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.
Related
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.
I've successfully created DocuSign envelopes with a single button click from Salesforce through REST API by auto-populating documents, recipients and Document Visibility settings through this API call.
In order to achieve this, Document Visibility settings has been set to "Must sign to view unless Sender". Hence this section can be edited by any sender. The Document Visibility section in the Draft envelope should be locked/hidden for specific senders.
Is there any feature available to achieve this in New DocuSign Experience? Can this done through Apex REST API?
Any suggestions please?
No you cannot disable Document Visibility for the sender of an envelope. Since you are using API integration, you can send an envelope using API credentials and add the requestor of an envelope (logically a sender) as first recipient in the routing order as CC recipient. This way requestor can monitor the envelope but will not do any activity on an envelope including Document Visibility.
I am using the DocuSign API in an embedded manner. I create an envelope and add signers, the first signer always being set as embedded. This allows me to retrieve a URL that is then embedded in an iframe.
However, I also wish, to trigger an email (as soon as the envelope has been created, NOT upon completion) that gets sent to the primary recipient/signer as if they were a nonembedded signer.
I tried adding the signer twice, with the same role, to the recipients, but that didn't work. No email was sent.
Is there a way to accomplish this?
I believe there is a setting to enable this but that it needs to be enabled by someone on DocuSign's side, like your account manager. If you do not have an account manager yet please respond to the auto-generated emails that were sent out to you once you created your account, you should have 3 of them.
The account settings available are only for Completion emails. However, the REST API also supports an embeddedRecipientStartURL parameter on the signer object that triggers a normal DocuSign email. The value of this parameter is the URL that should be included in the email. This means you can link back to your own application and request the recipient view as normal.
Check here for more detail: Signer embeddedRecipientStartURL. Note: if you set this to a value of "SIGN_AT_DOCUSIGN" then DocuSign will provide its own URL and take care of signing. The trade-off is that you won't be able to initiate any bespoke authentication you are doing in your own application.
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.