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Newcomer
May 9, 2024
Solved

Bulk Send help needed!

  • May 9, 2024
  • 2 replies
  • 127 views

Hi,

I am having so much trouble trying to use the bulk send feature of my docusign account. 

I downloaded the sample CSV and then populated it with names and email addresses but when i come to attach it, it says the file is not supported or then it says i need to switch to the newer version.

 

I am at the end of my teather with this as all i want to do is send one document to 30 + people and i am completely unable to make it work. 

 

I am not tech minded which maybe the issue but the suport centre is not helping so thought i would try here, thank you for any advise or pointers!!!

Best answer by JohnSantos

@Lucy.Smith - You need to make sure that you are uploading as CSV files.   After you add your data and fields to your CSV file and you save it, make sure it is not changing the file type.    You can choice option to Save As a comma delimited file. 

2 replies

JohnSantos
Guru
Guru
May 9, 2024

@Lucy.Smith - You need to make sure that you are uploading as CSV files.   After you add your data and fields to your CSV file and you save it, make sure it is not changing the file type.    You can choice option to Save As a comma delimited file. 

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
Docusign Employee
May 24, 2024

Hi @Lucy.Smith,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.