Introduction
BoloSign's Bulk CSV Upload feature for the Contact Section is a game-changer for small businesses managing large contact lists. This powerful tool allows you to import multiple contacts simultaneously, saving time and reducing errors associated with manual data entry. By leveraging this feature, you can quickly populate your contact list, streamline your workflow, and ensure your contact information is up-to-date and accurate.
1. Upon opening the app an intuitive Dashboard appears.
2. Click on "Contacts"
3. After selecting "Contact," you'll find two options: "Bulk Upload" and "Create Contact."
4. Clicking on "Bulk Upload" opens a dialogue box with three options for uploading contacts.
5. Click on "CSV"
6. The "Upload Contact" option presents a two-step process for uploading multiple contacts at once.
7. Select "STEP 1" to download the CSV template and complete all details in the provided Excel sheet.
8. Click on Download"
9. Here is a sample Excel file. You can create your own to input all the necessary information about the contact.
10. Choose "STEP 2" to upload the CSV file containing all the filled information.
11. Click on "Upload" after the completion of both the steps.
12. All contact information has been uploaded.
Now, you can effortlessly send the document in bulk using a simple process.
FAQ
How do I access the Bulk CSV Upload feature in BoloSign?
Navigate to the Contact Section in BoloSign, click on "Add new contact," and select the "Import from CSV" option.
What should my CSV file include?
Your CSV file should include columns for contact information such as names and email addresses. BoloSign provides a sample CSV file that you can download and use as a template.
Can I import contacts into specific groups?
Yes, you can import contacts directly into a group. Create a new contact group, then use the "Import from CSV" option to add multiple contacts to that group.
Are there any limitations on the number of contacts I can upload?
While BoloSign supports bulk uploads, it's best to check the current system limitations in the platform documentation or contact support for specific limits.
Conclusion
Mastering the Bulk CSV Upload feature in BoloSign's Contact Section empowers small businesses to efficiently manage their contact lists. This functionality not only saves time but also ensures accuracy in your contact database. By following this guide and utilizing the FAQ section, you'll be well-equipped to leverage BoloSign's Bulk Upload feature, streamlining your contact management processes and enhancing overall productivity. Remember, keeping your contact list up-to-date and organized is crucial for effective communication and document management in your business operations.