DocuSign Bulk Send From Template

arazzo: 1.0.1
info:
  title: DocuSign Bulk Send From Template
  summary: Resolve a template, then fan out multiple template-based envelopes to a list of recipients in one workflow run.
  description: >-
    Distributes the same agreement to many recipients. DocuSign's dedicated bulk
    send list endpoints are not present in the eSignature description in this
    repository, so this workflow is adapted to achieve the same outcome by
    resolving a template once and then creating and sending one template-based
    envelope for each of two recipients, binding each to the same template role.
    The pattern generalizes to any batch size by repeating the per-recipient
    send step. Every step spells out its request inline so the flow can be read
    and executed without opening the underlying OpenAPI description.
  version: 1.0.0
  x-realizes-capability-ids:
  - BC-150.10
  x-capability-derivation:
    method: 'deterministic join: sourceDescriptions -> per-tag OpenAPI -> tag/capability edge. No classification at this step.'
    min_confidence: 0.7
    sources:
    - capability_id: BC-150.10
      capability_name: Contract Management
      spec: docusign-envelopes-api-openapi.yml
      confidence: 0.8
    model: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0
sourceDescriptions:
- name: envelopesApi
  url: ../openapi/docusign-envelopes-api-openapi.yml
  type: openapi
- name: templatesApi
  url: ../openapi/docusign-templates-api-openapi.yml
  type: openapi
workflows:
- workflowId: bulk-send-from-template
  summary: Fan out template-based envelopes to multiple recipients.
  description: >-
    Confirms the template exists, then sends one envelope per recipient from
    that template, binding each recipient to the same role.
  inputs:
    type: object
    required:
    - accountId
    - templateId
    - roleName
    - firstRecipientName
    - firstRecipientEmail
    - secondRecipientName
    - secondRecipientEmail
    properties:
      accountId:
        type: string
        description: The DocuSign account ID (GUID or short account number).
      templateId:
        type: string
        description: The ID of the template to send from.
      roleName:
        type: string
        description: The template role name each recipient is bound to.
      firstRecipientName:
        type: string
        description: The full legal name of the first recipient.
      firstRecipientEmail:
        type: string
        description: The email address of the first recipient.
      secondRecipientName:
        type: string
        description: The full legal name of the second recipient.
      secondRecipientEmail:
        type: string
        description: The email address of the second recipient.
      emailSubject:
        type: string
        description: The email subject used for each envelope.
        default: Please sign this document
  steps:
  - stepId: confirmTemplate
    description: >-
      Confirm the template exists and capture its name before fanning out
      envelopes to recipients.
    operationId: Templates_GetTemplate
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    - name: templateId
      in: path
      value: $inputs.templateId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      templateName: $response.body#/name
  - stepId: sendToFirstRecipient
    description: >-
      Create and send a template-based envelope to the first recipient, binding
      them to the template role.
    operationId: Envelopes_CreateEnvelope
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    requestBody:
      contentType: application/json
      payload:
        emailSubject: $inputs.emailSubject
        status: sent
        templateId: $inputs.templateId
        templateRoles:
        - roleName: $inputs.roleName
          name: $inputs.firstRecipientName
          email: $inputs.firstRecipientEmail
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      envelopeId: $response.body#/envelopeId
  - stepId: sendToSecondRecipient
    description: >-
      Create and send a template-based envelope to the second recipient, using
      the same template role.
    operationId: Envelopes_CreateEnvelope
    parameters:
    - name: accountId
      in: path
      value: $inputs.accountId
    requestBody:
      contentType: application/json
      payload:
        emailSubject: $inputs.emailSubject
        status: sent
        templateId: $inputs.templateId
        templateRoles:
        - roleName: $inputs.roleName
          name: $inputs.secondRecipientName
          email: $inputs.secondRecipientEmail
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      envelopeId: $response.body#/envelopeId
  outputs:
    templateName: $steps.confirmTemplate.outputs.templateName
    firstEnvelopeId: $steps.sendToFirstRecipient.outputs.envelopeId
    secondEnvelopeId: $steps.sendToSecondRecipient.outputs.envelopeId