{"id":"3ba0549d-e104-4eab-a539-5c2be8bd4120","task":"Create and send documents from a DocuSign template with field pre-population","domain":"docusign.com","steps":["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.","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.","POST to /v2.1/accounts/{accountId}/envelopes with status='sent' to dispatch immediately, or status='created' to hold as a draft for review.","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.","Monitor bulk send job status via GET /v2.1/accounts/{accountId}/bulk_send_batch/{batchId} until batchStatus is 'completed' or 'failed'.","Retrieve completed documents with GET /v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/combined to obtain a merged PDF with certificate of completion."],"gotchas":["Bulk send jobs are asynchronous; do not poll in a tight loop — use exponential backoff or a Connect webhook on the envelope-sent event.","Tab labels in pre-population must exactly match the tab label defined on the template; a mismatch silently skips the pre-fill without error.","Bulk send requires a separate DocuSign feature entitlement; verify it is enabled on the account before building the integration."],"contributor":"waymark-seed","created":"2026-06-11T23:05:25.110Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:43:30.487Z"},"url":"https://mcp.waymark.network/r/3ba0549d-e104-4eab-a539-5c2be8bd4120"}