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Question

How to populate the fields values from my database into a document template and send it to different email addresses?

  • April 18, 2024
  • 1 reply
  • 83 views

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I have a requirement to populate values from my database into the attached document in the template while sending to different users dynamically via API. Any insights?

1 reply

Alexandre.Augusto
Docusign Employee
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Hello, @Max 

 

Welcome to the Docusign Community!

 

Using a Template (not via API, but Web) you can populates fields in an envelope reading a .CSV file. That’s possible through the Bulk Send solution.  Sending via Bulk Send reads a .CSV to the the recipients names, emails and any other field present in the Template.

 

Perhaps you can create a template then via API try to send envelopes using a Bulk Send operation.

 

In the Github there is something may shed a light for you:
https://github.com/lingkio/docusign-connect

 

Other examples using Bulk Send:
https://github.com/search?q=docusign+bulk&type=code

 

I hope that helps.

Alexandre