Create Bulk Send List

AutomatR.DocuSign.Activities.CreateBulkSendList

The "Create Bulk Send List" activity in AutomatR is part of the DocuSign activities package, designed to create a new Bulk Send List for efficiently managing bulk document sending in DocuSign. This activity simplifies the process of preparing and sending multiple envelopes to recipients, enhancing the efficiency of automation workflows.

Properties

Name	Description
Input
Bulk Send List Name	Enter the name of the bulk send list you want to create. String variables containing the name of the bulk send list.
Custom Fields	Enter the custom fields you want to include in the bulk send list. List variables containing BulkSendingCopyCustomField objects.
DocGenFormFields	Enter the document form fields you want to include in the bulk send list. List variables containing BulksendingCopyDocGenFormField objects.
Email Body	Enter the email body for this copy of the envelope. String variables containing the email body.
Email Subject	Enter the email subject line for this copy of the envelope. String variables containing the email subject.
Recipients	Enter the recipients for the bulk send list. List variables containing BulkSendingCopyRecipient objects.
Misc
Display Name	Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name.
Optional
Delay	Specifies the amount of time (in seconds) to wait before executing the "Create Bulk Send List" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Example: If the amount of time is 1000 milliseconds or 1 sec, i.e., 1.
Output
Response	Returns the bulk sending list with data type BulkSendingList.

How to use:

1. Drag and drop the "Create Bulk Send List" activity onto the workflow.
2. Configure the properties by providing the bulk send list name and other optional settings.
3. Optionally, configure the delay and customize the display name.
4. Execute the workflow to create a new bulk send list in DocuSign, including specified custom fields, document form fields, email body, email subject, and recipients.

Example: Consider an example where the "Create Bulk Send List" activity is used to create a bulk send list named "ContractBulkList" with specific recipients, custom fields, and document form fields:

Create Bulk Send List:
  Display Name: "Create Contract Bulk List"
  Bulk Send List Name: "ContractBulkList"
  Recipients:
    - RecipientId: "1"
      Email: "recipient1@example.com"
      Name: "Recipient One"
      RoleName: "Signer"
    - RecipientId: "2"
      Email: "recipient2@example.com"
      Name: "Recipient Two"
      RoleName: "Approver"
  Custom Fields:
    - FieldName: "CustomField1"
      Value: "Value1"
    - FieldName: "CustomField2"
      Value: "Value2"
  DocGenFormFields:
    - FieldName: "DocGenField1"
      Value: "DocGenValue1"
    - FieldName: "DocGenField2"
      Value: "DocGenValue2"
  Email Body: "Please review and sign the attached documents."
  Email Subject: "Contract Documents for Signature"
  Response: bulkSendListResponse

In this example, the activity creates a bulk send list named "ContractBulkList" with specific recipients, custom fields, document form fields, email body, and email subject. The response from the activity, including the created bulk send list, is stored for further handling in the workflow.