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Question

Custome Fields

  • September 26, 2024
  • 4 replies
  • 27 views

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Hello everyone,

I'm having some doubts regarding the use of custom fields and bulk send. I have a user who wants to use bulk send, but in the CSV, they want to add specific data like contract number and company. When editing the template to upload those details, I can't find the field that extracts that data. Do you know how I can pull that information?

Thanks,

Juana Lopez

4 replies

Hengfeng Ge
Rising Star
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  • Rising Star
  • 512 replies
  • September 26, 2024

have you add these custom fields in the template?

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  • Newcomer
  • 1 reply
  • September 30, 2024

I am encountering a persistent issue. Despite uploading a CSV file with customized data labels and renaming the labels for the newly added fields in the document, recipients are still unable to view the customized data content upon receipt.


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  • Community Moderator
  • 2554 replies
  • November 6, 2024

Hello @Ceci Leung ,

Welcome to the Docusign Community and thank you for posting your concerns!

Apologies for the late reply, can you ask the admin on the account (in case you are not them) and confirm that the settings “When an envelope is sent, write the initial value of the fields for all recipients” is enabled under Settings > Sending Settings: Fields and Properties

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


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  • Community Moderator
  • 2554 replies
  • November 21, 2024

Hello ​@Ceci Leung ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!