Add Bulk Import for Recipients
- 1.Create New Envelope
- 2.USE Single Use Template (that was created before)
- When using Bulk Import, each TEMPLATE will have a different ‘bulk import file’ setup, so it is important to ‘redownload’ each time what that format should be. The format will include ALL of the required fields in order for this process to work.
- If you click to ‘custom email’ to recipients, the import will look different then if that is unchecked.
Sample of Clicking on "Advance Edit":
Determine Bulk Layout
Sample of Downloading the sample CSV template
Sample layout file: (if Language is needed for English use: en):
Enter data into csv, save file (keep as csv file):
Import Bulk Layout
Sample of Importing Bulk Layout
Bulk list preview
See status of signatures