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Bulk Send From Template

A 3-step recipe with Docusign. We can help you get access.

Recipe · 3 steps

Bulk Send From Template

with Docusign · Contract Management

Fan out template-based envelopes to multiple recipients.

  1. Confirm the template exists and capture its name before fanning out envelopes to recipients.
  2. Create and send a template-based envelope to the first recipient, binding them to the template role.
  3. Create and send a template-based envelope to the second recipient, using the same template role.
What you'll need to have ready
  • accountId: The DocuSign account ID (GUID or short account number).
  • templateId: The ID of the template to send from.
  • roleName: The template role name each recipient is bound to.
  • firstRecipientName: The full legal name of the first recipient.
  • firstRecipientEmail: The email address of the first recipient.
  • secondRecipientName: The full legal name of the second recipient.
  • secondRecipientEmail: The email address of the second recipient.
  • emailSubject: The email subject used for each envelope.
For your developer

Arazzo workflow docusign:bulk-send-from-template, 3 operations: getV2AccountsByAccountIdTemplatesByTemplateId → Envelopes_CreateEnvelope → Envelopes_CreateEnvelope. Specs on APIs.io.

More recipes with Docusign

Correct Recipient Email and ResendCreate Template and Send EnvelopeDownload Completed DocumentsBuild a Draft Envelope and SendDraft Envelope Sender ViewEmbedded Signing ViewFind Template and SendInspect Recipient TabsList Sent Envelopes and Check StatusMulti-Signer Sequential Routing