Bulk Send CSV - Error "Name Required"

could you share a screenshot of your csv file?

FreeLink/甫连信息

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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.

​@aleehan 

You can reference my example. 

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

Hengfeng

FreeLink
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🏆 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.

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

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.

​Hi ​@aleehan,

I hope you are doing well.

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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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