Bulk signing troubleshooting
Most bulk problems trace back to template selection or the recipient CSV. Work through the checks below.
I cannot upload a CSV
Make sure you have selected at least one template. The recipient upload step becomes available after templates are selected.
Also make sure you are uploading a CSV file in the expected format. Use Download Sample CSV for Selected Templates to obtain the correct structure.
My CSV fails validation
Check the validation errors and correct the corresponding rows. Common causes include:
- Required columns are missing
- Required values are blank
- Email addresses are invalid
- Recipient information does not match the expected format
- Required signer information is missing
- The CSV structure does not match the selected templates
The safest approach is to download a new sample CSV after selecting the templates and use it as the starting point.
Why does the CSV change when I select different templates?
The selected templates determine the signer positions and information required to create the signature requests. Therefore, the required recipient columns can depend on the templates selected.
Generate the sample CSV after selecting the final templates.
Does one CSV row create one document?
A CSV row creates one independent signature request. That request can contain the selected template/document package. If multiple templates are selected, the corresponding documents are included in that recipient's request.
What happens if one recipient does not sign?
The other requests are not dependent on that recipient. Each CSV row creates an independent signature request, so one recipient's status does not prevent other recipients from completing their requests.
Can I track individual recipients?
Yes. The bulk operation provides batch-level tracking, while the generated signature requests retain their individual status and signing information.
Use Bulk Signature History to locate the batch and then review the individual requests as needed.
What happens if one request fails?
A failure affecting one request does not mean that every request in the batch has failed. Review the affected request and use the available retry or management action where applicable.
Can I cancel a bulk batch?
Outstanding requests can be cancelled according to their current state. Completed requests remain completed and their associated records are retained.
Can I use Bulk Signing for different documents for different recipients?
Bulk Signing is designed around a common template/document configuration. If recipients need completely different documents or substantially different workflows, separate bulk operations or the regular Send for Signature workflow may be more appropriate.