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People Operat26119836yco5
Participant
October 6, 2022
Question

create custom fields in bulk sending

  • October 6, 2022
  • 1 reply
  • 528 views

How to create 6 to 7 seven bulk custom fields whenever sending through bulk option.

 

This topic has been closed for replies.

1 reply

Meenakshi_Negi
Meenakshi_Negi
Legend
October 6, 2022

Hi People Operat26119836yco5,

 

Thank you for reaching out.

 

Would you mind elaborating on the custom fields you wish to add to the document when you are sending the document via bulk send?

Please share the complete workflow you are trying to achieve. That will help us to understand your question better.

 

Thanks,

Meenakshi

P
People Operat26119836yco5Author
Participant
October 6, 2022

Dear Meenakhsi,

 

Thank you so much of responding on my query. I saw a tutorial of how to send letters in bulk through adobe sign. In order to send letters in bulk, you have a create a file in CSV. I need to send more than 800 letters in my organiation through adobe sign for e-signature. I need to add name, passport no, their joining date, depatement, National Id card number and others fields on the letter. First i have to enter all this data in CSV file. Till that step, it is fine to me. I need guidane on how to link fields of CSV file to adobe letter in order to send to more than 800 persons. Please guide me in details so that I'll be able to complete task.

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