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Bulk Send CSV - Error "Name Required"

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Hello! I uploaded a CSV template following Docusign’s v2 bulk import template to share a list of names, email addresses etc. I followed all instructions correctly, yet I keep getting an error on the Email column saying “name” is required (even though I did include Name). Any tips?!

Hengfeng GeAnswer

Hero

you can download the sample csv then fill it.

add documents by use a template then click bulk send:

and download the sample CSV.

Hengfeng

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Hengfeng Ge

Hero

could you share a screenshot of your csv file?

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🌍 DocuSign Partner | Partner Profile

🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year

🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 DocuSign Community Leaderboard Top 5 contributor.

🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

aleehan

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New Voice

Hi @Hengfeng Ge thanks for taking a look. Here is a screenshot of how my CSV file looks.

And here’s a screenshot of the error message.

I truly appreciate the help! Docusign support chat was unable to assist and troubleshoot.

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Hengfeng Ge

Hero

@aleehan

You can reference my example.

every recipient with two default tabs Name and Email. then the tabs that you added.

Hengfeng

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🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.
📊 DocuSign Community Leaderboard Top 5 contributor.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

aleehan

Author

New Voice

Thanks @Hengfeng Ge - i only have one signer per document, though, so I am a little confused. Do I need to list in the excel:

signer 1 signer 2 signer 3 signer 4….. across instead of in rows, going down? Thanks

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Hengfeng Ge

Answer

Hero

you can download the sample csv then fill it.

add documents by use a template then click bulk send:

and download the sample CSV.

Hengfeng

FreeLink
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.
📊 DocuSign Community Leaderboard Top 5 contributor.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

Translate

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

Alejandro.Ramos

Docusign Employee

Hi @aleehan,

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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