CSV file will have all the columns/fields present in your template
- Edit the .CSV file filling out the fields as you need. Any text field you leave in blank will be necessary for your signer fill in.
- Save it then Upload your filled out .CSV file
See this example:
Employee:Training Date and Employee:Training type are in blank because the signers should provide those information, I mean, fill in those fields.
I think your example where there is a blank field is because the signer must fill in as the example above.
Let me know if that was clear.
Alexandre
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