Bulk Send Versions

Hello ​@cnemt,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 

I understand you are getting an error "The legacy version of bulk send is retired" when using Bulk Send, and it requires you to use the new enhanced version. I am sorry for the inconvenience and confusion this has caused you. Allow me to help you.

The original Bulk Send feature (v1) was deprecated as part of DocuSign’s efforts to enhance our services and provide better user functionality. The error message means you are attempting to use a template or process associated with the old version (v1). This could happen if:

• You are using an outdated template that has not been converted to be compatible with v2.
• Your CSV file format does not align with the requirements for Bulk Send v2.
• There may be remnants of settings or configurations from your previous usage of v1.

However, I noted you successfully used this feature months ago. Kindly check if the root cause of the issue is the CSV format or the Template.

CSV File: Please try generating a new CSV template by following the instructions below:

Generate a Customized CSV File for the Bulk Recipient List

If the issue persists, please covert the Template to the new version: convert older bulk send templates to use the newer v2 functionality

1. Edit the template and add a new recipient; you will need to give this new recipient a role name; this is a temporary term to describe the responsibility of the person who will eventually fulfill this responsibility on your document.

2. After the recipient has been added, you must go Next and assign the fields of the Bulk recipient (old recipient) to the new recipient by selecting the new recipient on the properties panel on the right from the Bulk recipient to the newly added recipient. 

3. After reassigning the fields, you must delete the Bulk recipient (old recipient) from your template. 

4. Save the template and start using it. 

Here are helpful resources:

How to Transition to Bulk Send v2   

How to Convert a Template with a Saved Bulk Recipient to Use the New Bulk Send 

Bulk Send for Multiple Recipients 

If you believe that you need further assistance or require the help of a live support, you can create a Support Case to have a Support agent work with you. 

To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case.” Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

I understand that this situation may have caused some inconvenience, and for that, I sincerely apologize. 

Let us know if you need further assistance. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello ​@cnemt,

I hope you are doing well. If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? It helps other community members who might have similar questions. If you require additional assistance, feel free to let me know, and I will gladly help you address the situation as soon as possible. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.