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How do I prefill fields in a document with info from a CSV file using Mega Sign

New Here ,
Dec 12, 2017

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I have a contract that has to be sent out to around 300 clients. I've set up a CSV file with all the clients details and have imported this to Mega Sign. I want to bulk pre-fill some of the fields in the contract with information in the client CSV file (so, for example, merge the client's name and address, so that I have 300 personalised documents just waiting for signatures). I've seen this done on Adobe sign videos (but it's all a bit smoke and mirrors without the detail of how they actually do it), and I've been told by Adobe staff that it can be done (but they don't know how and technical staff never get back to me). Can anyone help?

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How do I prefill fields in a document with info from a CSV file using Mega Sign

New Here ,
Dec 12, 2017

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I have a contract that has to be sent out to around 300 clients. I've set up a CSV file with all the clients details and have imported this to Mega Sign. I want to bulk pre-fill some of the fields in the contract with information in the client CSV file (so, for example, merge the client's name and address, so that I have 300 personalised documents just waiting for signatures). I've seen this done on Adobe sign videos (but it's all a bit smoke and mirrors without the detail of how they actually do it), and I've been told by Adobe staff that it can be done (but they don't know how and technical staff never get back to me). Can anyone help?

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Adobe Employee ,
Dec 17, 2017

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Hi Jos,

Sorry for the delay in response.

I would suggest you get in contact with the support team to get help on this.

I have sent you a private message with some details.

Please check your inbox and refer the steps mentioned there.

Let us know if you need any help.

Regards,

Meenakshi

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New Here ,
Oct 03, 2019

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I am also interested in the answer if you are able to help please? My experience with Adobe Support has been fruitless.

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New Here ,
May 22, 2018

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Hi Jos and Meenakshi

I am trying to do exactly the same as you have 350 people that need to sign a contract and need to pre-populate their names, company and address. but cannot find how to pull the data from the csv. The guides and staff i have talked to say it can be done but no one know how!!

Did you get this resolved?

really need help with this.

Thanks

Jonathan

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New Here ,
Oct 03, 2019

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Did you ever get a reply as I am interested in the answer?

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New Here ,
Oct 03, 2019

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Did you ever get a reply as I am interested in the answer?

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New Here ,
Oct 03, 2019

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Did you ever get a reply as I am interested in the answer?

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