Two questions: How do I add name field into a template so that the recipients see their name? Second question: How do I add a client name into template?

Thank you  This was very helpful.

I was able to do the bulk send but I still cannot figure out how to add the merged fields. The only place I see to add a merged field is in the template itself but I don't know how to call back to the CSV file?

If I was going to put the custom email in the CSV file, which column would I put that in?

Any further help would be much appreciated!!

Hi,

Thank you for following up.

I am glad to see that you found the resources I shared useful.

Regarding the template merge fields, you will want to add them as part of the template's email subject line and it will automatically populate the right recipient details once the envelope is sent, there is no need to include the field as part of the CSV for it to be included.

Please don't hesitate in letting me know if you have any other questions or concerns and I will address them as soon as possible. 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

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

Hi ​  - I think I'm close but it's still not quite working. Here is the template I'm using for testing:

In DocuSign, within the template editor, I added the merge field and then named it "Organization" on the data label to match the template:

But when I send it out as a test, it still shows blank:

Any ideas on what I could be doing wrong? Also, I tried adding [[Organization]] and [[Client::Organization]] in the subject line of the email and it doesn't pick it up from the merge :(

Hi,

I appreciate you keeping me in the loop.

The easiest way to ensure that your column headers are accurate and will work as expected is to generate your .CSV file out of your existing DocuSign template.

After "using" your template to start an envelope, you will get the option to download your .CSV file by clicking Bulk Send>Upload CSV>Download CSV template.

By starting the envelope from the template you will allow for the application to generate customized headers based on your recipient roles and field's data labels.

You can find detailed steps on this process, here:

Generate a customized CSV file for the bulk recipient list

Don't hesitate in letting me know if I can help with anything else in the meantime and I'll follow up as soon as possible.

Best regards, 

Alejandro R. | DocuSign Community Moderator 

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

Hi,

Also, about the email merge field, this field must be inserted by clicking the merge field button on the template's email subject line.

There you will have the option to pick whether you would like to insert the recipient's name or email.

For more details on this process, see:

To add merge fields to a template message subject 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

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

Thank you ! I think we're getting closer here. I followed your steps and am seeing this now when I try to send (it's preventing me to send:

Hi , I tried recreating this and it worked. Thank you for all your assistance!

Hi,

Thank you for confirming that the issue has been resolved.

I am glad to hear that you found the resources I shared useful, please take into consideration selecting the comment as the "Best Answer" if you find that it helped you solve your issue. 

And, please don't hesitate in letting me know if you have any other questions or concerns and I will address them as soon as possible.  

Best regards,  

Alejandro R. | DocuSign Community Moderator  

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