Introduction
BoloSign's Bulk Upload feature using CSV files streamlines the process of adding multiple options to your forms in a checkbox or radio-type question. This powerful tool is especially beneficial for small businesses managing large volumes of documents or client information. By leveraging CSV uploads, you can save time, reduce errors, and efficiently populate your forms with bulk data.
1. Click on Documents
2. Click on Forms
3. Click on Create Form
4. Click on Add Question
5. Click on Multiple choice
6. Click on Add option from csv
7. Click on Download to see the format which must be followed.
8. Select a file from upload menu.
9. Click on Upload
10. Click on button
11. Click on Multiple choice
12. Click on Dropdown
13. Click on Add option from csv
14. Repeat the same process again. Select a file from upload menu and click upload.
15. Click on Send
FAQ
How do I structure my CSV file for checkbox and radio-type questions?
For checkbox questions, create separate columns for each option, using "Yes" or "No" to indicate selection. For radio-type questions, use a single column with the exact text of the selected option.
Can I upload both checkbox and radio-type question data in the same CSV file?
Yes, you can include data for both types of questions in the same CSV file. But, you'll have to upload the CSV file twice for both questions.
Can I update existing forms with new checkboxes or radio-type data using CSV upload?
Yes, you can update existing forms by uploading a new CSV file with updated data. Ensure the column headers match the existing form fields exactly.
Is there a limit to the number of options I can include for checkbox or radio-type questions in a CSV upload?
BoloSign supports a large number of options, but it's best to check the current system limitations in the platform documentation or contact support for specific limits.
Conclusion
Mastering the Bulk Upload feature with CSV files in BoloSign empowers small businesses to handle and add multiple options to their forms in a checkbox or radio-type question. This functionality not only saves time but also reduces the likelihood of manual errors, ensuring your forms are populated accurately and quickly. By following this guide and utilizing the FAQ section, you'll be well-equipped to leverage BoloSign's Bulk Upload feature, streamlining your document management processes and enhancing overall productivity.