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May 15, 2020
Question

Adding custom fields to bulk send?

  • May 15, 2020
  • 0 replies
  • 656 views

Following the guide found here - https://helpx.adobe.com/sign/using/mega-sign.html

 

The video never explains how to add the custom fields or extra fields that are added to the csv besides email, name, etc.

 

In the video above, if I wanted to add the field Phone, how would I add that object to the PDF when adding the custom name and signature fields?  When adding fields to the document would I pick a signer info field and change the name?  Text field?

 

My ultimate goal is to fill the csv with a unique serial number for each recipient and add that to the PDF requiring signature.  I've named the field in the csv as  _es_signer_serial and tried many different fields and changing their name to serial but it's blank when sending.

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