Concrete instructions about batch send and templates

I've searched your site and teh internet and understand basics of templates; however, it's not clear how to use batch send.

can you send sample csv file and sample template so I can figure this out? or do you have more detailed instructions available?

Is there a way to make a template that ties to a csv with detailed information fields (i.e., new hire - salary, title, email address, phone number, office number, ID number, etc. that can be merged and then sent as individual emails with other docs attached that acknowledge the information and sign where needed? Or is it that each document must be mrged first and the names of the documents are listed in teh CSV with the email recipient? How can you combine this with a template so that we don't have to add the signature, date signed, etc. fields to each document?

Thanks for any info you can share.

Rona

8 avril 2024 20:15

Hi Christiane,

Welcome to Box Community and glad to assist!

I have created a ticket and a member from Product Support will get in touch, please keep an eye out.

Thanks for posting!

Richard Blocker

30 avril 2025 18:17

If this was resolved, it would be very good to show that here. I have the same issue. The documentation is very unclear.

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