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Newcomer
June 18, 2024
Question

Template with Merge Fields for Bulk Send

  • June 18, 2024
  • 2 replies
  • 134 views

How can I create a template with merge Fields for bulk send?

2 replies

Hero
June 18, 2024

@Marina.Dugarte Bulk Send has the capability of using a CSV file that can add data to fields based on the CSV Header and the Field “Data Label”. Here is a link, check the section called ”Recipient Fields” in the document for more info.

https://support.docusign.com/s/document-item?language=en_US&bundleId=wtn1643071711000&topicId=sed1578456384133.html&_LANG=enus

Docusign Employee
July 2, 2024

Hi @Marina.Dugarte,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!