Bulk send issues - Not all documents get merged information

Hi ​@Lisa U,

Thank you for reaching out and a warm welcome to the Docusign Community! We're grateful for your question and happy to share our knowledge!

We're sorry about the bulk send issue where some recipients are not receiving documents with merged information, while others in the same bulk send are, despite using the same template for all. You're seeking guidance on how to ensure information merges correctly for every recipient. We're here to help you find a solution that will work for you.

To confirm, are you referring to recipient fields in your template where the sender fills in the recipient's field in the CSV 👉 Add Recipient Fields to Your Template? If so, did you verify that all information in the CSV header under that data label column were completely filled in and not left blank for any recipient? This is most likely causing the issue. Ensuring the CSV data is accurate and complete is crucial for this process.

Let us know if you have questions. Here if you need us!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hi ​@Lisa U,

I trust all is well. We’d like to know if we were able to address your question. If yes, we would greatly appreciate it if you could mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you need further assistance—we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"