Hello,

Thank you for reaching out here in the DocuSign Community.

I understand you are trying to create a CSV for a bulk send.

I would recommend you first create a template with the document and the needed fields (if these fields need information entered by the sender, I would recommend setting a specific Data Label). Once you have that done and saved it, select the "Use" option for that template.

On the recipients screen you will see an option that says "Bulk Send", please select the hyperlink and go to the Upload CSV tab, at the very end you will see a "Download CSV Template" which will provide you with a CSV customized with the fields of your template and all you would have to do is add the needed information.

You can find detailed instructions regarding how to set up a Bulk Send batch, here: https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send 

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

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