I've seen that html in emails can be a bit problematic because because the suport is not great, if I need to send emails for account confirmations, password changes etc, I need to be sure that the recipient sees the email correctly, are there any tags that are supported by the most email providers ?
Can I reliably use anchor tags, and style them inline, should I just send users emails with the confirmation link and tell them to copy paste it?
you can check it by copy-paste your web view in to different email service provider. Steps:
Open your email HTML in any browser.
press 'CTRL+A' and 'CTRL+C' or right click and copy option
Go to any Email service provider then got to COMPOSE
Paste your code.
It will give you view how it will see in email service provider. Do it with every email service provider.
Hope this will help :)
Related
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.
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.
We are implementing the DocuSign in our application. While signing the envelope in In-Person mode there is an window (popup) to send a copy of the document in an email.
We have entered the email but no email received. Checked settings in the DocuSign portal account but not able to find any setting for this.
Please let us know how to enable the save a copy email in DocuSign.
I would check settings on your side if you are not receiving the emails. Things like security software, spam/junk mail filters, firewalls, etc. that might stop the email from arriving. DocuSign is a widely used platform, if the emails weren't going out it would be publicly known very quickly, and I just tested this myself and I'm getting the emails. I might suggest you call their support department...
Is there a way to open the GMail mail editor populated with some data (subject, part of the body, recipients) from a script ? A script that is activated by a button or a menu item in the GMail UI.
I need this to:
automate some manual task
and to mimic email templates
I do not want to send the email from the script, I want the user to complete and review the email before sending.
Thanks !
Would it be okay if a user has to click a link?
http://www.askdavetaylor.com/can_i_have_a_mailto_link_specify_a_subject_and_body.html
This works for me, but I have Gmail handling mailto: links.
An alternate implementation would be to display a UI to the user showing the email preview, asking for a confirmation, then, upon confirmation, to send the email on behalf of the user. The drawback to this approach is that if the user needs to edit the email before sending, you will need to provide a UI with edit capabilities.
Another approach would be to create a draft email using Apps Script that the user can find in the UI, edit, and send.
I want to login in gmail account automatically. Then want to create a mail through contents of a text file. Then select Email addresses from Database one by one and send mail through GMail account and everything should be absolutely automatic.
I mean. I have a list of thousands of emails and I want to send all of them a personalized mail through GMail account. But I don't want to create 500 mails per day manually. I want to do this thing automatically. So I think, I should create a system which have following Algorithm.
1 Automatically login to GMail account.
2 Automatically compose a new mail.
3 Automatically select an email address from my database.
4 Automatically Paste content in composing mail.
5 Automatically click on the send button to send the mail
6 Again automatically follow steps 2 to 6 until all emails are not sent.
I can do all these things if I can control the Web Browser because without controlling the browser, I can't do all these things. I want to know, How can I achieve this and through which language?
Automated testing tools can do the trick. Try WatIn. WebLoad could also work. You can automate access to a site and the clicks with it. You should be able to leverage that to send out your emails.