Create packages

Create and send packages using bulk send. The package ID must be of type template.

Prerequisites

  • Enable the bulk send feature in your account.
  • Create an eligible template. A template is considered eligible if it contains at least one document that is not the consent agreement, placeholder role, and signature field.
  • Create a CSV file with recipient details. The file must include placeholder, first name, last name, and email columns.

This API returns a bulk send batch ID.

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