Hello ​@BecSteele 

Thanks for reaching out, and a warm welcome to the Docusign Community!  We are absolutely delighted to have you here and can't wait to share our knowledge with you.

I understand the issue with bulk sending where the imported data did not populate, resulting in no prefilled information for your recipients. We're sorry about this experience, and let's work together to sort this out. 

While you've mentioned you already worked on this, let's review the process step by step to ensure everything is configured correctly. 

1. Begin by editing your template. Add the Text boxes and assign/rename specific Data Labels

• Textbox 1 Data Label: Employee Full Name
• Textbox 2 Data Label: Employee Address
• Textbox 3 Data Label: Employee Commencement Date

2. Next, add Standard fields: Signature, Name, and Date Signed fields.

3. Use the template to initiate the Bulk Send. This is important: download a new CSV file and manually input the data. Kindly confirm that the data is formatted correctly and the column header matches the field names in your Docusign template. It will look like this.

4. Finally, here's what it looks like when received. The recipients will receive the document with the prefilled information.

Note: When previewing documents in a bulk send, prefill information will not be visible. However, this information will be displayed correctly on the recipient's side once they receive the document. Regarding those previous envelopes that were sent without prefilled information, individual corrections can be made. For more information on correcting envelopes, see: Correct an Envelope

For detailed instructions on the bulk sending process, please refer to the article: Bulk Send Work Process

I recommend running some tests before sending to confirm the accurate appearance and functionality of the agreement. This will help identify potential issues and ensure recipients receive the correct information. If you encounter any issues that are not resolved by the steps provided, and the matter is urgent, consider opening a support case and requesting a callback from Technical support. This will allow for a screen-sharing session to troubleshoot the problem. 👉 How can I request a phone call from Docusign Support?

I hope this is helpful to you. If you consider the response useful, please click “Select as Best” to mark it as the “Best Answer .” This will assist other users with similar questions and help them find it more easily.

Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!

Hi,

I have helped other clients set up and integrate DocuSign for similar bulk-send workflows, so happy to assist here.
You can reach out to me on my email here

Colin

Hello ​@BecSteele,

I trust all is well. I'm following up on my previous response. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. 

Let us know if you still need help or if anything else comes up, we’re here for you.

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!