How to Personalize Documents Within a Bulk Send

Bulk doesn't have to mean generic. With extra CSV columns, each recipient's copy carries their own details — name, salary, territory — generated automatically at send time. 

Steps 

1.  Add a column to your CSV for each personalized value: salary, start_date, region… 

2.  In the document editor, place a text field where each value should appear. 

3.  On the mapping step, connect each CSV column to its field. 

4.  Preview a couple of rows to confirm values land correctly, then send. 

What Each Recipient Sees 

Their own copy with their own values — the offer letter says their salary, the agreement names their territory. One template, hundreds of individually complete documents, each separately signed and sealed. 

Tip: Format values in the CSV exactly as they should print ("$85,000", not "85000") — the field shows the value verbatim.