How to include merge fields in Supplemental documents? alt solution(s) to accomplish goal?

Question

I am using the bulk email functionI want to be able to send pages one and two of a five page document to signers for immediate signature and return.  I am using various merge fields via CSV and text fields on the DocuSign to import these merge fields.  I also need to be able to attach pages three, four and five in such a way that the signer can still access these pages after the document has been signed, completed and sent back to me via DocuSign.  And I need to be able to import fields from a CSV onto these pages, so that each page is customized for each different signer.  These additional pages are to be completed by the sender whenever they are able, and send back to me through means other than DocuSign (return in person, fax, email).  How can I accomplish this with DocuSign?

Ma.Cubio · Accepted Answer

Hi ​@Fizics316— thanks for raising this.Apologies, but what you’re asking seemslike implementation questions, which don’t appear to fall into Support’s break/fix scope. And theworkaround for what you’re trying to achieve is in line with Professional Services, not Support. We highly recommend that you work with your Account Executive to schedule a meeting with an Engagement Manager to scope a professional services engagement for your assistance.Just in case you might be confused about how our Bulk Send functionality works in the Docusign web app versus in Salesforce, here's how: In the Docusign web app, it's a CSV upload, and we then mergerecipient and field data from each row in the CSV to the respective spots in each envelope. However, with our Salesforce integration, Bulk Sending is accomplished programmatically using the Apex Toolkit, which would require our customerto have a Salesforce developer write Apex code.Wishing you a smooth rest of your day!—Ma. Cassandra | Docusign Community ModeratorMark as “Best Answer” if this helped clarify things.

Fizics316 · Answer

If what I’d asked above can’t be done, can unique attachments be sent out to different signersvia CSV? For example I can just create the unique PDFs via word, and then tell DocuSigns bulk feature which PDFs to attach as supplemental attachments via my CSV file?

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