How does my CSV upload work?

What is a CSV file?

In short – a CSV file is a text based spreadsheet! 

In this CSV, you need to place your party information along with any pre-fillable field information that you want filled in. 

In order to proceed, we’ll need to upload a CSV file containing all of the information required for this bulk send.

Step 1

To start, click ‘Download your CSV’. This will download a file featuring the various categories related to the number of parties each single envelope features, alongside the option to fill out prefill fields within the Template.

What is a prefill field?

It’s a text field you’ve set up on your Template that will prompt you to fill it in before sending it to your signers. For more information on creating prefill fields – click here.

How to fill in your CSV

The name of each database column should correspond with the essential information required for your envelopes, as follows.

• Envelope Title: This will be the name of the envelope your Parties will see, this will not change the Bulk Send Name.

  
  

• Party Name: The name of the party that will appear in the signature request email, audit trail and signing page. Each party is assigned to the signer roles that have been set up.

  
  

• Party Email: The email address that will receive the envelope.

  
  
• Party – {Prefill Field Name}: This will depend on the prefill category name (e.g. name, address). Whatever you’ve labelled the prefill category as will appear here. If a prefill is not entered, it reverts to a regular text field, filled in by whoever it is assigned to.

Step 2

Based on the rules above, you will need to populate the information in the CSV with the relevant information. 

This will vary, depending on the number of parties and whether there are prefills set up, but the logic is the same. 

How exactly you get this information depends on your own system, but many CRMs feature the ability to export the required data. 

For more details, take the provided CSV to your system’s administrator if it’s unclear!

Step 3

After populating your CSV with the required information, you can click the ‘Click here or drag a file to upload...’ area, or drag your CSV file into this area to upload it to Signable.

After uploading, you will see the file appear in the upload area, the ‘Next’ button will become active and you’re ready to continue!

Step 4

The next step outlines any issues with the data provided, if there are any. 

Depending on the error, you may be asked to edit names/emails as required if they are invalid.