v1
latestSwagger 2.02026-07-134146194.6 MBCreates a bulk send test.
This method tests a bulk send list for compatibility with the envelope or template that you want to send. For example, a template that has three roles is not compatible with a bulk send list that has only two recipients. For this reason, you might want to test compatibility first.
A successful test result returns true for the canBeSent property. An unsuccessful test returns a JSON response that contains information about the errors that occurred.
If the test is successful, you can then send the envelope or template by using the BulkSend::createBulkSendRequest method.
Envelope Compatibility Checks
This section describes the envelope compatibility checks that the system performs.
Top-Level Issues
- Envelopes must be in a sendable state.
- The bulk send list must contain at least one copy (instance of an envelope), and no more than the maximum number of copies allowed for the account.
- The envelope must not be null and must be visible to the current user.
- The account cannot have more queued envelopes than the maximum number configured for the account.
- The bulk send list must exist.
Recipients
- The envelope must have recipients.
- If you are using an envelope, all of the recipients defined in the bulk send list must have corresponding recipient IDs in the envelope definition. If you are using a template, you must either match the recipient IDs or role IDs.
- The envelope cannot contain a bulk recipient (an artifact of the legacy version of Docusign's bulk send functionality).
Recipient Tabs
- Every recipient ID, tab label pair in the bulk send list must correspond to a tab in the envelope.
Custom Fields
- Each envelope-level custom field in the bulk send list must correspond to the name of a customField in the envelope definition. You do not have to match the recipient-level custom fields.
Path parameters
The external account number (int) or account ID GUID.
The GUID of the bulk send list. This property is created after you post a new bulk send list.
Request body
Response
Successful response.