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Actions198

Template Bulk Recipient → Upload

AI-generated

Summary

Uploads CSV-formatted bulk recipient data to a specific recipient (role) on a DocuSign template, so envelopes created from that template can be sent to many recipients in bulk.

Inputs

  • Authentication — Auth method: JWT (Service Integration, default) or OAuth2 (User Authorization).
  • Template ID (required) — ID of the DocuSign template to attach the bulk recipients to.
  • Recipient ID (required) — ID of the recipient (role) within the template that the bulk list applies to.
  • CSV Content (required) — Multi-line CSV text with a header row and one row per bulk recipient (e.g. Name,Email).

Output shape

The DocuSign API response for the bulk recipient upload, returned as a single n8n item.

The handler body (handleTemplateBulkRecipientUpload) is not shown in the provided source, so the exact endpoint and response fields are not confirmed. The call goes through the shared DocuSign request helper, which retries on rate limits (429) and 5xx errors and throws a NodeApiError on failure.

Examples

Example 1: Load a list of signers from a spreadsheet export into a template role before a bulk send.

Template ID = template GUID; Recipient ID = '1'; CSV Content = expression joining header 'Name,Email' with rows built from previous node data.

Example 2: Seed a template with a fixed test list.

Authentication = JWT; CSV Content = 'Name,Email\nJohn Doe,john@example.com'.

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