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Participant
November 17, 2014
Answered

Can EchoSign merge data from a spreadsheet to send multiple contracts?

  • November 17, 2014
  • 1 reply
  • 1635 views

I have a spreadsheet with multiple businesses in it, how do I get EchoSign to read this data and send each one a contract?

This topic has been closed for replies.
Correct answer Jat ATS

Hi,

You can use a CSV file to import your recipients email addresses and merge custom data into fields on the document for each recipient. This is known as the Megasign feature.

KB article, http://helpx.adobe.com/echosign/kb/sending-megasign-using-csv-file.html

Thanks,

Jat

1 reply

J
Adobe Employee
Jat ATSCorrect answer
Adobe Employee
November 17, 2014

Hi,

You can use a CSV file to import your recipients email addresses and merge custom data into fields on the document for each recipient. This is known as the Megasign feature.

KB article, http://helpx.adobe.com/echosign/kb/sending-megasign-using-csv-file.html

Thanks,

Jat

R
rachaelw29765937
Participant
January 6, 2017

Hello,

I am still not understanding how you merge the custom data into fields on the document for each recipient?

Thank you,

Rachael

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