Active Voice

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How do I set up template to pre-upload folks info with necessary information in specific areas of the form?

Forum|Forum|2 years ago
April 23, 2024
33 replies
736 views

I have a template set-up but is there any way we can skip the process of having external folks do anything with the form? We're thinking of automatically exporting the folk’s data, then pre-upload their info to the form with all the information in it, bulk sign and send them out. How do we set this up? Do we have to have that bulk list ready to set up those automations?

eSignature

Best answer by JohnSantos

@jcriollo - You can use the Bulk send feature to pre-populate the data on the form. You can also set the fields to be read-only but might run the risk of having the signers not able to correct the data. You will need to have your template ready with clear and descriptive fields so you can create the CSV file and pre-populate the data that way.

JohnSantos

Answer

Guru

@jcriollo - You can use the Bulk send feature to pre-populate the data on the form. You can also set the fields to be read-only but might run the risk of having the signers not able to correct the data. You will need to have your template ready with clear and descriptive fields so you can create the CSV file and pre-populate the data that way.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

J

jcriollo

Author

Active Voice

Do you know how we would need to set-up the CSV file? Is there a template provided? Also, do you know if we can do like a bulk sign-off? Like once all this information pre-populates, we then send to the main point person to sign and then have it sent to the recipient.

JohnSantos

Guru

@jcriollo - When you have added all the fields on your template, you can select Use the template. (You won’t send it yet). In the Add recipients area your will see a link to Bulk send. Click it. This will take you to where you can upload your CSV file. (But you don’t have it yet)

You will also find and option to Download a Sample CSV with all your labels on the headings of the CSV.

There is not an option to Bulk Sign. Once you do a Bulk Send, there will be each independent envelope to process. You can add the signature to your Document and have it be part of the template.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

Alejandro.Ramos

Docusign Employee

Hi @jcriollo,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

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

J

jcriollo

Author

Active Voice

Hi there. What criteria should I be adding to my CSV list? I am trying to set-up fields in the template so it’s ready for that list upload but won’t let me unless it’s linked to a contact. Can you provide some guidance here?

JohnSantos

Guru

@jcriollo - What error message are you getting? You heading for the CSV file should look something like this.

Name and Email are required for all the roles. One line per envelope sent.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

J

jcriollo

Author

Active Voice

Awesome! So I’m thinking of having my CSV set-up with Training - Date of Training (this will be different based on who attended on what day - June 5 or 6), Total Training CEU hours, Attendee First Name, Attendee Last Name, and then Session Name (the hope here is that DocuSign checks off the one that’s under this for each person), Email (to send to people who got certified).

Process would be to have the attached template ready (can you confirm this is set-up correctly?), then upload my CSV file with the information above, and have it pull information for each person, and once populated, it’ll send to final person to sign off, which will then send to the people who were certified through their email.

I’m moreso looking for things to be able to pre-populate in DocuSign from an upload and then once all of that’s ready, then send to the one person who needs to sign.

Is that the correct way of thinking of it? How can I make sure the workflow is set up correctly?

JohnSantos

Guru

@jcriollo - The template you have attached has been removed. But I think you have the right setup. You can always do a small test with just two recipients in your Demo environment. You can use a personal Gmail account and use this technique (firstnamelastname+user1@gmail.com, firstnamelastname+user2@gmail.com) to email to different recipients.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

J

jcriollo

Author

Active Voice

And then confirming if those custom fields are supposed to pull from the Excel sheet?

JohnSantos

Guru

@jcriollo - Yes, all fields including custom fields should come up on your CSV sample file, if they are on your template.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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