I'm using the REST API and I've been creating enveloped manually through code. I prefer that my site retrieve the docusign console links for the recipients so I disabled the emails in the sandbox (preferences->Features) by checking "Suppress Emails to Embedded Signers".
It worked. I switched to building the envelope from a template and now the email notifications are going to the recipients from docusign. There seems to be some stuff in the template part of the API to change subject, body, etc of the emails, but nothing to Suppress them". Is there any way to supress the recipient notificaiton email?
It sounds like you are not adding the clientUserID information when creating these envelopes via template. If you do not specify clientUserID, it will result in a remote signing envelope for that recipient, which will generate emails. If you add the CUID, then it will honor the suppress emails to embedded signers setting.
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.
We have this feature below, checked for our account.
"Attach documents to completed envelope email"
I also came across your post that mentions:
"Embedded/Captive recipients won't receive any emails from DocuSign by default".
Do we need to contact Support to enable this feature on our account? As we need our signers to receive a copy of signed documents via email.
Thanks in advance.
You will want the following settings (Below). If you cannot set these via self services under Preferences -> Features, then yes contact DocuSign support.
Attach documents to completed envelope email - checked
Suppress Emails to Embedded Signers - checked
Use Envelope Complete Email for (non-suppressed) Embedded Signers - checked
I am using templates in DocuSign and want to be able to send custom email bodies not only when creating the envelope but also also for the completion emails.
Is there a way to change the body of emails sent from DocuSign for both signing and completion emails?
Yes, there are over 35 different email templates/events that you can customize: https://www.docusign.com/supportdocs/cdse-admin-guide/Content/account-admin/branding.htm.
However, you only have one opportunity to provide dynamic/custom content when generating the envelope, that is the emailBlurb property. You can re-use that emailBlurb in the various email templates.
You can provide a different message/blurb to different recipients, but you have to do that before you send your envelope (status change from "draft" to "sent"). You can correct an envelope that was not yet sent to a specific recipient but you cannot update an email after it was already sent...
i Am Using Docu Sign demo Sample. with help of Demo Sample i am Creating an Application and Trying to Send Email to my Recipient but my recipient is not receiving any mail. i checked email credential and firewall all are okay.
But i am getting Success status by .
EnvelopeStatus status = client.CreateAndSendEnvelope(envelope);
// If we succeeded, go to the status
if (status.SentSpecified)
{
AddEnvelopeID(status.EnvelopeID);
Response.Redirect("GetStatusAndDocs.aspx", false);
}
Status.SentSpecified is true all time.
i dont know where is the Problem?
Thanks in Advance to Assist me.
Normally when DocuSign recipients are not receiving emails it's because one (or more) of the following reasons:
The email notification is not enabled for the action in question (usually signature request).
Security or spam software is catching/filtering the email before it reaches the recipient.
You are setting the recipient as an embedded recipient.
An invalid or incorrect email address has been provided in the request.
Possible resolutions for each
Check email notification preferences by logging into the DocuSign Console and going to Preferences -> Manage Email Notifications.
Check your security software settings, firewalls, spam/junk mail filtering, inspect logs, etc.
Embedded recipients by default do not receive an email (since they are immediately signing). Making a recipient Embedded means setting the clientUserId property for them. To NOT make them an embedded recipient do NOT set the clientUserId property (don't include it in the request at all)
Ensure the intended email addresses are being set.
Something else that might help debug these types of issues - you can always request the problematic envelope through an API call and inspect it. If using the DocuSign SOAP API you can do this through the RequestEnvelope() call, if using REST look to do a GET call on the /accounts/{accountId}/envelopes/{envelopeId} URI
I would like to add to what #Ergin mentioned that there are Features to enable sending of emails to Embedded receipients.
You should look for these two somewhat confusingly named features:
Suppress Emails to Embedded Signers (checked by default)
Use Envelope Complete Email for (non-suppressed) Embedded Signers
The fix for me was to uncheck the first one and check the second one. This page has a more thorough description:
Suppress Email to Embedded Signers (Check box) – When selected an email completion notice is not sent to embedded signers when envelope signing is completed. This option is only used with the embedded signing function of the DocuSign API and cannot be selected if the Use Envelope Complete Email for (non-suppressed) Embedded Signers option is selected.
Use Envelope Complete Email for (non-suppressed) Embedded Signers (Check box) - When selected an email completion notice is sent to embedded signers when envelope signing is completed. This option is only used with the embedded signing function of the DocuSign API.
As a note you will need to modify this under the DocuSign Admin portal's "Signing Settings".
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.