New to DocuSign - How to create fillable form for multiple recipients

Forum|Forum|7 years ago
March 4, 2019
13 replies
1194 views

I have spent a long time reviewing videos, reading Community posts and scanning how-to documents, but I still don't understand this. I'm sorry. I have a PDF file that I would like to make into a fillable form. I have multiple recipients who will need to check boxes within the form and sign the form. I see where I can create an "envelope," upload my PDF and add DocuSign fields - checkboxes and signature fields - to the form. But in the upper-left dropdown, it's per recipient. How can I copy/paste or in some other way make all of the DocuSign form fields available to all of the recipients? Surely I'm not supposed to recreate a fillable form for every single recipient? Isn't there a faster way? Thank you!

eSignature

Best answer by Community Expert

Basically as you noted DocuSign is attempting to look at all fields and see if there is a corresponding header column in the CSV that matches, so it could use that CSV to pre-populate a Recipient field. Yes it is safe to move forward without pre-populating these fields prior to sending the envelopes as you are really requesting the Recipient add that info instead of pre-populate.

Here is a DocuSign article on Bulk Send with a section called "Prepare your documents to accommodate data from bulk recipient file". It notes that at a minimum the CSV required Name and Email address, so everything else is just optional.

https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send

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C

Community Member

Legacy User

Hi, thank you! I think this worked. My recipients received the file, completed it, and I see the completions, and I wasn't forced to have a duplicate signer for anything. Great! I did receive a weird pop-up message before I sent the bulk send, when I was setting it up, which I've placed below. I'm guessing this is similar to a mail merge in Word where it's trying to match fields in the template with fields in the CSV? But it's strange that it didn't have a problem with the required fields (radio buttons and signature). Plus, I'm not sure why it would be necessary to map the fields because it isn't producing a spreadsheet or "summary" for me where it's showing what everyone selected. Unless I'm missing something again? LOL. I'm thinking it's safe for me to move forward without matching these additional optional fields? Do you agree? Thanks again!

pop-up

C

Community Expert

Answer

Docusign Employee

Basically as you noted DocuSign is attempting to look at all fields and see if there is a corresponding header column in the CSV that matches, so it could use that CSV to pre-populate a Recipient field. Yes it is safe to move forward without pre-populating these fields prior to sending the envelopes as you are really requesting the Recipient add that info instead of pre-populate.

Here is a DocuSign article on Bulk Send with a section called "Prepare your documents to accommodate data from bulk recipient file". It notes that at a minimum the CSV required Name and Email address, so everything else is just optional.

https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send

C

Community Member

Legacy User

Thanks so much for your help with this!

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