Hello ​@linder 
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Docusign is encouraging all customers using the original bulk send feature (v1) to begin their transition to the enhanced bulk send for multiple recipients (v2). Bulk send v2 offers many great improvements and the end of life was February 28, 2022. This article provides more information about the transition to help guide you through the process.

What is changing?

Bulk send v1 was deprecated in favor of the enhanced v2. Bulk send v2 offers the following functionality improvements:

• Multiple recipients per bulk send envelope. Each bulk send envelope can contain multiple recipients; v1 supported just a single recipient. 
• Supports additional recipient actions. Bulk Send v1 supported only Needs to Sign; with v2 you can select from a broader list of options.  
• Supports envelope custom field values. Include envelope custom field data in your bulk send CSV list. 
• Supports custom email and language settings. Specify a custom email language, subject, and message for each recipient in your bulk send list.
• Customized sample bulk send CSV list. Generate a sample CSV file pre-formatted with the envelope and role recipient data defined on your template. Use the sample to construct your bulk send list. 

When was v1 retired?

Bulk send v1 was end of life after February 28, 2022.

How does the v2 bulk send work?

With bulk send v2, you no longer upload your bulk send CSV list directly to a template. Instead:

1. Prepare a template that will be used for the bulk send, containing the documents, role recipients, email message, and fields as usual. You can specify multiple recipient roles.
2. Use the template to send an envelope.
3. From the envelope, you download the sample CSV file, which will have all of the columns populated with your envelope set up.
4. Fill in the CSV file with information for each envelope you want to generate for the bulk send.
5. Import the completed CSV file to your envelope, verify the resulting bulk send entries.
6. Send your bulk send envelope.   

How can I prepare?

Moving to the new v2 bulk send requires some updates to your bulk send templates and workflows: 

• Convert any templates that use v1 bulk send to support the new v2 workflow.
• Using a DEMO account, complete a test bulk send using the new v2 solution to ensure the process is going as you expect it to. Using a DEMO account avoids sending test envelopes in your PROD account and generating unanticipated charges. (If you do not have a DEMO account you can sign up for a free account on the Docusign Developer Center using the Developer Account menu.)   
• Update your bulk send workflows and any internal documentation. 

How do I convert my v1 templates to use v2?

You can easily convert older bulk send templates to use the newer v2 functionality. There are two steps to this conversion:

1. Locate v1 templates in your Docusign account. Search for templates with a recipient named "bulk recipient" or recipient email "bulk@recipient.com". 
2. Edit v1 templates to add a role to take the place of the existing bulk recipient. Reassign all fields to the new recipient. 
   
    

Note: Bulk send does not support custom authentication configurations. For detailed instructions on converting templates, see the guide How to Convert a Template with a Saved Bulk Recipient. 
 

Can I still use my existing v1 templates?

No. After February 28, 2022, v1 was formally retired and you will no longer be able to send envelopes with v1 bulk send recipients. If you try try to use them, you will see an error message stating, "The legacy version of bulk send is retired. Find out how to switch to the new enhanced version of bulk send."


 

Can I use a v1 bulk send list (CSV) with bulk send v2?

Because v1 is formally retired, you can no longer use a bulk send CSV in the old v1 format.  You must update the CSV format to match the new bulk send v2 column formatting. See Bulk Send for Multiple Recipients for details on formatting your spreadsheet. 
 

Where can I learn more about bulk send v2?

Here are some key resources on the enhanced bulk send v2:

• Bulk Send for Multiple Recipients. The primary resource describes how v2 bulk send works and how to use it.
• How to Convert a Bulk List Template. Provides details on how to convert existing bulk list templates using v1 for use with v2 bulk sending.

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Best regards,

Ma. Cassandra | Docusign Community Moderator

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Hello ​@linder 

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