Hello everyone,
I'm having some doubts regarding the use of custom fields and bulk send. I have a user who wants to use bulk send, but in the CSV, they want to add specific data like contract number and company. When editing the template to upload those details, I can't find the field that extracts that data. Do you know how I can pull that information?
Thanks,
Juana Lopez
have you add these custom fields in the template?
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I am encountering a persistent issue. Despite uploading a CSV file with customized data labels and renaming the labels for the newly added fields in the document, recipients are still unable to view the customized data content upon receipt.
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Apologies for the late reply, can you ask the admin on the account (in case you are not them) and confirm that the settings “When an envelope is sent, write the initial value of the fields for all recipients” is enabled under Settings > Sending Settings: Fields and Properties
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
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Best regards,
Nathaly | Docusign Community Moderator
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