We are currently using DocuSign Apps Launcher in Salesforce. We have a DocuSign sender that isn't receiving any notifications, despite having all Sender and Signer notifications checkboxes checked in their preferences at account.docusign.com.
Notifications can be set account-wide or per-user. So there are two places to check for notifications. Make sure both are set!
Under "My Preferences" (from top-right menu). you'll see Notifications on the left-hand side, looks like this:
Go to the "Settings" panel (administrators only) and "Signing and Sending" find "Email Preferences":
Related
Suppose If I am the sender and if I send a document to a recipient, then after signing / completion the recipient must not receive any kind of notification . How to implement this ?
Go to the Settings part of the web app (top right) and then on the menu in the right select "Email Preferences" and you can change this. Note this change is for the entire account, not for your integration.
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:
How I can setup reminders for PowerForm users?
For example a user opened my PowerForm link but did not finished the signing. An envelope is created for that user and showing up in "Waiting for Others" and I can manually re-send the envelope. But I would like to know if the "Reminders and Expiration" notifications can work for PowerForm.
Yes, you can do that if you set the original template that was used to create the PowerForm to send reminders when you want to.
That is in the web app on the "Advanced Options" (click "edit") on the right.
They may be disabled (not allow you to make changes) if the admin of the account does not allow senders to customize this. You would have to go to the Settings up and choose "Reminders and Expiration" from the menu and then check "Allow senders to override account defaults". That would also enable you to change the account's defaults for all envelopes.
I am using the embedded signing view, and when a client clicks on the Finish Later button they never receive an email.. in the docusign website I have set this to send it out in 1 day... I am also setting the name and email address in the request for the embedded signing.. Not sure what I am missing here.
Thank you for any help!
There are a couple of account-level settings related to controlling the email notifications that a captive/embedded recipient will receive automatically from DocuSign. I don't know whether or not these settings affect the "Reminder" email notification for embedded/captive recipients, but it might be worth investigating:
Generally speaking, the "captive/embedded recipient" scenario is designed such that your application will be responsible for communicating with the signer (i.e., by default, DocuSign will not automatically send email notifications to embededded/captive signers, except in cases where the email notification settings above have been set to override this default behavior). So, I wouldn't be surprised if the "Reminder" notification email isn't supported for use with an embedded/captive recipient.
(Added another screenshot -- settings on the Preferences >> Features page):
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.