Hi All

I have just been given admin rights and I note the new Bulk Send V2 is now out

I already have templates set up that I use for document generation (not set up with previous Bulk Send)

I have all the signatories set up below with all the spots on the document they would need to sign

It then takes me to this page where I painfully copy and paste all the relevant data into each field

The document is then generated as below example

Note the doc has lots more signature fields this is just an example

My question is, I have been trying to use the Bulk Send V2  as it looks like it could save me so much time. However how do I use the template to fill in the Document Generation fields and also save the pre-existing signatories? Some are approvers, some are witnesses etc and I don’t know how to replicate this in the CSV file. It looks like if you use the Bulk Send option you HAVE to input a bulk send recipient?