Default text for "email blurb" is something like:
recipientFirstName recipientLastName,
Please DocuSign sameTextAsEmailSubject
Thank You, SalesPersonSmith
Is there a way to append text to this ? For example I would append the email signature for SalesPersonSmith so something like:
SalesPersonSmith
sps#company.com
p 555.555.1212
f 555.555.2323
There are two ways to modify the content of the emails that DocuSign sends to recipients:
You can use the emailBlurb inside the envelopeDefinition object.
You can modify the email resources file for your account.
Option 1 is limited, as you cannot change everything in the email message. However, you can have each envelope use a different blurb.
Option 2 is account-wide, meaning that it's not per-envelope, but you have more flexibility in the changes you make in the entire email look-and-feel.
Related
We have an old client application from which users want to be able to send individual documents (many fields, many of them rich text with and without attachments in each) via email to people without Notes clients (or access to Notes). I am able to generate the email and include the attachments, but the body of the email is plain text and the form is very long, so it's line after line of appendText to grab the field data to include in the email. It's ugly! Is there any other way to go about this? Looking for other ideas. Thank you!
Your best bet is probably to write code that creates a new mail message, accesses the document you want to send, and use the NotesDocument.RenderToRTItem method to include the visible contents of that document in the new message.
I have a logic app that is being used to send emails using a SendGrid subscription. There is a unique link sent to each user. I can embed this link variable in the message text using expressions, but when the email is sent it transforms the link to plain text.
There is a "link" button that can be used to manually add a link but it only accepts plain text as the link title and target, it does not appear it can be mapped to any expressions or dynamic content.
I thought I could maybe add a placeholder link through the SendGrid Link insertion, and then find it in the corresponding json template for the app and map it to an expression but something happens when it is saved and it is transformed.
According to some test, it doesn't show same problem in my side. I received the email in outlook and in my opinion, it may be influenced by your email tool. In my side, the link was transformed to plain text only if the email is filtered into Junk Folder.
To solve this problem, you can test it in another email tool. Or you can do it like below screenshot, store the link with <a> tag in a variable and then use the variable in email body.
I have created a Azure Logic app to read the email body and check for the condition - If the email body 1st line has the only word called "Approved", then trigger another process or else do nothing.
But when performing it, I could see the condition gets to false even though the mail has only Approved word in it accommodated with signatures in the bottom. After researching, I could see the email is being read like HTML tags. So i created two more variable to extract a part of this e-mail and check for condition.
EmailBodyTrimmed = trim(substring(toUpper(replace(replace(trim(variables('EmailBody')),' ',''),'.',''),),0,500))
EmailBodyTrimmedFinal = trim(substring(trim(replace(trim(variables('EmailBodyTrimmed')),' ','')),0,indexOf(replace(variables('EmailBodyTrimmed'),' ',''),'<')))
But nothing seems to give correct answer. Can anyone help me ?
I think you can use Body Preview to receive the body of the email:
According to my test results, it receives the text in non-HTML format, so you don't have to extract the body from the HTML text.
Then you only need to add a condition and use starts with to determine whether it starts with approved.
Of course, this premise is that your email body is in plain text format, if it is in excel format, you need to do other processing.
I use Foxit Phantom for pre-fill tabs to documents. I use PDF form with label DocuSignSignHere. But, How to set recipient using this technique?
https://www.docusign.com/p/APIGuide/Content/Sending%20Group/Rules%20for%20CompositeTemplate%20Usage.htm
I tried to set number after label: DocuSignSignHere 1, DocuSignSignHere 2. It does not work. Is it possible? How to set recipientID with PDF Form?
You can not set DocuSign recipient information through the PDF fields of the document you want to get signed. Instead you need to set that information in the API call you make to DocuSign, inside the JSON properties of your request body.
Here is a full code sample (in 6 languages) of how to request a signature on a local document:
http://iodocs.docusign.com/APIWalkthrough/requestSignatureFromDocument
And make sure you check out the other 8 API Walkthroughs here.
In our way solution was in using Automatic Anchor Text with Custom Tags
I am trying to customize the brand resource file so that it uses the EnvelopeId within a query parameter in a custom html link so that the destination site can filter rows based on the Envelope.
For example, when using the following in the DocuSign XML Email resources file for the brand (e.g. in envelope completed email):
View Rows
DocuSign escapes the [[EnvelopeId]] (presumably because its within a link), causing the resulting html for the email to be
View Rows
instead of
View Rows
Is there a way to prevent the EnvelopeId from being escaped or another way to use the EnvelopeId with a custom link in the envelope completion email?
Whenever you see [[ ]] that refers to something called a DocuSign Merge Field. As you are referring to, these are dynamic variables which get replaced with expected values at runtime. I do not believe that EnvelopeID is a valid merge field in this context. The closest thing you have to referencing a link to the envelope is the [[QuickURL]] merge field.
If you were going down an API integrated route, you could specify the entire email message body contents via the API, and you would know the envelopeID at that point and could pass it in w/your logic.