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How do I use a custom form to gather address, name, etc., and then have those items automatically plugged into a DocuSign template?
- Legacy User
Best answer by Community Expert
I was not sure if you are using something like SpringCM or another CRM product to try to integrate. Outside of integrations the only option I am aware of to plug in DocuSign field data is the use of Bulk Send. Bulk Send uses a CSV to import information.
- Docusign Employee
- 1935 replies
- Answer
I was not sure if you are using something like SpringCM or another CRM product to try to integrate. Outside of integrations the only option I am aware of to plug in DocuSign field data is the use of Bulk Send. Bulk Send uses a CSV to import information.
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