How to Add Pre-Fill Fields for Bulk Send or Signeasy API

Whether you're using Bulk Send or the Signeasy API, here's how to set up and use Pre-Fill fields in your templates:

Add Pre-Fill Fields to Your Template

1. Create or Edit a Template
   • Go to your Templates section and either create a new template or edit an existing one.
2. Add a Pre-Fill Field
   • Drag a Text field onto the document.
   • On the right side panel, toggle on the Pre-Fill option.
   • Give your field a clear label (e.g., Employee Department, Location, Manager Name, etc.).

Using Pre-Fill with Bulk Send

1. Download the CSV
   • After selecting your template for Bulk Send, download the sample CSV file.

1. Fill in Pre-Fill Values
   • You’ll notice new columns in the CSV—one for each Pre-Fill field you added.
   • Enter the specific values for each signer (e.g., John Doe – HR, Jane Smith – Marketing).
2. Upload and Send
   • Upload the completed CSV.
   • Each recipient will receive a personalized version of the document with their Pre-Fill data already populated.