I am trying to send a bulk envelope to our staff and when I add their names and email addresses to the sample upload spreadsheet is is giving me errors and asks me to complete Role 2 name and email - the sample CVS sheet is different to what I was expecting to have opened.
Is anyone able to assist?
Caroline
Best answer by Pawan Gangwani
Hello @Caroline
I hope you doing great, I understand the issue and why it’s asking for complete the role 2 name and email. so are you setting the unknown role recipient using bulk send. if yes then you should set unknown role recipient and there field added to the envelope separately.
I hope you doing great, I understand the issue and why it’s asking for complete the role 2 name and email. so are you setting the unknown role recipient using bulk send. if yes then you should set unknown role recipient and there field added to the envelope separately.
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