英文:
Is it possible to use composite templates with Bulk send in Docusign?
问题
我正在进行一个项目，需要在相对短的时间内向成千上万的个人发送信封。为了避免触发 DocuSign API 的规则和限制，我考虑使用批量发送功能。这样，我可以将成千上万的收件人分批，并用更少的请求发送给他们一个信封。
这些成千上万的人不会收到完全相同的信封，但会有不同的标签数据。我们试图构建的情景如下：
DocuSign 中有几个模板，比如模板 A、模板 B 和模板 C。
每个收件人将收到模板 A、模板 B 和模板 C 的特定子集。例如，如果有 10,000 名收件人：
- 5,000 名收件人将在他们的信封中收到模板 A 和模板 B 的组合，并一次性签署。
- 3,000 名收件人将在他们的信封中收到模板 B 和模板 C 的组合，并一次性签署。
- 1,000 名收件人将在他们的信封中收到模板 A 和模板 C 的组合，并一次性签署。
- 100 名收件人将在他们的信封中收到模板 A、模板 B 和模板 C 的组合，并一次性签署。
- 500 名收件人将只收到模板 A，并一次性签署。
- 300 名收件人将只收到模板 B，并一次性签署。
- 100 名收件人将只收到模板 C，并一次性签署。
请注意，每个模板都有一些字段，这些字段对于每个收件人应该有不同的值，比如标题、工资等。
我了解 DocuSign 中的组合模板功能，它可以帮助将多个服务器模板合并到同一个信封中发送给收件人。然而，我不太确定这如何与批量发送 API 配合使用。
是否有实现这一目标的方法？如果有，我正在使用 C# SDK。是否可以使用 SDK 实现，还是需要使用 REST API？
问候。
英文:
I am working on a project that requires sending thousands of envelopes to individuals within a relatively short time window. To avoid hitting the DocuSign API rules and limits, I am considering using the Bulk Send feature. This way, I can batch thousands of recipients and send them an envelope with fewer requests.
These thousands of people will not receive the exact same envelopes but will have different tab data. The scenario we are trying to build is as follows:
There are several templates in DocuSign, such as Template A, Template B, and Template C.
Each recipient will receive a specific subset of Template A, Template B, and Template C. For example, if there are 10,000 recipients:
- 5,000 recipients will receive a combination of Template A and Template B in their envelope and sign it in one go.
- 3,000 recipients will receive a combination of Template B and Template C in their envelope and sign it in one go.
- 1,000 recipients will receive a combination of Template A and Template C in their envelope and sign it in one go.
- 100 recipients will receive a combination of Template A, Template B, and Template C in their envelope and sign it in one go.
- 500 recipients will receive only Template A and sign it in one go.
- 300 recipients will receive only Template B and sign it in one go.
- 100 recipients will receive only Template C and sign it in one go.
Please note that each template has some fields that should have a different value for each recipient, such as Title, Salary, etc.
I am aware of the Composite Template feature in DocuSign, which helps merge multiple server templates into the same envelope when sending to a recipient. However, I'm not entirely sure how this works with the Bulk Send API.
Is there a way to achieve this? If so, I am using the C# SDK. Is it possible with the SDK, or do I need to use the REST API for this?
Regards
答案1
得分: 0
是的，当您为批量发送创建草稿信封时，请使用复合模板创建它。
然后通过批量信封发送它。这个页面提供了一些信息。
另外，您可以与您的DocuSign联系人沟通，以在项目期间增加您的API限制。
英文:
Yes, when you create the draft envelope for use with bulk sending, create it with composite templates.
Then send it via bulk envelopes. This page gives some info.
Also, you can talk with your DocuSign contacts to have your API limits increased during your project.
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