is there a list of the field/value that can be used in the email resource file? The docusign-email-resource-file(v1.1).pdf references some of the fields but does not say how many fields exists or where to find a list. I'm trying to create a branding template that will show the other signer's names in the email based on the condition of which signer number it's sent to.
EG. if email is going to signer 1, the signer 2,3,4 names are displayed in the email.
if going to signer 2, signer 1,3,4 names are displayed.
Docusign doesn't seem to have any other documentation around the email resource file besides the pdf which is frustrating
Changing the resource files are not supported by regular DocuSign support policies. If you want to change them then you're on your own.
Re docs: read/search the resource files themselves to see the ever-changing list of options/strings that can be updated.
Notes: be very careful with your changes. Download the default file, and save it carefully so you can go back to it if needed. Recommended: use a change control system such as git so you can track exactly what you've changed for your testing and be able to reverse your changes as needed.
Your use case: showing signers who the other signers are
Rather than changing the branding file, I'd suggest using the API to programmatically set the email messages (the emailBlub field) to contain the information about the signers.
You could set the message to be the same for all the signers to include the names of all the signers. Or you can use signer-specific emailBlurb fields to tell just some of the signers who the other signers are.
Related
I am new to DocuSign technology and need to get few pointers.
I have tested some java API to send emails out thru Docusign and did my homework. Few questions:
Can I create a DocuSign Template without a Recipient? DocuSign is not letting me to add custom fields without a recipient.
My use case is: Put a template on docusign with some custom fields (say 10). My application would pass values for 3 custom fields along with new recipient (email address). I expect recipient would fill rest of custom fields.
How can I create/send an envelope with a Template ID and Recipients? I see error that you can pass only one of them.
I am able to pass values to custom fields via EnvelopeDifinition->TemplateRole->Tabs->TexTabs. But, the values are not populated if there are multiple recipients.
I am looking at some guidance on the approach for my use case and some pseudo code if that helps.
Thanks
You cannot create a template without recipients, because you cannot create an envelope without recipients. At least one is required. A template is a repetitive envelope and if it were created without recipients - you can have an envelope without recipients which is not allowed.
There are two types of recipients in templates. The one you probably need is a role based (templateRole) that does not include the email/name but has to be provided when an envelope is created from the template (also called placeholder). That recipient can still have fields (tabs, tags) and the API can provide the value for some of them.
This article talks about how to set the values of tabs in an envelope created from a template and is exactly what you're saying you want to do.
I need to send out a document / envelope. I'm using the C# SDK, since we'll be sending from a service. We know who the recipients of the document COULD be, but it's up to the first recipient to either sign or choose a recipient.
The first recipient of the document can do one of two things-
Sign the document
select a different recipient from a drop-down list of Roles, and then have the document go to that user for their signature.
these future roles are "Dealer" and "Lawyer". We'll know, at the time of
selection who these user's are (names & emails).
Right now, I have a template (from Word), with tabs that will be populated when sending the initial envelope, so that all users can see the data.
My question(s) are:
Is using the Template the best option? Should I attempt to update the text within the Word document, by not having it configured as a template?
How should I add the users / roles / signers to the envelope, since they can be chosen ? I saw something about Intermediaries - is this what I should be using to specify the next recipient in the document? Currently, I have three "Roles" defined in my template- one for "Provider" - the first recipient, then "Dealer" and "Lawyer".
IF not using a Template, how should I specify / add the follow-up users, "Dealer" and "Lawyer"?
Any assistance is greatly appreciated!
Using a template is probably what you need. You can update the document inside a template before sending an envelope that is created from the template. (you can also use"correct" to update an envelope that was sent, but only by the original sender and there are some other limitations)
see comment from Drew, you cannot do a conditional recipient yet, but there are other options, including a special type of recipient that can add other recipients (if that's what you want).
You can create a more complex workflow that have the first envelope trigger a second envelope with the recipients you want. That could work for you. Not sure yet about all your requirements, but the first signer can trigger this using our web-hook from connect.
I opened a ticket with DocuSign enterprise support and was instructed to post my issue to StackOverflow.
We are working on a new feature for a client in our demo account and would like to know how to override the content of the Signature Request email that is sent to a signer recipient when an envelope is created from a template. See the attached screenshot—we would like to change the name and email address that appear in the body of the email. Currently, it shows the main account holder’s information. I have looked through our Email resource XML and do not see an element that pertains to this email.
According to the Resource File guide, it seems like I might be looking for a <data name=”DigitalSignaturesPending_HtmlBody”> element. However, I do not see one in the resource file. I see elements for editing other emails that go to recipients, but not this email. Therefore, I cannot remove the desired fields. I appreciate any help. Thank you.
If the goal is to hide the sender's icon, name and email, you can do so in the Signing Resource File: Change DocuSign_HideIntroductionSenderProfileImage = True and DocuSig
n_HideIntroductionSender = True
If you want to change what appears in that block, check the Email Resource File. Look for lines that start with [[Conditional:ShowIntroductionSender]] and contain [[Data:SenderName]] and [[Data:SenderEmail]] and edit those accordingly. Note that you can only hard-code a name and email so that all notifications sent with that Brand will show the same data.
You will probably need to make several changes, as there are many notification types.
If you want to change who owns the envelope, consider setting up an Envelope Transfer Rule that fires Prior to First Send. You can have envelopes sent from your account transfer to a generic/faceless user, so all notifications will have that profile on them. Note that you may want to set up Envelope Sharing so that sending users can still view envelopes they've sent.
Using the DocuSign API via VisualStudio, I create and send an Envelope out to customers based on a Template on my DocuSign account which contains a list of the recipients and a standard pdf document.
I specify the TemplateRoles and the TemplateId using the EnvelopeDefinition object then create the Envelope. The pdf document returned when everything is signed will have the same name as the pdf on the Template document.
What I need to do is change the name of this document for each Envelope/customer. Ideally I could change the document name to that of the customer to make it easier to store and find, instead of getting a lot of different docs back with one generic name.
Is it at all possible to change the name of the finished document?
I don't know about changing the name of the document.
But you can change the subject of the envelope when you create the envelope. And it is the subject of the envelope that you see in the DocuSign web tool.
You can also set an envelope custom property and later search for envelopes with that property. Using this technique, you could easily bring up all envelopes related to a particular customer (probably best to store your customer_id as an envelope custom property in this case).
This is a bit of a hack but it works.
You can create a dummy cc recipient and their name can be anything (their email address can be random letters). Set up your template with the merge fields to include in the message subject (this also automatically edits the envelope name). Using this guide:
https://support.docusign.com/en/guides/ndse-user-guide-template-merge-fields
Then when you create your envelope from the template, fill in the dummy name with whatever text you want to be added to the envelope name.
Can we modify the envelope once created ?(Draft and Sent both the status). If possible, can you point me to the documentation for same?
Yes, you can modify an "in-process" Envelope, but only certain properties of an existing Envelope can be changed. I'd suggest that you search the table of contents in the DocuSign REST API guide (https://10226ec94e53f4ca538f-0035e62ac0d194a46695a3b225d72cc8.ssl.cf2.rackcdn.com/rest-api-guide-v2.pdf) for the word "modify" -- that will show you (at a glance) the types of things that can be modified. For example, you'll see that these types of things can be modified on an existing Envelope:
envelope custom fields (p141)
custom document fields (p154)
email setting overrides (p162)
recipient information (p171)
recipient tabs (p178)