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
737 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.

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JohnSantos

Guru

@jcriollo - For checkboxes you would need to set up the CSV like on your image of the CSV about provided. Since you changed it to Radio fields, you can just enter the value you want to be pre-selected. Make you sure you download another sample of the CSV if you make changes to your template.

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J

jcriollo

Author

Active Voice

I think I got it!

I have CSV set up like this. For the actual template, I put separate checkboxes and added in the Data Label and Checkbox Values that I want to pull. Is this correctly set-up?

JohnSantos

Guru

@jcriollo - Yes, it looks correct. Assuming you are using an updated version of the CSV file. Do send a small test envelope to validate the information is being pre-populated correctly.

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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