I have an easy one, never had to do it before
I'm on the invoice, I click on the + and I click on email.
The recipient email is the customer, fine.
But I have a case where I need to hardcode the email.
I created a workflow and assign the email to the hardcoded address.
It's not working and I'm not surprised.
I want to update the email recipient field in the "popup" screen
I'm sure it's easy for all of you but it would help me
Mark
The logic needs to be deployed to the message record instead of the invoice record. I am not sure if the message record is exposed to workflows, but it is exposed to user event scripts. A user event script deployed on the message record will execute on every message, so the script logic needs to check the passed parameters to determine if the email was opened from an invoice. The easiest way to change the recipient email address is to use a redirect with the desired parameters.
Related
I am using stripe for my app subscription needs. I have some webhooks which are called when an invoice is paid, failed etc now this webhooks send the customer_email and i use that to do some other tasks. Now the problem is that a user is able to change the email on checkout_session
I don't want the user to be able to change this. I tried disabling the option from the customer-portal dashboard on stripe but that didn't work either.
Changing this email calls the webhook with wrong email resulting in lost subscription etc. I can't seem to find the option to disable this.
Currently you cannot disable changing the email address in the Checkout Session. You would probably want to use the customer's id as the unique reference (instead of relying on the customer's email).
Disabling the ability to update their email address as shown in the second screenshot, only disables that function in the customer portal.
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.
Here is what I did:
Created a Template in my Demo Account with three tabs. 3 default (Full name, Last name and Email) and 1 custom (BillingAddress)
Use the API to send this new template to a particular name and email address. (Using API Explorer and by going to "Request a Signature") and pass parameters for only one tab (Email).
The document goes for signature but the tab is not visible on the document.
Can someone guess what is going wrong? I have attached a partial screenshot of the API Explorer page as well.
Thanks
Rohit
Seems like perhaps you're misunderstanding how the Email tab works.
If you've placed an Email tab in the Template itself (i.e., when creating the Template using the DocuSign web console), then DocuSign will automatically put the Email Address of the recipient (who 'owns' that tab) in that location when the Envelope is created -- you don't ever need to supply a value for an Email tab (because its value is automatically set to the recipient's Email address when the Envelope is created).
On the other hand, if you're trying to add another (additional) value to the Envelope's document(s) -- that contains an email address you specify in the "Create Envelope" API request (i.e., not necessarily the Email Address that corresponds to the recipient who owns that tab) -- then you don't want to use an Email tab, you should use a Text tab instead. By using a Text tab, you get the ability to explicity set its value in the "Create Envelope" API request. When you create the text tab, be sure to populate (at a minimum) the fields I show populated here:
I have looked at several PDF uploaded on docusign website but didn't get success at all. My problem is I want to create a generic email template in my docusign account but want to update its uncommon(client specific) content dynamically using the Docusign Web-service API.
For example: Client Name, Client Address, Phone Number, Mobile number, Payment Amount, and Payment Last date are some fields whose values varies based on client whereas other content of the email is common for all, Hence I want to understand that is there any way so that I can set the values for this fields in WS call and docusign will use that common email template and replace the customized fields on the fly for every client.
We Will make one WS call for one client at a time. Please help it is quite crucial for us.
Currently we are creating email content to our side and set into the EmailBlur but want to do it more customized so in future we can make changes easily.
Quick response is highly appreciate!
Thanks in Advance !!
It's not possible to create/maintain an "email template" in DocuSign that contains placeholder variables for you to dynamically inject client-specific values into the email for each Envelope as part of the Create Envelope request.
To acheive your scenario, you'll need to create/maintain the email template contents within your application, and have your application dynamically generate the email contents for each Envelope. Then you can simply set the Envelope's emailBlurb property (in the Create Envelope request) to the contents (i.e., full email body) that your application generated.
It is Account related setting which needs to be enable by docusign, In my case I have contacted them and they made some changes after which the emailblurb method start supporting HTML.
I'm trying to dynamically populate a non-signer CC role upon creating an envelope from a template using the REST API. Is this possible? Currently, when I add the "receive a copy" recipient role to a template and then set the email for that roleName in the code and send the document off for signing, it automatically "completes" the document which seems like a bug or it may be that I'm doing something that isn't supported? Can anyone help?
Thanks,
Janea
Ergin was correct. Using the API call to add the CC role as the envelope is created from the template works as expected. It did not seem to work initially but, not sure why.
Carbon copy recipients are unique in that that is the only recipient type that does not take any actions on the envelope. They simply receive a copy of the envelope when it's their turn in the routing order, they never see the "tagging" workflow (unless they are added as another signing recipient on the envelope at the same or a different routing order).
When you have a CC recipient and it is their turn in the routing order, nothing happens except that they receive the notification email. If they have the highest routing order out of all recipients (i.e. if they are the last recipient) then the envelope status will already be completed by the time it reaches them and it won't change status and will remain as complete.
Are there other recipients? If there's only a single recipient and they are marked as "receive a copy" or "CarbonCopy", and not marked as a "Signer" type, it will probably see the envelope as complete.