Create a bulk send list with POST /v2.1/accounts/{accountId}/bulk_send_lists; the request body is a BulkSendingList with a name and an array of bulkCopies, each specifying recipient name, email, and any custom field overrides
Create a draft envelope from your template with POST /v2.1/accounts/{accountId}/envelopes setting status to created; include the templateId and placeholder recipient names that match your bulk list roles
Attach the bulk send list to the draft envelope with POST /v2.1/accounts/{accountId}/bulk_send_lists/{bulkSendListId}/send passing the envelopeId in the body
Capture the bulkSendBatchId returned; poll GET /v2.1/accounts/{accountId}/bulk_send_batch/{bulkSendBatchId} to monitor batchStatus, sent count, and failed count
Retrieve individual envelope results from the batch status endpoint to identify any recipients whose envelopes failed to send and why
Known gotchas
Bulk Send is available only on Business Pro and higher DocuSign plans; calling the API on a lower plan returns an error indicating the feature is not enabled
The default per-list recipient limit is documented in your account settings; splits into multiple batches if you exceed it
Placeholder recipients in the draft envelope must have role names that exactly match the role names in your bulk send list, including case; mismatches cause send failures
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp