Document Field populating from Bulk Send csv

Spent a good amount of time looking for an answer to this but can’t find one.

I have Admin access.

Have a csv with data that populates all of the data no problem for contracts to be signed. Attached.

I wanted to add the EmployeeID and have that pre-populate for the Employee. The same as their name and email does.

I’ve created a Document Custom Field called EmployeeID and can add this to the document but it doesn’t populate the data.

Tried all the different Field Types in the Document Field but none seem to work. Where possible, I’ve marked them mandatory or read only.

We’d also like to populate the address and other data as well if we can get this working.

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Hello @nzlittleman

Thank you for reaching out to the Docusign Community.

It’s best to create a template first for this document that you are sending in bulk, especially if you would like to use Document Custom Fields.

Once the template is created, you can use it and upon sending use the “Advanced Edit” to send it in bulk.

From there, you can download the CSV File and fill in each required columns for the envelope.

I hope this helps. Please "Select as Best" below if you find the answer to be useful.

Best regards,
Marco Paulo| Docusign Community Moderator

@marco.tanglao thanks for the reply.

This is the process I have followed but still doesn’t work.

Created a custom document field. Text.

Created a template.

Added Document Field into document and all standard fields.

Used template, Advanced Edit.

Bulk Send, uploaded csv and field shows (it's a 6 digit number). Copy attached in original post - used template downloaded.

Not showing on preview and when sent, all other standard fields work but the custom isn’t there.

Hi @nzlittleman ,

You need to download the CSV file from that template and use that file to upload after filling in the columns needed.

I hope this helps. Please "Select as Best" below if you find the answer to be useful.

Best regards,
Marco Paulo| Docusign Community Moderator

Hello @nzlittleman ,

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

Hello @nzlittleman ,

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

Sorry @marco.tanglao - this didn’t resolve the problem. I used that template originally.

Will move onto another product as Docusign isn’t as user friendly as it should be.

Hello @nzlittleman,

I’m sorry to hear that this didn’t resolve your issue.

You can always reach out to us if you need any help, or you can open a case so we can walk you through with the assistance that you need.

Open a case in the Docusign Support Center

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

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