Importing from Excel into DocuSign

Hello ​@Kelly.Amott,

Thank you for reaching out to the Docusign Community.

To clarify is this for a bulk send?

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Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

Hi Chris. This isn’t for a bulk send as it’s form data and not recipient info that is involved. Also, from what I can see this particular agreement doesn’t have bulk send.

It looks like Elastic Templates has an option that gets us close with the ability to add data fields via a CSV but is there the ability to populate those fields with data? The business provided an example of a New Vendor Intake form where there are a possible 71 fields to populate and subsequently transfer to the DocuSign template. I can see where if they have to do this repeatedly for multiple vendors it can get tedious. 

Thanks.

Hello ​@Kelly.Amott,

No integration is being used nor any Docusign products like CLM? You are using only the Docusign Web App?

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

​@Kelly.Amott 

Would this solution provided ​@sofian_solusign be a solution for you?

Docusign Excel Integration | Community

This is superb information. Both this and the Mail Merge process look like viable solution candidates. I just need now to see how we are set up to implement either or both. 

Is there a way to tell by looking at my admin dashboard if we are licensed for the document generation add-on? I do see in the Sending Settings that we have the Agreement Template Builder option and that it is checked. I looked in Word and our organization has disabled access to the Microsoft Store which is where I would find this, correct?

Apologies for all the questions but this is like being gifted a really nice Ikea table, I can see what it can be, but need help putting it all together.

Hello ​@Kelly.Amott,

In your case the Account Admin will need to contact Support directly for Billing Inquiries, Account Change Requests, or Feature enablement. To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center. 

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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