The account admin can do bulk updates to user profiles using an uploaded CSV. For example, you could use this method if your company has changed its name, to ensure all your users have the correct information set for 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 Acrobat 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.
To access this option, go to the Account page and choose Users followed by the pencil icon.
The Update panel is exposed where you can upload the CSV to edit your users.
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.