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Disseminate custom information to bulk list

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I want to provide custom information to a bulk list of recipients. I can put the bulk information into the CSV file but how do I identify the information in the template?

i.e. I want to provide a specific sequences of number but this sequences varies from recipient to recipient. How do I take the base template and create a form which varies this info or can I do it from the template?

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C

Community ExpertAnswer

Docusign Employee

Ok so the step missing is that you are using a "role" in the CSV header when none exists because you are not using a Template rather just creating an envelope. So here is what I suggest....

1) Go to Templates and choose New, Create Template.

2) Add a document to the Template, same basic file you are uploading in the envelope

3) Add Recipient but only define the "Role" as "User".

4) Add a text tag and define the Data Label as Plan.

5) Save

6) Use this new Template by selecting "Use a Template"

7) Upload the CSV file under Import Bulk

8) Should verify the fields and no errors with a popup.

9) Send it to yourself or a test email account. You should see the "Plan" field filled out based on what was in the CSV file.

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C

Community Expert

Answer

Docusign Employee

Ok so the step missing is that you are using a "role" in the CSV header when none exists because you are not using a Template rather just creating an envelope. So here is what I suggest....

1) Go to Templates and choose New, Create Template.

2) Add a document to the Template, same basic file you are uploading in the envelope

3) Add Recipient but only define the "Role" as "User".

4) Add a text tag and define the Data Label as Plan.

5) Save

6) Use this new Template by selecting "Use a Template"

7) Upload the CSV file under Import Bulk

8) Should verify the fields and no errors with a popup.

9) Send it to yourself or a test email account. You should see the "Plan" field filled out based on what was in the CSV file.

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C

Community Member

Legacy User

It worked!!!

Thank you so much!!

I've only used "Send an Envelope" all this time so I guess the references to Template confused me.

I've been trying to figure it out all day!

Thanks again!

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C

Community Member

Legacy User

Glad to be of assistance.

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C

Community Member

Legacy User

Thanks! Had exactly the same question, this is a bit tricky...

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.