Multiple Rows of data from .csv merged into single document to sign

Question

I have a .csv file that contains multiple rows of date per client and I'm trying to get the rows by client to merge into the template and then send for signature.  I might have 5 different clients on the .csv and each client might have 3 rows of data that need to merge into a single document and then send out.  I can't figure out how to do this.

Meenakshi Negi · Answer

Hi Stephanie27586892caso,

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

Could you please let us know the application you are using to create the document?

Share the step you are trying to merge the data from .csv to the document.

If possible, share the sample of the .csv sheet from which you are trying to merge information on the document.

Let us know if the issue is already resolved.

Thanks,

Meenakshi

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