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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 - I am on a Standard Plan. That was the FIRST issue - even though Bulk Send was included in our plan, it wasn't activated. It took FOUR days for someone to turn it on. More importantly, I have resolved the issues on my own through trial and error, as both the FAQ and the Dropbox support have been either lacking or, quite simply, wrong (see below).
1. The main issue is that the instructions for bulk send are awful once you move away from the standard name and email mail merge (which is easy). https://faq.hellosign.com/hc/en-us/articles/360026162552-How-to-send-signature-requests-in-bulk There are no instructions on which fields need to be assigned to which user in the template, and without those details, it's bound to fail.
RESOLVED - here is how the template needs to be formatted (see below). Any fields other than name and signature need to be assigned to the SENDER (in PINK).
2. The support from Dropbox has been, quite simply, painfully slow and completely incorrect. If the template is formatted correctly (see #1 above), the "download csv template" absolutely, 100% generates the absolutely 100% correct .csv template for the merge data. I was told the exact opposite by Dropbox support (see below)
RESOLVED - If you format the template with the correct User Roles, Dropbox DOES generate the correct .csv file.
RESOLVED - here is the document, sent using Bulk Send, with the .csv file generated by the "download .csv template" button and the Company Name, Name of Signatory and Title all generated automatically using the .csv file.
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
First off I would like to thank you for sharing your experience with us, as well as the steps in order to make it work.
That will help out anyone else who runs into the same issue in the future. We really appreciate it and we've also provided your feedback to the team so the information is present on our side.
Thanks again for taking the time to write to us and sharing the solution too.
As for your last reply, you can perhaps post it in our Share an Idea area so that other users can up-vote it too.
Let us know if you have anything else to add 1000songs
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