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Bulk send documents and Sign

in this video you will learn how to send bulk caucus on envelopes using a CSV upload hi welcome back to my channel it's sofiane here I'm a doc is an expert who helps businesses implement DocuSign solutions and today you will learn how to send your first bulk envelopes using a CSV using a CSV is the fastest way to get your doukasen envelopes out to your recipients this process allows you to send a lot of envelopes at the same time instead of having to create one at a time but you can also add information to your documents by mapping the DocuSign fields with the sales of your CSV so for example let's say that I'm a financial adviser who sells financial services and product to my clients and I'd like to send the contracts prefilled so that the only thing I need to do is to sign and because I send a lot of contracts every day it would take me too much time sending one envelope at a time and that's why I'm going to show you how to send bulk envelopes using a CSV with DocuSign let's get it okay so here's the document that I want to be able to send in bulk using DocuSign and the reason for this is because it's a 30 page long document and there's multiple ways by which it can be filled out based on the actual situation and I want to make sure that my clients are and making the right choice and not filling out the document with the wrong information that's obviously never going to happen because my clients are not experts the same way that I am in what I do so I want to be able to fill out the document myself with every single information that relates to that one client so that the only thing they need to do is to sign the document once they receive it and to do this I need to be able to map the fields of the document with the fields of the CSV so that's what I'm going to show you now but to do this we need two things a business pro Hakkasan subscription and a template so let's just go to DocuSign and create our template so go to template create a new if you haven't watched the previous video in which I explain step-by-step how to create a template make sure you do so it's popping up on the screen right I'm not gonna go through in details how to create a template but really focus on how to map the CSV to our template so the first thing is I want to give a name to my template so this document is called a subscription agreement the second thing is to upload my agreement then I'm gonna add the recipients to the workflow so I set a sonic order because I want my client to sign first and I'm...