History

Paul Huliganga c5b7b9f5b8 fix: resolve latent bugs found in code review - Fix ValueError crash in migrate_template.py and migrate_paul_template.py: compose_template() returns a 3-tuple since Phase 23 but both CLI scripts were still unpacking 2 values - Fix ImportError in bulk-send/bulk_send.py: replace non-existent auth_helper import with docusign_auth.get_access_token via sys.path - Activate log sanitizer at web app startup so tokens never appear in logs - Log a warning at startup when SESSION_SECRET_KEY is the default dev value - Add reportlab to requirements.txt (used by generate_pdfs.py, was missing) - Move asyncio import from bottom of templates.py to top where it belongs - Correct stale coordinate comment in generate_pdfs.py (both platforms use top-left origin; the comment incorrectly described bottom-left inversion) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>		2026-04-23 09:51:20 -04:00
..
README.md	Add bulk send prototype — script, sample CSV, and demo guide	2026-04-20 01:49:19 -04:00
bulk_send.py	fix: resolve latent bugs found in code review	2026-04-23 09:51:20 -04:00
recipients.csv	Add bulk send prototype — script, sample CSV, and demo guide	2026-04-20 01:49:19 -04:00

README.md

DocuSign Bulk Send — Demo Guide

What is Bulk Send?

Bulk Send lets you send one template to many recipients at once — each gets their own unique envelope, personalized with their name, email, and custom field values.

Files in This Directory

File	Purpose
`bulk_send.py`	Main script — creates bulk list, envelope, and sends
`recipients.csv`	Sample recipient list (5 demo contacts)

CSV Format

Name,Email,Company,Title,CustomField1
Alice Johnson,alice.johnson@example.com,Acme Corp,CEO,CONTRACT-001

Column	Maps To
Name	Recipient display name
Email	Recipient email address
Company	Tab value in template (`Company` tab)
Title	Tab value in template (`Title` tab)
CustomField1	Envelope custom field (tracking/reference)

How to Run

Dry Run (safe — no emails sent)

source venv/bin/activate
python3 bulk-send/bulk_send.py \
  --template-id <YOUR_TEMPLATE_ID> \
  --csv bulk-send/recipients.csv \
  --dry-run

Live Send

python3 bulk-send/bulk_send.py \
  --template-id <YOUR_TEMPLATE_ID> \
  --csv bulk-send/recipients.csv

How It Works (3 API Calls)

1. POST /bulk_send_lists        → Upload recipient list → get bulk_list_id
2. POST /envelopes              → Create draft envelope from template → get envelope_id
3. POST /bulk_send_lists/{id}/send → Trigger send → get batch_id

Each recipient gets:

Their own envelope
Pre-filled tabs (name, company, title)
Unique signing link via email

DocuSign API Docs

Notes for Customer Demo

Uses demo environment (demo.docusign.net) — no real emails sent
Template must have a signer role named "Signer"
Tabs in template must be named Company and Title to auto-fill from CSV
Batch status can be checked via: GET /bulk_send_batch/{batchId}