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I have a csv file that has 37 different people with addresses, emails, phone number, typre of boat, lease date and etc that I would like to match to the text fields on contract template I have created. In reading from the knowledge base regarding bulk send, Docusign will only let me use a predetermined set of columns.
Solved
Is it possible to import 10 different fields of data from a csv file into the text fieldfs I created on my template?
- Legacy User
Best answer by Community Expert
This shoud be supported under Bulk Send per the following:
Recipient Fields
Include recipient fields on template documents as usual. As with the prior version of bulk send, to specify values for Text, Drop Down, Note, and Checkbox fields, change the Data Label for the fields to a meaningful string and insert a column with the same string in the bulk list CSV file, prefaced with the recipient role name (e.g., Role Name::data label).
Here is thew DocuSign article I referenced....https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send
- Docusign Employee
- 1935 replies
- Answer
This shoud be supported under Bulk Send per the following:
Recipient Fields
Include recipient fields on template documents as usual. As with the prior version of bulk send, to specify values for Text, Drop Down, Note, and Checkbox fields, change the Data Label for the fields to a meaningful string and insert a column with the same string in the bulk list CSV file, prefaced with the recipient role name (e.g., Role Name::data label).
Here is thew DocuSign article I referenced....https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send
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