+2I have uploaded my CSV file using the CSV template. I’ve left some fields empty because I don’t know what they are for. But one field - Requestor::First Name is not coming through and even though I accept the matching exception, I end up with an error message after I do. The names in the First Name column match the first names that are also included in the Name column...not sure what I am missing.
Best answer by nathaly.monge
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Was the CSV created by you? Can you try downloading the sample CSV? If you are using the sample CSV, can you try changing Requester::First Name to Requester::Name?: Generate a Customized CSV File for the Bulk Recipient List
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Was the CSV created by you? Can you try downloading the sample CSV? If you are using the sample CSV, can you try changing Requester::First Name to Requester::Name?: Generate a Customized CSV File for the Bulk Recipient List
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+2Hello. Your recommendation got me past the error message. However, I later found an anomaly that is causing some of the recipients not to be able to add their last name. 🤔Something to figure out for the future...
Hello
Thank you for reaching back.
Are they getting an error? Can you provide more detail on what they are experiencing?
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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