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.
Related
I am trying to integrate Docusign API into my web application. I tried using Envelope Views where I am redirected to either login page or the signing page. But I would like to redirect to Add Recipients page from within my web application where the user can add the recipients, prepare the document and send it to the signer. Is there any method as such exposed from Docusign API?
Re: But I would like to redirect to Add Recipients page from within my web application where the user can add the recipients, prepare the document and send it to the signer.
Is there any method as such exposed from DocuSign API?
Yes, the EnvelopeViews::createSender view enables your application to open the Sender's view of the envelope on the DocuSign web site. The user can then add recipients, tabs, etc.
Here is a code example that shows you how this works. You can download and run the code example in many languages.
Information Security Notice
This method, EnvelopeViews::createSender, provides full access to the sender's user account. When you use this view, the sender has full access to the user account. If the sender user account has administrative privileges, then this method also provides administrator access.
If your use case needs to enable a sender to update a draft envelope before it is sent, then either:
Configure each sender to have their own individual user account to use this API method.
Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients and other envelope settings as needed.
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.
We are planning to add docusign to our salesforce instance. we are currently analyzing to have a button on the detail page of Opportunity or any object on click of the button, selection of the template and recipient takes place automatically from the code and send the document. we don't want any middle page where user manually select the template and recipient. please let me know how can we achieve this in docusign app exchange.
this can be done by creating a Custom Button that provides such parameters to DocuSign. Specifically, you can specify signer information, a list of templates to use, and tell DocuSign that it should send the envelope without showing that editing page.
This section of the DocuSign for Salesforce Administrator Guide has all the details: https://www.docusign.com/support/salesforce/documentation/dfs-admin-guide/admin-guide/custom-buttons
The parameters you can look for are DST for DocuSign templates; CCRM, CCTM, and CRL for specifying recipients; and OCO for setting one-click options:
{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")}
var DST='FBB2E4E8-A1B6-40C5-8B00-2AB31512DF04';
var CRL='Email~dfssigner#mailinator.com;LastName~Test Signer';
var OCO='Send';
window.location.href = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&DST="+DST+"&CRL="+CRL+"&OCO="+OCO;
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.