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.
Related
is there a list of the field/value that can be used in the email resource file? The docusign-email-resource-file(v1.1).pdf references some of the fields but does not say how many fields exists or where to find a list. I'm trying to create a branding template that will show the other signer's names in the email based on the condition of which signer number it's sent to.
EG. if email is going to signer 1, the signer 2,3,4 names are displayed in the email.
if going to signer 2, signer 1,3,4 names are displayed.
Docusign doesn't seem to have any other documentation around the email resource file besides the pdf which is frustrating
Changing the resource files are not supported by regular DocuSign support policies. If you want to change them then you're on your own.
Re docs: read/search the resource files themselves to see the ever-changing list of options/strings that can be updated.
Notes: be very careful with your changes. Download the default file, and save it carefully so you can go back to it if needed. Recommended: use a change control system such as git so you can track exactly what you've changed for your testing and be able to reverse your changes as needed.
Your use case: showing signers who the other signers are
Rather than changing the branding file, I'd suggest using the API to programmatically set the email messages (the emailBlub field) to contain the information about the signers.
You could set the message to be the same for all the signers to include the names of all the signers. Or you can use signer-specific emailBlurb fields to tell just some of the signers who the other signers are.
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.
Can we customize the DocuSign response(Completed/Voided/Declined) Email Blurb(Content) at runtime on each envelope like Envelope Sending Email Blurb using c#?
It's not possible to customize the Email Blurb for DocuSign Completed/Voided/Declined emails at runtime on a per-envelope basis by using the API. However, it is possible to change the contents of the emails that DocuSign sends for various events (i.e., Completed/Voided/Declined) by customizing the "Email Resource File". This guide contains information about how that's done: https://support.docusign.com/en/guides/docusign-email-resource-file-v1-1.
As the guide shows, a different template within the Email Resource file defines the email content for each email event. For example, the Envelope Declined template within the Email Resource File (described on page 30 of the guide) defines the structure/contents of the email that DocuSign sends to recipients when an Envelope is declined.
Keep in mind that a Resource file is associated with a "Brand" -- so if you have multiple (different) scnearios that you want to customize emails for, you could create multiple Brands and customize the Email Resource file for each, and then specify the desired Brand with each envelope you send (which will set email content for that envelope). Doing things like this would give you somewhat "runtime" control over email contents.
Can we customize the Completion Email Subject as like Email Content using DocuSign Email Resource File? If not, Please let us know what option we can use to implement this?
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 imagine this is something simple and I'm just not looking in the right spot for it.
Is there a way to write a custom email blurb for the completed signing email notification the same way you can generate one for the request for signature notification within the embedded signing API code?
Currently my integration has the first signer embedded, then is emailed to two further recipients. All the requests for signatures have the custom HTML I've created in our application as the "emailBlurb" in the XML request body but I don't see any options to set the message for the completed signing one as well.
Sorry if this is something easy in a FAQ or guide somewhere and I just missed it.
Thanks.
A majority of the Email notifications that DocuSign sends can be customized via modification of the "Email Resource File" (an XML file that contains text strings used in the emails that DocuSign sends). You can access Resource Files via the DocuSign web console (when logged in as an Administrator) by going to Preferences >> Branding >> [Edit Brand] (link) >> Resources (tab).
This guide provides all the information you should need to customize the Resource File:
Note that an Email Resource file applies to a specific "Brand" -- i.e.,all envelopes that use a specific Brand will derive their content from the Email Resource file that's associated with that Brand. It's not currently possible to specify email contents (other than the EmailBlurb in the signing invitation email) via the API. But, depending on the nature of your email customization requirements, you could always create multiple Brands via the DocuSign web console, customize the Email Resource file differently for each Brand, and then set BrandId in each "Create Envelope" API call to affiliate the correct Brand (and therefore email contents) with each envelope.