I am using a template to do a large bulk send. I have created the csv file and upon loading it. I get the error:
Role Missing: name or Email.
Envelope Entries: Client Name, Client Email, Client Report Name
I have ‘client’ in the Role field but was told to leave the name and email address field blank as it will pick these up from the csv file. If I accept these changes it still comes up with an error. Where and what do i need to input to get rid of these errors (in English please) . Thanks.
Hello
Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community.
The error is likely caused by missing or blank values in required fields or incorrect column headers.
Can you try to edit the template?
Make sure you have a data label for each required field > then save your template
Use your template > click Advanced Edit > select Bulk send and download the Sample CSV file; it will automatically populate a column based on the fields you added to your envelope.
Here’s a sample: There are three text fields on the envelope, and I applied a data label to each field (Client Name, Client Email, Client Report Name)
Columns A and B - is your recipient’s name and Email ( this is where the envelope will be sent )
Columns C, D, and E are the information that will be applied to the envelope based on the information provided on the CSV file.
Make sure to fill it all in and save> Upload the CSV file.
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Jenny| Docusign Community Moderator
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Hello
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Best regards,
Jenny | Docusign Community Moderator
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