The BulkEnvelope resource provides methods that allow you to send the same document to a large number of recipients and get the status of the envelope.
General steps to use Bulk Send:
isBulkRecipientproperty is set to true. There can only be one bulk recipient signer per envelope. Templates and draft envelopes can be saved with a bulk recipient signer, but a bulk recipient file must be uploaded before an envelope with a bulk recipient signer can be sent.
statusproperty on the envelope to
sentand call the Envelopes:update method. Transitioning an envelope with a bulk recipient signer from
senttriggers the sending of an envelope for each recipient in the associated bulk recipient file. The original (draft) envelope is discarded. The response returned from sending the envelope includes the following properties:
Once you send an envelope with a bulk recipient file, DocuSign creates a separate envelope for each recipient in the bulk recipient file - eliminating the need to separately create and send an envelope for each signer. You can get the status of the bulk send by calling BulkEnvelopes: get or BulkEnvelopes: list methods.
You can customize authentication (access code, ID check, phone authentication, or social network IDs), add notes and other custom information for each recipient in the list by adding the information to the file.
Bulk Send Limitations:
accountSettings enableBulkRecipientis set to true) and for the user sending the envelopes (the
userSettingsis set to true.)
If you frequently run into queue limits, you can contact your account manage to discuss modifying the queue limits for your account.
Retrieves status information about all the bulk recipient batches. A bulk recipient batch is the set of envelopes sent from a single bulk recipient file. The response includes general information about each bulk recipient batch.
The response returns information about the envelopes sent with bulk recipient batches, including the
Retrieves the status information of a single bulk recipient batch. A bulk recipient batch is the set of envelopes sent from a single bulk recipient file.