Mega Sign CSV Field populate

Workaround Methodology:

Step 1. The CSV cannot override settings for fullname and company. Adobe uses an algorithm to determine that info, and if it is unknown, user will be prompted to manually enter the info.

Step 2. In the CSV replace column header codes as follows:

"_es_signer_fullname" REPLACE WITH "customname"
"_es_signer_company" REPLACE WITH "customemployer"

Step 3. Then you need to add custom Text Input fields and adjust the properties in the template as follows:

A. Start with the "RECIPIENTS" drop-down set to "Send in Bulk Signer", and drag the Signature and Date fields over as you normally do. No special instructions on these two.

B. Next, set the "RECIPIENTS: drop-down to "<sendername> (me) (Prefill)" and drag over two Text Input fields. Then right-click > Edit, to edit the properties for each.

C. At the top of the first Text Input field properties dialog box, click the pencil icon and enter the field code as "customname" overtyping the "Custom Field 1" default value. Set it to READ ONLY then click OK.

D. At the top of the other Text Input field properties dialog box, click the pencil icon and enter the field code as "customemployer" overtyping the "Custom Field 2" default value. Set it to READ ONLY then click OK.

Step 4. Click SEND, you will see a yellow flag with with word "Start". Click "Start", then you will see a message: "Thank you for prefilling this document"

Step 5. Afterwards, click the "Click to Send" button in the lower right corner. It will prefill the "customname" and "customemployer" values with data from those columns in the CSV, successfully working around the restriction issue for name and company.