Create and send documents from a DocuSign template with field pre-population

In-depth guide

Steps

1. Build a template in the DocuSign web console, defining roles (not specific recipients), tabs (fields), and any locked or pre-filled values; note the resulting templateId.
2. Construct an envelope creation request using the 'templateRoles' array instead of 'recipients'; supply each role's name, email, and roleName, plus a 'tabs' object to pre-populate text tabs with dynamic data.
3. POST to /v2.1/accounts/{accountId}/envelopes with status='sent' to dispatch immediately, or status='created' to hold as a draft for review.
4. To send in bulk, use the BulkSend API: create a bulk send list with recipient data, then POST to /v2.1/accounts/{accountId}/bulk_send_lists/{bulkSendListId}/send referencing the template-based envelope definition.
5. Monitor bulk send job status via GET /v2.1/accounts/{accountId}/bulk_send_batch/{batchId} until batchStatus is 'completed' or 'failed'.
6. Retrieve completed documents with GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/combined to obtain a merged PDF with certificate of completion.