What optional fields are available in a Bulk Send CSV file?
When downloading a sample CSV file for Bulk Send, you can include optional fields to customize document requests for individual recipients.
Selecting an optional field adds a corresponding column to the CSV file. Before uploading the CSV file, enter the appropriate recipient-specific values in these columns.
Available optional fields
Title
- Adds a custom title for the document request. This is useful when sending personalized requests from the same template.
Example
Employment Agreement - John Smith
Message
- Adds a custom message to the document request. The message is included in the email notification sent to the recipient.
Example
Please review the attached contract and contact us if you have any questions.
Form fields
- Adds columns for supported fillable fields available in the selected template. Use these columns to prefill recipient-specific data when generating document requests.
Supported form field types and examples:
| Form field type | Example value |
|---|---|
| Label | John Smith |
| Textbox | Sales Manager |
| Dropdown | Human Resources |
| Radio Button | Full-Time |
| Editable Date | 09/15/2026 |
| Checkbox | Checked |
Example
If your template contains the following fields:
- Employee Name (Label)
- Job Title (Textbox)
- Department (Dropdown)
- Employment Type (Radio Button)
- Start Date (Editable Date)
- Benefits Enrollment (Checkbox)
The CSV values might look like:
1 John Smith, Sales Manager, Human Resources, Full-Time, 09/15/2026, Checked
These values are automatically populated into the corresponding fields when document requests are generated.
Tags
- Adds tags to document requests created through Bulk Send. Tags can be used to organize and filter documents.
Example
HR, Onboarding
CC
- Adds one or more email addresses to receive notifications for the document request.
Example
[email protected]
Recipient private message
- Adds a private message that is visible only to the recipient. Use this field to provide recipient-specific instructions or information.
Example
Please use your company email address when signing.
Selecting optional fields while downloading the sample CSV file automatically adds the corresponding columns to the CSV file. After entering the required values, upload the completed CSV file to generate document requests in bulk.
