It is possible to send document attachments by email, when send a document to sign? I need to attach additional documents that do not required a signature.
Thanks,
EV
You can use the SDK/API to add documents to an envelope, even if they do not require signature. You can even add attachment tabs via the API so that signers can add their own attachments. You cannot, as far as I know, add attachments to email messages generated by the DocuSign system.
Inbar is correct. In addition, you could send your own emails to signers (in any format you like), and include a link to the signing ceremony via your app.
See this article for more.
Related
I have two problems with Docusign, first, always it sent the envelope with the same account, no matter who is logged always is sending using the same account, i don't know why.
Second, i want to change the subject and message, i am using the example for apex toolkit and i am using the template, but always it show the same subject Documents for your DocuSign signature.
https://www.docusign.com/blog/dsdev-sending-template-apex-toolkit
To change the subject of a message you can use the withEmail method and edit the emailSubject property. See the API reference for more details: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelope.html
Do your salesforce users have the DocuSign Sender permission? I'm thinking that could be the reason that envelopes aren't being sent from their account.
createSender creates a URL, which I would like to use to let the sender preview the document before it's send out. Hence the documents are created using templates and and the API.
The link which is created would lead me out of my UI. Does the user need to sign in? Future plan is to have many user's, which have no DocuSign account.
For embedded sending Your app will have to authenticate the user. If you are doing a Service Integration then your Api account will be used as the sender.
Once the sending url is generated using the createSenderView api, there is no authentication required to access the URL.
You also have an option to build a User Application using the docusign Api where your App can support sending from multiple accounts.
The createSenderView requires that the person is a DocuSign user (with their own account and password).
Only DocuSign users can send. We charge for sending, not for signing or receiving.
What exactly do you want to preview? (And why?)
the documents themselves? Use the EnvelopeDocuments resource. You can also preview the thumbnails of the documents.
the documents with the "fields" ("tabs") that indicate where people will sign? I'm not sure that is do-able.
or the recipients and their routing order? Use EnvelopeRecipients: list method.
Added
Another solution is to use a dummy certified delivery "recipient". Add this recipient as the first recipient. This will block the envelope from proceeding on the recipient routing.
Then get the envelope's documents to show as a preview.
Then, if ok, alter the envelope's recipients to remove the certified delivery recipient. The envelope will then continue on with the first "real" recipient.
I'm trying to do Embedded Signing and I want to send the email to the Signers myself instead of having DocuSign send it.
I've found this post:
Docusign email notification for embedded signing case
That describes two parameters. I have not been able to find the second one (Use Envelope Complete Email for (non-suppressed) Embedded Signers) in my testing account.
Is this option no longer available? Is there any other way to achieve the same result?
For embedded signers DocuSign will never send an email letting the signer know they have a document awaiting signature. The two emails that are sent can either be Signature Notification and/or Completion email. Signature Notification is sent to the signer immediately after signing, while Completion emails are sent all at once only at the end when the last signer completes the envelope.
The options are both still available in the classic UI under Preferences --> Features.
Update
If you are using the New DocuSign Experience then follow the instructions here
See the Document delivery section.
I have an agreement summary page that I want to pass to specific signers (only internal signers) that I would like to include as an attachment to the email notification to the signer. The document does not require any DocuSign processing. I can pass a href link in the message, but it contains username:password which renders it unsecure.
As Andrew has stated you can use the Document Visibility feature to control which recipients can see which document(s). This can be configured on a given envelope through the DocuSign Web Console as well as through the API.
To test things out follow this guide for setting document visibility in a template in your account:
https://www.docusign.com/support/classic/documentation/cdse-user-guide/advanced-sending/using-document-visibility-in-a-template
Also check out this previously answered SO post which has some more insight into how it works:
Limit visibility on documents
I'm working on a C#.net website and using DuoSecurity services to request electronic signatures. I want the users to sign the documents trough my web site so I decided to use the embedded signing feature.
To use this feature, you first need to create an envelope, but while creating an envelope I'm required to enter the signer's email address so DocuSign sends him an email with a link to the document, but I don't want this email to be sent.
To make it short, is there any way to create a DocuSign envelope without having DocuSign send an email to the signer? (I don't mind entering the signer's email, I have all the required information, it's just that for security purposes I don't want the end-user to receive the document URL trough email).
If not, is there any way to use the embedded signing feature without creating an envelope (I doubt it, but I really need a way to upload a document to DocuSign without them sending an email to the signer).
Thanks in advance,
The system will not send them an email if you are using Embedding functionality. To make use of Embedding and generate a URL token for a given envelope you need to set the clientUserId property for your recipients.
When the clientUserId property is present and its value is not null no email is sent to the recipient (only the envelope complete email gets sent once signing is done, but that is configurable). Basically the only thing you have to remember with embedding is that you set the clientUserId property for your recipients at the time they are added to the envelope, then when you are request a URL token you need to reference the same email, name, and clientUserId combination.
You're two best resources on this are the Embedding API Walkthroughs (see the bottom 3):
http://iodocs.docusign.com/APIWalkthroughs
And the DocuSign Dev Center page on Embedding functionality:
Features -> Embedding