Skip to main content

I have full admin access. I added a role name when I created the template. The template maintains its fields but when I try to send the document to multiple recipients it alerts me to needing to go add fields for each recipient (color-coded). There must be a way to assign the same fields to all recipients because otherwise the bulk send feature would be useless.

Hi,

Thank you for reaching out here in the DocuSign Community. 

Once you have created your template and downloaded its customized .CSV file, the fields related to the role will be assigned automatically after you have uploaded the recipient list to the envelope.

Within the .CSV file the custom headers are the ones that will represent both the Roles and their related fields, you will just have to paste your recipient list in the file and once it is uploaded these will be created accordingly.

For detailed steps on how to download your custom .CSV template and send a bulk batch, see:

Generate a customized CSV file for the bulk recipient list

Bulk send from a template

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

Compare eSignature plans & pricing 

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 

"Select as Best" below if you find the answer a valid solution to your issue! 

Reply


Code of Conduct