Send a Mega Sign with a .CSV file (Document Cloud Enterprise Premium only)

You can use a CSV file to import your recipients' email addresses and merge custom data into fields on the document for each recipient. You can also customize the message in the email sent to each signer requesting that they sign the document.

.CSV stands for Comma-Separated Value and Excel files can be saved in this format.

Note:

This video shows how to set up and use a .CSV file in a Mega Sign transaction. It also shows how to track the status of all documents sent in the Mega Sign transaction. 

Video (3:19)

Setting up your .CSV

Before setting up your .CSV, it's necessary to know the names of the fields in your document. There's a different way to do this depending on how you added fields to the document:

  • If the document was created with Tags (Text or PDF), use the field name you defined in the tag. For example, {{Address1_es_:signer1}} has the field name of Address1.
  • If you used the Drag and Drop Environment, edit your document and double-click the field. The name of that field is at the top of that properties window.

Once you know the names of the fields on your document, open either the sample found on the Mega Sign send page, or create an Excel file.

  1. The first row is the field names and information tags. For custom fields you've added, add the field names to the column header.

    The information tags are as follows:

    _es_signer_email (Mandatory) The signer’s email address

    _es_signer_name (Optional) Signer name used in the signature

    _es_signer_fullname (Optional) Signer name appearing in the document

    _es_signer_company (Optional) Signer Company

    _es_signer_title (Optional) Signer Title

    _es_agreement_message (Optional) The message included in the email sent to the signer.

    The other names used (Phone and ZIP code) are the custom fields we've added to the document.

    Information tags in CSV
  2. The next row is filled with the information specific to the signers. Here we set the email addresses, full name, company name, title, custom message, and the other information for our custom fields.

    Signer information filled
  3. Finally, save the file as a .CSV, to your local system.

    Saving CSV to your local system

Sending using the .CSV

  1. Once you've created your .CSV, click Mega Sign on the Dashboard page.

    The Mega Sign link on Dashboard
  2. On the Mega Sign send page, click the Import Recipients and Merge Fields from File link to use your .CSV for sending.

    Import recipients and merge fields from file
  3. Click Upload.

    Upload
  4. Click the .CSV you want to use and click Open.

    Browse and select the CSV
  5. Set the desired options and click Send.

    Select options and send

Tips from Support—You should read this!

  • There must be a minimum of two unique email addresses in the CSV file.
  • The Sender’s email address cannot be in the CSV.

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