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Adding custom fields to bulk send?

New Here ,
May 15, 2020

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Following the guide found here - https://helpx.adobe.com/sign/using/mega-sign.html

 

The video never explains how to add the custom fields or extra fields that are added to the csv besides email, name, etc.

 

In the video above, if I wanted to add the field Phone, how would I add that object to the PDF when adding the custom name and signature fields?  When adding fields to the document would I pick a signer info field and change the name?  Text field?

 

My ultimate goal is to fill the csv with a unique serial number for each recipient and add that to the PDF requiring signature.  I've named the field in the csv as  _es_signer_serial and tried many different fields and changing their name to serial but it's blank when sending.

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

Adding custom fields to bulk send?

New Here ,
May 15, 2020

Copy link to clipboard

Copied

Following the guide found here - https://helpx.adobe.com/sign/using/mega-sign.html

 

The video never explains how to add the custom fields or extra fields that are added to the csv besides email, name, etc.

 

In the video above, if I wanted to add the field Phone, how would I add that object to the PDF when adding the custom name and signature fields?  When adding fields to the document would I pick a signer info field and change the name?  Text field?

 

My ultimate goal is to fill the csv with a unique serial number for each recipient and add that to the PDF requiring signature.  I've named the field in the csv as  _es_signer_serial and tried many different fields and changing their name to serial but it's blank when sending.

Topics

Send documents

Views

73

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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