Need help with bulk email templates using custom fields

Community,

Need some help with bulk sending please!

My custom fields are not being recognized when starting an envelope, then opening the template, and selecting the csv below. When I download a sample csv, it doesn’t have most of the custom fields that have been created.

I’m sure the csv header is not pulling across or formatted correctly.

Thanks!

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@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.

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