I am trying to re-send the envelope to Recipient through docusign API, but user is never receiving the email
URI - https://na2.docusign.net/restapi/v2/accounts//envelopes//recipients
The post is successful, i get a success message but user never receives a email.
There is no correction required. Its a reminder email, i know in the account there is a setting to send the reminder, but i am using nintex "send docusign document" activity to send the email to the user initially. So the default docusign reminder is not working and i using the api to send reminder.Any help???
Use the "resend_envelope=true" query string parameter.
PUT
https://{{env}}.docusign.net/restapi/v2/accounts/{{accountId}}/envelopes/{{envelopeId}}/recipients?resend_envelope=true
Answer already provided here.
Related
I have two problems with Docusign, first, always it sent the envelope with the same account, no matter who is logged always is sending using the same account, i don't know why.
Second, i want to change the subject and message, i am using the example for apex toolkit and i am using the template, but always it show the same subject Documents for your DocuSign signature.
https://www.docusign.com/blog/dsdev-sending-template-apex-toolkit
To change the subject of a message you can use the withEmail method and edit the emailSubject property. See the API reference for more details: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelope.html
Do your salesforce users have the DocuSign Sender permission? I'm thinking that could be the reason that envelopes aren't being sent from their account.
I am creating an embedded signing experience within our web app, so have turned off the sending of emails by DocuSign. Our app will send any emails required itself.
The DocuSign envelope has a single recipient with an access code defined.
I use the createRecipient envelope view in order to get the DocuSign URL at which the recipient can sign the document.
When accessing this URL, the recipient is prompted to enter their access code. If instead of entering the access code, they click the I NEVER RECEIVED AN ACCESS CODE button, they get taken to the return URL with the event parameter set to XXX.
This is all working as I would expect.
However, if I then try to call the createRecipient function again for the envelope, I get an error response from the API:
{
"errorCode": "ACTIVATION_FAILED",
"message": "The token for a recipient that has failed activation cannot be generated."
}
If I login to the DocuSign site and look at the envelope, it shows an error message:
Authentication Failed: Resend to give recipient another chance to pass authentication, or correct to remove or change authentication details.
The envelope appears to be in a locked state.
I can click RESEND in the DocuSign site, or do a PUT request to the envelope via the API with ?resend_envelope=true and this results in the envelope "unlocking" and allows the call to the createRecipient envelope view to succeed.
However, this results in an email being sent by DocuSign to the user, which I don't want.
Can anyone advise how to unlock an envelope/recipient in an ACTIVATION_FAILED state without sending emails?
I tried the same flow and it works fine for me and I am not getting an email when clicking RESEND in the DocuSign site, or do a PUT request to the envelope via the API with ?resend_envelope=true. Please find the below steps which I took to replicate the issue:
Created an envelope with recipient with clientUserId as not null
Generated RecipientView Url using clientUserId
User was presented with AccessCode, then I clicked "Never
Received an Access Code"
Again tried to created RecipientView Url using clientUserId and
got ACTIVATION_FAILED error
Then I tried below call
PUT /restapi/v2/accounts/<accountId>/envelopes/<envelopeId>?resend_envelope=true
with blank body as
{
}
Instead of Put call, I even tried using Resend button from Webconsole and it also worked fine without triggering any email.
I did not receive any email
Now again tried to created RecipientView Url using clientUserId,
this time I could generate the URL and on opening that URL, I
could again get a screen to enter the Access Code
When I upload a document using the Docusign API on the Sandbox and then send the document I do not receive any emails.
I've also logged on to the sandbox and tried to sign the document but don't have the option - status seems to be waiting for others (even though the document is only sent to my email).
When I create the envelope through the web site and send, I do get the email.
This has only started to happen in the last day or two. Had been working fine for us.
Is there a problem with Sandbox?
The issue was that we were passing the ClientUserId property for the Signer in the API call when creating the envelope.
I wasn't aware but this actually stops the notification emails being sent.
You can check Docusign system status at
https://trust.docusign.com/en-us/system-status/
When I wasn't received emails in the develop environment, it was because I hadn't set:
{ "status": "sent" }
...in the envelope definition. This is the documented way of indicating that you would like this envelope to be sent rather than just "created", which sets it as a draft.
I want to send instant reminder to the recipients who have not signed the document yet through the DocuSign REST API.
Suppose I have sent an envelope to 3 recipients and one recipient have signed it. After some days I want to send instant reminder email to all other pending recipients or some of pending recipients.
I know there is API available to set reminders & expiration details.
Is there any REST API available so we can send reminder email to pending recipients when user want?
This should be possible via CORRECT API call. Please use the ?resend_envelope=true URL parameter as well. Info below.
REQUEST TYPE: PUT
REQUEST URL: https://demo.docusign.net/restapi/v2/accounts/<accountID>/envelopes/<envelopeID>?resend_envelope=true
REQUEST BODY: {}
API Documentation
Also see this Answer
I am using the embedded signing feature of DocuSign and I have integrated my application with DocuSign. I am using the SOBO functionality to create envelopes.
I am able to generate the URL and able to send it also. User also getting the envelope but when I login to my DocuSign account, I don't see the entries in sent items.
Please help me to understand what can be the issue here.If we leverage the SOBO functionality why can't we see the entries in Sent items?
If the signer is receiving the envelope, then you're sending it correctly.
In that case, if you're using SOBO, then the user that you're sending the envelope for should see it in her Sent items list, not in yours.
Eg, "System account 01" is an authorized SOBO user. It sends an envelope on behalf of Susan. Susan should see the envelope in her sent items list. And Susan should receive email notifications when the signer signs the documents, when the envelope is completed, etc.