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Active Voice
May 23, 2024
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Templates and text blocks for permanent or Signer provided information

  • May 23, 2024
  • 14 replies
  • 261 views

I am creating a template that has a few different things going on it and having multiple problems. I am using the bulk send feature and uploading a CSV file and it is requiring some information that I can’t figure out how to change.  I have not done this in a year and didn’t have to do this last year.

  1. I have radio boxes that are for voting.  it has a group name and conditional field. It is requiring me to include that group name as part of my CSV file.  I have it set up exactly as last year and it didn’t require it last year.
  2. The conditional fields are for checkboxes to be checked if one of radio boxes is checked. It wants me to provided information for the checkboxes in the CSV file also.
  3. I have a text block that just needs to have a word in it that does not change.  I could put this in the CSV file if necessary but I didn’t have to last year.
  4. I have 2 text blocks for the signer to fill out if it applies to them.  There is no conditional field for this.  It is up to the signer.  Again, it wants something in the CSV for it.
  5. I have a document upload option for the signer to use if it applies to them.  There is no conditional field for this.  It is up to the signer.  Again, it wants something in the CSV for it.

I have done this more than once, so I am not a newbie, but I only do it once a year. I have been unable to find a customer support number to call and when I tried to use the support tab it wants me to tell it my CLM and log in but tells me I can’t. I have not ideea what CLM we are using either.  Just basic docusign from what I understand.

 

Please help.  Of course I am on a timeline.

Thanks!

Lee

Best answer by LHaslitt

@JohnSantos I have put in a support ticket.  I was able to get in touch with Austin, our former account rep.  He did a zoom screenshare with me and thinks everything I have done is correct.  He thinks an enhancement has messed with it.

Thank you for trying to help!

14 replies

LHaslittActive VoiceAuthor
Active Voice
May 24, 2024

This is my sample CSV file.

 

 

JohnSantos
Guru
Guru
May 24, 2024

@LHaslitt - You also need to add a column for Shareholder;;Name and Shareholder::Email if it is part of the template.

 

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
LHaslittActive VoiceAuthorAnswer
Active Voice
May 24, 2024

@JohnSantos I have put in a support ticket.  I was able to get in touch with Austin, our former account rep.  He did a zoom screenshare with me and thinks everything I have done is correct.  He thinks an enhancement has messed with it.

Thank you for trying to help!

Docusign Employee
June 8, 2024

Hi @LHaslitt,

 

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!