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I am sending a large number of contracts using bulk send. Some recipients don’t receive a document with the merged information while others in the same bulk send do. The template is the same for all recipients. Is there something that can be done to ensure that the information merges for every recipient?

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
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