Docusign Documentation Details

Add Bulk Import for Recipients

• 1.Create New Envelope
• 2.USE Single Use Template (that was created before)
• When using Bulk Import, each TEMPLATE will have a different ‘bulk import file’ setup, so it is important to ‘redownload’ each time what that format should be. The format will include ALL of the required fields in order for this process to work.
• If you click to ‘custom email’ to recipients, the import will look different then if that is unchecked.

Sample of Clicking on "Advance Edit":

Determine Bulk Layout

Sample of Downloading the sample CSV template

Sample layout file: (if Language is needed for English use: en):

Enter data into csv, save file (keep as csv file):

Import Bulk Layout

Sample of Importing Bulk Layout

Bulk list preview

See status of signatures