Update Variable Mapping file

Author: praveen-dp1412

docs/E_Sign/variable_mapping.md

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+# How to Use Variable Mapping in a CSV File?
+
+Variable mapping enables dynamic personalization of bulk emails or documents by linking template placeholders to corresponding data fields in a CSV file. Each row in the CSV represents a unique recipient, allowing the system to generate customized content at scale.
+
+---
+
+## Step 1: Configure the E-Sign
+
+- Navigate to Documents and select the appropriate folder.
+- Open the file action menu and click E-Sign.
+- Add a Required Variable Field.
+- Drag and drop the required field into the document at the desired location.
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 2: Configure Field Scope (Current)
+
+ To assign values specific to individual recipients:
+
+- Add another Variable Field to the document.
+- Open the Settings Panel for the field.
+- Set the Scope to **Current**.
+- Enter a relevant Label Name for identification
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 2: Send Bulk Mail
+
+- After configuring the E-Sign document, click Send Mail.
+- Select the Bulk Mail option.
+- Enable the **Include Variables in CSV File** option.
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 3: Configure Recipient Data
+
+###  Option 1: Upload CSV File
+
+Uploading a CSV file is the most efficient method for large-scale distribution.
+<details open>
+  <summary><b>Steps to Upload CSV File</b></summary>
+
+1. Click Upload CSV File.
+2. Select a properly formatted CSV file.
+3. Each row will be treated as a unique recipient.
+4. Click Validate to verify email format and data structure.
+
+####  CSV File Format Example
+
+- CSV File Format Example
+- Column headers must match the variable label names defined in the document.
+- Each row should contain recipient-specific values.
+
+<p>
+  <a href="files/Variable_Mapping_CSV_File.csv" target="_blank"
+     style="display:inline-block; background-color:#007bff; color:white; padding:10px 20px; border-radius:6px; text-decoration:none;">
+    📄 Download CSV Example
+  </a>
+</p>
+
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+
+###  Option 2: Enter Recipients Manually
+
+For smaller distributions, recipient details can be entered manually.
+
+<details open>
+  <summary><b>Steps to Enter Recipients Manually</b></summary>
+
+1. Enter recipient details in the Recipients text area.
+2. Follow the on-screen sample format.
+3. Enter Details for each recipient.
+4. Each line represents one recipient.
+
+</details>
+
+> Party 1 Fullname,Party 1 Email Address,Party 1 Name,Party 1 Address,Party 1 Mobile Number <br>
+> John Doe,johndoe@example.com,John Doe,910 Pine Road Dallas TX 75201 USA,5552136984 <br>
+> John Thompson,johnthompson@example.com,John Thompson,245 Cedar Lane Albany NY 12207 USA,3336548972
+
+**Screenshot 1**
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping5.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+**Screenshot 2**
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping6.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 3: variable registry
+
+- When using Current Scope, all variable fields are processed per recipient.
+- Values are dynamically populated from the CSV file for each row.
+- No global variable registry is required in this configuration.
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping7.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 4: Recipient View
+
+- Each recipient receives a personalized document.
+- All mapped variables are replaced with corresponding CSV values.
+- The final document reflects accurate, recipient-specific data.
+
+**Bulk Recipient 1**
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping10.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+**Bulk Recipient 2**
+
+<img src=" screenshots\Variable_Mapping\Variable_Mapping11.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+> The above **Screenshots** represent that how to **Create an Variable Mapping in the CSV File**.
+
+---
+
+**Demo Video:**
+<!-- Inline HTML in Markdown file -->
+<style>
+.video-wrap {
+  border: 2px solid black;
+  border-radius: 4px;
+  width: 100%;
+  max-width: 800px;
+  overflow: hidden;
+  margin-bottom: 1rem;
+}
+.video-wrap video {
+  display: block;
+  width: 100%;
+  height: auto;
+}
+</style>
+
+<div class="video-wrap" role="region" aria-label="Demo: Creating a E-Sign">
+  <!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
+  <video controls poster="">
+    <source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Variable_Registry/Bulk_Variable.mp4" type="video/mp4">
+    <source src=https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Variable_Registry/Bulk_Variable.webm" type="video/webm">
+    <!-- Fallback link if browser can't play video -->
+    Your browser does not support the video tag. 
+    <a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/Variable_Registry/Bulk_Variable.mp4" target="_blank" rel="noopener">Download / Open video</a>
+  </video>
+</div>
+
+> The above **Video** represent that how to **Create an Variable Mapping in the CSV File**.
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)

docs/_sidebar.md

@@ -12,6 +12,7 @@
     - [How to use the default E-Sign Document?](E_Sign/default_e-sign-document.md)
     - [How to use self sign feature?](E_Sign/self-sign-document.md)
     - [How to use Variable field?](E_Sign/variable-fields.md)
+    - [How to Use Variable Mapping in a CSV File?](E_Sign/variable_mapping.md)
     - [How to use Delegate Email?](E_Sign/delegate-email.md)
     - [How to Schedule an Email?](E_Sign/schedule-email.md)
     - [How to Rename the File?](E_Sign/rename-file.md)

docs/files/Variable_Mapping_CSV_File.csv

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+Party 1 Fullname,Party 1 Email Address,Party 1 Name,Party 1 Address,Party 1 Mobile Number
+John Doe,johndoe@example.com,Sample Value,Sample Value,Sample Value
+John Thompson,johnthompson@example.com,Sample Value,Sample Value,Sample Value