Need help with bulk email templates using custom fields

​@hqbrevid 

You need to assign the custom field to one of the recipients even if it just a read-only field.  You CSV should have Role1::Envelope Custom Field 1 or Role2::Envelope Custom Field 1 or any other Role.

Hi John, that doesn’t work.

​@hqbrevid 

Are the custom fields on the Template?

Yes

Hi ​@hqbrevid—we're truly sorry for this issue you're having. Together, we can sort this out!

First, please verify that all your custom fields are properly added to your template. We recommend renaming each custom field's data label to something clearer and more descriptive.

Here's what you can do next: Edit your Template. Drag and drop custom fields to the document and update the data label, or use standard fields and rename the data label accordingly. 

• After saving your changes, use your template > click  Advanced Edit > select Bulk send and download the Sample CSV file. This time, the CSV should automatically include columns based on the fields you added.

For detailed instructions on the bulk sending process, please refer to the articles: 

Bulk Send Work Process

Prepare Documents to Integrate Data From the CSV File

Generate a Customized CSV File for Bulk Recipient Lists

We hope this helps you move forward smoothly. If you are still experiencing issues after following the steps above, we recommend opening a support case so our Technical Team can take a closer look at the issue via screen sharing 👉 Open a case in the Docusign Support Center

Here if you need us!

Regards,

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

Hello again ​@hqbrevid,

I trust all is well. We’d like to know if the suggested solution was helpful. If yes, we would greatly appreciate it if you could give it a Like👍and mark it as "Best Answer" ✅, to help other community members find trusted answers.😊

Let us know if you need further assistance—we're here for you!

Sincerely,

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