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Bulk Send Custom Field

New Here ,
Apr 12, 2022 Apr 12, 2022

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I'm having issues trying to use custom fields from my prepared CSV file. I've followed the instructions, labeling the fields with the same information as from the CSV, but can't seem to figure out how to get the data to populate from the CSV onto the document. Ideally, I would love not only the name, email and signature to be individual for each reciepient, but I would like to be able to include individual information  for them on the document as well (i.e. supervisor, assignment, area of expertise).

Please help!

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Community Expert ,
Apr 12, 2022 Apr 12, 2022

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When you post a question you always need to tell the program you are using
There are MANY programs in a full subscription, plus other non-subscription programs
Please post the exact name of the Adobe program you use so a Moderator may move this message to that forum

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New Here ,
Apr 20, 2022 Apr 20, 2022

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Gah! My issue was with Adobe Sign. One of those times when you have the detail in your head but clearly forget to share with others and assume they completely understand what you're thinking. Apologies.

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New Here ,
May 05, 2022 May 05, 2022

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Hello, 

This is for Adobe Sign's Bulk Send feature.


Was this issue ever resolved for you? I am running into the same problem where I have at least 6 columns in my .csv file and I need these variables to be populared in each document. 

I can rename the Signer Info fields and but there is only Title, Company, Name, Email, and Date available. Is there not a general Signer Info field that I can rename for each of my columns?

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New Here ,
May 05, 2022 May 05, 2022

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I have not received a response on this issue and have been trying to figure it out with no luck. 😞

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New Here ,
May 10, 2022 May 10, 2022

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I had a meeting with a customer success represenative and tech consultant and got my answer. Apparently I had the proces completely wrong.

 

The custom tags are inserted into the original PDF/Word Document before it gets uploaded into Adobe Sign Bulk send. Below are my example tags that I put in the Word Document and then uploaded. The ! makes it so that it is fixed and can't be edited by the signer.

 

Volunteer Role: {{!_es_volunteer_role}}

Volunteer Date: {{!_es_volunteer_date}}
Volunteer Time: {{!_es_volunteer_time}}

 

After doing this and matching it to the CSV file exactly, it worked!

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