We're using the DocuSign SDK (version 3.13.0) We are developing an integration with DocuSign.
In Email Preferences settings of the account, I have disabled all the options under User and API User to stop receiving any envelope related mail from DocuSign.
Yet, the account holder receives mail when an envelope is completed, declined or voided.
Is there any option to stop receiving envelope related mails from DocuSign completely?
There are user level and account-level settings for email. Make sure all of them are unchecked in both places.
This is under "My Preferences" for user level:
This is under "Settings" for account level:
Related
I know you can configure notification settings in the Admin settings -- but it looks to be account wide. I'd like to enable "Send completion emails to embedded signers" only for those envelopes we indicate (hopefully through the Signer object EmailNotification?)
Do you know if that's possible? Here's the setting from Admin > Signing Settings >
Envelope Delivery i'm referring to:
As Amit says, that setting cannot be configured at the envelope level.
If you would like a specific signer on a specific envelope to receive a completion notification, add them to the envelope again as a Carbon Copy recipient at the end of the routing order.
No, this setting is at an account level, and it cannot be configured at an envelope level.
Please let me know how to set up a certificate of completion to be sent as an attachment via email, to all recipients in the document workflow of a given template.
To attach Certificate Of Completion, in your DocuSign account, you need to Go to Admin, then go to Signing Settings link from left hand side Navigation under Signing and Sending section. Inside Signing Settings page, scroll down to the bottom and select below options to attach document and CoC in an email to the signers. DocuSign will only attach documents to the signers completion email if the attachment is less than 5 MB.
We have this feature below, checked for our account.
"Attach documents to completed envelope email"
I also came across your post that mentions:
"Embedded/Captive recipients won't receive any emails from DocuSign by default".
Do we need to contact Support to enable this feature on our account? As we need our signers to receive a copy of signed documents via email.
Thanks in advance.
You will want the following settings (Below). If you cannot set these via self services under Preferences -> Features, then yes contact DocuSign support.
Attach documents to completed envelope email - checked
Suppress Emails to Embedded Signers - checked
Use Envelope Complete Email for (non-suppressed) Embedded Signers - checked
i Am Using Docu Sign demo Sample. with help of Demo Sample i am Creating an Application and Trying to Send Email to my Recipient but my recipient is not receiving any mail. i checked email credential and firewall all are okay.
But i am getting Success status by .
EnvelopeStatus status = client.CreateAndSendEnvelope(envelope);
// If we succeeded, go to the status
if (status.SentSpecified)
{
AddEnvelopeID(status.EnvelopeID);
Response.Redirect("GetStatusAndDocs.aspx", false);
}
Status.SentSpecified is true all time.
i dont know where is the Problem?
Thanks in Advance to Assist me.
Normally when DocuSign recipients are not receiving emails it's because one (or more) of the following reasons:
The email notification is not enabled for the action in question (usually signature request).
Security or spam software is catching/filtering the email before it reaches the recipient.
You are setting the recipient as an embedded recipient.
An invalid or incorrect email address has been provided in the request.
Possible resolutions for each
Check email notification preferences by logging into the DocuSign Console and going to Preferences -> Manage Email Notifications.
Check your security software settings, firewalls, spam/junk mail filtering, inspect logs, etc.
Embedded recipients by default do not receive an email (since they are immediately signing). Making a recipient Embedded means setting the clientUserId property for them. To NOT make them an embedded recipient do NOT set the clientUserId property (don't include it in the request at all)
Ensure the intended email addresses are being set.
Something else that might help debug these types of issues - you can always request the problematic envelope through an API call and inspect it. If using the DocuSign SOAP API you can do this through the RequestEnvelope() call, if using REST look to do a GET call on the /accounts/{accountId}/envelopes/{envelopeId} URI
I would like to add to what #Ergin mentioned that there are Features to enable sending of emails to Embedded receipients.
You should look for these two somewhat confusingly named features:
Suppress Emails to Embedded Signers (checked by default)
Use Envelope Complete Email for (non-suppressed) Embedded Signers
The fix for me was to uncheck the first one and check the second one. This page has a more thorough description:
Suppress Email to Embedded Signers (Check box) – When selected an email completion notice is not sent to embedded signers when envelope signing is completed. This option is only used with the embedded signing function of the DocuSign API and cannot be selected if the Use Envelope Complete Email for (non-suppressed) Embedded Signers option is selected.
Use Envelope Complete Email for (non-suppressed) Embedded Signers (Check box) - When selected an email completion notice is sent to embedded signers when envelope signing is completed. This option is only used with the embedded signing function of the DocuSign API.
As a note you will need to modify this under the DocuSign Admin portal's "Signing Settings".
I am using the embedded signing api using JSON requests to create online signing sessions in the broswser. There is only one prospective configured in the template and the authencitcation method is email.
I do not want the email address that I am sending to receive an email notification. How do I turn this off. Ive looked at preferences--features to turn off email notification but cant find any setting.
Thanks in advance.
Login to the DocuSign web console as an Administrator in the sending DocuSign account, and navigate to Preferences >> Features. Enable (check) the Suppress Emails to Embedded Signers setting and Disable (uncheck) the Use Envelope Complete Email for (non-suppressed) Embedded Signers. Click the SAVE button (all the way at the bottom of the page) to save the changes.
These settings make it so that DocuSign will not send any emails to Recipients that you create via the API and specify as embedded/captive (i.e., by setting clientUserId property to indicate that they will be accessing the Envelope via your application).
Update
If you are using the New DocuSign Experience then follow the instructions here
See the Document delivery section.