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khnoc
Participant
March 24, 2026
Question

Exclude signer in signature chain MegaSign csv

I am using MegaSign to push out a document template that will auto-fill to create individual copies of a document. There are three signature blocks.

 

However, sometimes there are only two people in the signature chain. Is there a way to format the csv to be able to send documents for which there are only two signers, as well as docs with three signers, all at once? I tried leaving the cells blank that would contain third signer info and left the column headers, but this resulted in an error message when I uploaded the csv.

    1 commentaire

    Meenakshi_Negi
    Legend
    March 27, 2026

    Hi khnoc,


    Thank you for reaching out, and sorry for the delay in response.


    If you are using the bulk send feature to send the document, the workflow you are looking for is not possible. It is not possible to make CSV make the changes automatically. It will work for all documents according to the details added.

    For more information about the bulk send feature, refer to the following help document: https://adobe.ly/3Nx8kt3.


    Alternatively, you may want to try the workflow feature to see if it meets your needs. For more details about the workflow feature, please visit: https://adobe.ly/412bckG.


    Let us know if the information helps.


    Thanks,

    Meenakshi