This method tests a bulk send list for compatibility with the envelope or template that you want to send. For example, a template that has three roles is not compatible with a bulk send list that has only two recipients. For this reason, you might want to test compatibility first. A successful test result returns `true` for the `canBeSent` property. An unsuccessful test returns a JSON response that contains information about the errors that occurred. If the test is successful, you can then send the envelope or template by using the [BulkSend::createBulkSendRequest][BulkSendRequest] method. ## Envelope Compatibility Checks This section describes the envelope compatibility checks that the system performs. **Top-Level Issues** - Envelopes must be in a sendable state. - The bulk send list must contain at least one copy (instance of an envelope), and no more than the maximum number of copies allowed for the account. - The envelope must not be null and must be visible to the current user. - The account cannot have more queued envelopes than the maximum number configured for the account. - The bulk send list must exist. **Recipients** - The envelope must have recipients. - If you are using an envelope, all of the recipients defined in the bulk send list must have corresponding recipient IDs in the envelope definition. If you are using a template, you must either match the recipient IDs or role IDs. - The envelope cannot contain a bulk recipient (an artifact of the legacy version of Docusign's bulk send functionality). **Recipient Tabs** - Every `recipient ID, tab label` pair in the bulk send list must correspond to a tab in the envelope. **Custom Fields** - Each envelope-level custom field in the bulk send list must correspond to the name of a `customField` in the envelope definition. You do not have to match the recipient-level custom fields. [BulkSendRequest]: /docs/esign-rest-api/reference/bulkenvelopes/bulksend/createbulksendrequest/

{
  "success": true,
  "data": {
    "id": "abc123",
    "created_at": "2025-01-01T00:00:00Z"
  }
}

{
  "success": false,
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "Invalid request parameters"
  }
}

This method tests a bulk send list for compatibility with the envelope or template that you want to send. For example, a template that has three roles is not compatible with a bulk send list that has only two recipients. For this reason, you might want to test compatibility first. A successful test result returns `true` for the `canBeSent` property. An unsuccessful test returns a JSON response that contains information about the errors that occurred. If the test is successful, you can then send the envelope or template by using the [BulkSend::createBulkSendRequest][BulkSendRequest] method. ## Envelope Compatibility Checks This section describes the envelope compatibility checks that the system performs. **Top-Level Issues** - Envelopes must be in a sendable state. - The bulk send list must contain at least one copy (instance of an envelope), and no more than the maximum number of copies allowed for the account. - The envelope must not be null and must be visible to the current user. - The account cannot have more queued envelopes than the maximum number configured for the account. - The bulk send list must exist. **Recipients** - The envelope must have recipients. - If you are using an envelope, all of the recipients defined in the bulk send list must have corresponding recipient IDs in the envelope definition. If you are using a template, you must either match the recipient IDs or role IDs. - The envelope cannot contain a bulk recipient (an artifact of the legacy version of Docusign's bulk send functionality). **Recipient Tabs** - Every `recipient ID, tab label` pair in the bulk send list must correspond to a tab in the envelope. **Custom Fields** - Each envelope-level custom field in the bulk send list must correspond to the name of a `customField` in the envelope definition. You do not have to match the recipient-level custom fields. [BulkSendRequest]: /docs/esign-rest-api/reference/bulkenvelopes/bulksend/createbulksendrequest/

{
  "success": true,
  "data": {
    "id": "abc123",
    "created_at": "2025-01-01T00:00:00Z"
  }
}

{
  "success": false,
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "Invalid request parameters"
  }
}