I'd like to disable all sender notifications while using the apex toolkit. I disabled the notifications in the DocuSign account by unchecking all of the boxes, however, the sender is still receiving the notifications. I am assuming I need to add code to the apex class in order to disable these notifications. I don't see anything here (https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/notifications.html) to help me with that, but I'm no developer so I could be overlooking it.
You can't control another users notifications, only they can control the notifications that they're receiving by going into their settings and changing it there. If a user joins your account, they'll automatically inherit the notifications set at the account level, but it won't affect existing users.
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I'm using docusign java SDK in my project for e-signing.
As per my client's requirement I need to disable sending completion email to signers through API call.
Does anyone of you know the Parameter and Class that I need to deal with?
Note: I know there is a setting to do this on Docusign Admin page, but I need to disable this feature conditionally from API level
In the Java SDK look in the AccountsApi.java and there's a method there called updateNotificationDefaults() which you can use to update the settings programmatically. Note that this is for the entire account, not a specific user.
We are using the EnvelopeView: CreateSender endpoint on the server side and are authenticated under a service account we have dedicated for this process. Ultimately, we send a URL such as https://demo.docusign.net/Member/StartInSession.aspx?StartConsole=1&t=<GUID>&DocuEnvelope=<ENVELOPEID>&send=1 back to the end user to pick the signers, and populate tags.
All works fantastically, however, we were hoping to make it so the user can only see and populate the information for this single document. Currently, once the user clicks the link they are essentially authenticated as our backend service account and if they open another tab in their browser and go to (https://demo.docusign.net) they can see all documents and even change the password of the account if they wanted.
Is there a way to restrict this in any way? Would the experience be different if purchased an “API” account not tried to use an actual user account on the backend? Yes, we know about OAuth, but we don’t really want to impersonate the sender and prefer to keep a dedicated service account.
An "API" account would give you the same issues as dedicating one of your current users as a "Services Account," so I don't think that's a solution.
Instead, I suggest that you move all of the functionality that's needed upstream into your app. That way you will not need to present the Sender view to your users.
Your app can enable your users to:
choose who the envelope will be sent to
choose/edit the email messages, etc
choose the documents that will be sent
etc
If you have preset templates that include the document tabs/fields for the signers then there is no reason for the sender to deal with the sending screen for picking the tab/field locations on the documents.
This type of app will also give a smoother user experience to your users since they'll stay in your app rather than bouncing over to DocuSign for part of the task.
We are attempting to use a listener to pick up on envelope events and to automate grabbing the completed docs from Docusign and putting them in our document management system. What we would like to do is to listen for all events, like document sent, document received, etc, but only notify the sender when the envelope was voided or declined, not when the receiver signs the documents and the envelope is complete. Is such a thing possible? Thanks in advance.
The events that you subscribe to via DocuSign Connect and the events trigger email notifications to senders are managed entirely separately -- there is no correlation whatsoever between how you manage those two categories of events.
You can configure which Envelope events will trigger email notifications to a specific sender by updating the Sending notification settings for that particular User in your DocuSign account. The Sending notification settings that you specify for a particular user will apply for all Envelopes that person sends (until if/when those settings are changed for the user) -- you can not configure email notification settings for a sender on a per-Envelope basis.
For information about how a User can configure their own email notification settings manually via the DocuSign web UI, see: https://support.docusign.com/guides/ndse-user-guide-manage-notifications.
If you want to use the API to automatically configure email notification settings for senders in your account, you can do so by using the Update User Settings operation, as described here in the docs: https://docs.docusign.com/esign/restapi/Users/Users/updateSettings. Just keep in mind that, as mentioned previously, the settings you specify for a user will apply to all Envelopes that user sends (until if/when the settings are updated again).
Connect Trigger events which you can subscribe to are
As a Sender you can modify sender specific notifications. Please check Envelope Notifications to know how to manage the notifications.
I need to add push notification in my web site
If a user has made payment for something... we show them alert in their account page on the website that you are now successfully connected to this community
If a user has done payment by check... we clear the payments by check through a cron job... once the job runs and payment is cleared... we show a notification to user whenever they log in saying that their check payment is cleared
A user sends a request to connect to an organisation... that organisation's admin should get an alert in their system saying that so and so person is pending approval from you.
Something similar to alerts that we get in our net banking might be... that your credit card payment is pending... something like that
Like we also get notifications on Facebook... the difference will be that instead of notifications we want to show alerts or messages directly displayed in their account
So, you want notifications in your system about payments.
In its simplest form, you could do it manually with emails, and/or popups in your application, that are loaded from DB when they login. This is sort of a manual system, and the Minimum Viable Feature could be quite easy to build yourself.
If you want it more advanced, like you mentioned, similar to Facebook's notifications button and feed. Then, yes, it might be easier to use getstream.io. It also has websocket integrations so you can get those notifications pushed in real-time. You can then also push other types of notifications in there, like for example: a notification when the user has logged in from a different browser (for security reasons).
I hope this answers your question.
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):