You can use bulk send lists for anything that you need to send to a large number of recipients on a recurring basis, such as:
The API creates a separate copy of the envelope for each recipient that you specify. Each instance of the envelope is called a
BulkCopy. You can use a bulk send list to send up to 1,000 copies per call.
After you create a bulk send list, it persists and can be reused and edited any number of times.
You can customize individual copies of the envelope. For example, you can customize the email notification and language and add personalized notes.
For example, if one recipient prefers to access their DocuSign envelopes behind an access code, and another prefers her email in French, you can implement those customizations.
The bulk send feature uses the following flow:
tabLabelsto these placeholders that will make sense for matching the tabs to values in the bulk send list. For example, if you're sending a field trip permission slip to parents, you might create a placeholder text tab called
StudentNamethat will you will then populate with the names of individual students in the bulk send list. You can use the following types of text tabs, radio group tabs, and list tabs to match bulk send recipients to an envelope.
true. An unsuccessful test returns a JSON response that contains information about the errors that occurred.
batchIdthat you can use for tracking and other purposes.
The API creates and queues your envelopes asynchronously behind the scenes. You can get the status of the batch by
using the BulkEnvelopes_GetBulkEnvelopesBatchId method, passing in the
To get the envelopes generated for the
batchId, use the Envelopes_GetEnvelopes method, passing in
BulkBatchId where the value is the
batchId that was returned in step 4.
Bulk Send Requirements and Limitations
enableBulkRecipientmust be set to true) and for the user sending the envelopes (the
userSettingsmust be set to true).
If you frequently run into queue limits, contact your account manager to discuss modifying the queue limits for your account.
For more information about using bulk send, see Bulk Sending Envelopes.
Gets bulk send lists
Creates a bulk send list
Gets a specific bulk send list
Updates a bulk send list
Deletes a bulk send list
Creates a bulk send request
Creates a bulk send test