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Bulk Send - CSV file formatting
Trying to bulk send and have four fields
Company
Signature
Full Name
Title
No matter what I do, Bulk Send is only expecting two fields: Full Name and Email. Doesn't matter if I hav...
While working through this issue, I also asked Customer Support how to deal with signatories whose names don't fit the "firstname, lastname" restriction in Dropbox sign. I was told there is no workaround (see below).
RESOLVED - once you know how the .csv files need to be formatted AND the roles that need to be assigned, there is a very simple (but not documented) workaround.
1. Here is how the template needs to be formatted (see below). You need a textbox assigned to the SENDER where you would normally just have the "Full Name" field assigned to the recipient.
2. Then you need your .csv file to look like this (which you CAN automatically generate using the "download .csv template"):
3. Now your recipient will receive a document with their proper name (see below)!
It would be fantastic if Dropbox had accurate documentation and sample files. This was SIX Days to get 33 signatures. Would have taken 5 minutes with DocuSign (100 signatory limit instead of 20).
Walter
Dropbox Community Moderator
Dropbox Community ModeratorDo you get the same results after clearing your browser's cache or on another browser as well 1000songs?
Cleared cache. Switched from Chrome to Safari. New MacBook. Up to date everything. Between the obvious flaws in Bulk Send and the clunkiness of even the Community Board, I'm rethinking the $5K a year we spend for Dropbox and the various integrations with SalesForce. I know everyone is trying to help (and it's appreciated), but this is the simple stuff!
- Hannah
This is pretty strange, indeed, 1000songs.
If you simply drag the image from your computer into the reply box? That works for me.
Thanks all - can we get back to figuring out how my csv fields have to be formatted and which roles need to be assigned? I have 4 fields (Company, Signature, Full Name, Title) and I have all this data - I don't want the recipient to have to do anything but sign.
Unfortunately, whatever I do, Dropbox chokes saying it expects 2 fields and sees 4. The instructions here are clear as mud https://faq.hellosign.com/hc/en-us/articles/360026162552-How-to-send-signature-requests-in-bulk
Thank you!!
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