The admin of a multiuser account can do bulk updates or add users to their account. Use this method if your company has changed their name, to ensure all your users have the correct information set for their account. You can also use it to create users in their account.
There are opportunities to make mistakes in the process, so follow the steps closely.
This process requires a .CSV file in a specific format. Below, there's a sample file that this article references. This .CSV can be used for your bulk user update, once you've enter your user-specific data.
Save this file as a .CSV file to upload it to Adobe Sign. To save it, open the document in Microsoft Excel and choose File > Save As. Choose .CSV from the Save as Type pop-up menu.
Specific information is necessary to create or change a user's information in our system.
The new e-mail address you want to use cannot exist in Adobe Sign when doing a bulk user update. It is best achieved when nothing has been sent through Adobe Sign to the new user's e-mail address.
To access this option, go to the Account page and choose Users followed by the plus (+) sign.
Click the 'Create users in bulk' tab. The options for the bulk update appear. Click the Browse button to open a window so you can navigate to the .CSV file saved to your system.
Deselect the necessary options depending on what you'd like to accomplish.