Bulk Send - Can't import all data from CSV instead getting Active Directory data

Question

Our Company is trying to prepare bulk sign documents to send out to all of Our employees.

Data was prepared in CSV file and imported in Adobe bulk sign.

The problem started at the moment we found out that Adobe sign does not use this input data (it just takes email list), but rather AD data where required info is not available, therefore fields are left blank.

Is there something we can do to bypass AD and let Adobe sign use our CSV input data uploaded directly to automatically fill in required data?

MagentaSA · Answer

Try renaming the column headers in the CSV file (exported from AD) to correspond to the input fields of the document being used (see image below).

If this still does not work you may have to look at using the GigaSign add-on for Adobe Sign. This has alot more functionality. Problem is it only works on Windows and you need Java 1.8+ installed (see 2nd image below). Ensure that it works with the version of Adobe Sign you have licensed as I am not sure if it is available for the Enterprise version only.

Gigasign allows you to send, collect, and track documents for signature to thousands of people at the same time. It is designed for high-volume communications with your employees and customers–supporting up to 2,500 recipients with each bulk send. GigaSign uses the Adobe Sign API to provide the same functionality as MegaSign, and includes support for multiple signers, recipient groups, recipient roles, agreement names, carbon copy, sending reminders, etc

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