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
Related
I'm trying to do Embedded Signing and I want to send the email to the Signers myself instead of having DocuSign send it.
I've found this post:
Docusign email notification for embedded signing case
That describes two parameters. I have not been able to find the second one (Use Envelope Complete Email for (non-suppressed) Embedded Signers) in my testing account.
Is this option no longer available? Is there any other way to achieve the same result?
For embedded signers DocuSign will never send an email letting the signer know they have a document awaiting signature. The two emails that are sent can either be Signature Notification and/or Completion email. Signature Notification is sent to the signer immediately after signing, while Completion emails are sent all at once only at the end when the last signer completes the envelope.
The options are both still available in the classic UI under Preferences --> Features.
Update
If you are using the New DocuSign Experience then follow the instructions here
See the Document delivery section.
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.
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".
We would like to prevent our Sales Rep(secondary signers) from receiving the completed/signed email with the signed documents as attachments. Only our external customers should be receiving the email.
Wondering if this is possible through the API or within the admin console setting.
We are using SOAP API by the way.
Thanks in advance.
It's not possible to exclude specific (remote) recipients from receiving the "envelope completed" email from DocuSign. ("Embedded/Captive" recipients won't receive any emails from DocuSign by default -- but this isn't the scenario you're asking about.)
Additionally, whether or not the "envelope completed" email from DocuSign contains the signed/completed documents as attachments is controlled via an account-level setting (located in Preferences >> Features within the DocuSign web console):
Since this is an account-level setting, it's not possible to control this behavior (i.e., whether or documents are attached to the "envelope completed" email) on a per-envelope basis, let alone on a per-recipient basis for a specific envelope -- it's either enabled or disabled for the entire account (at any given point in time).
Keep in mind that even if you disable this setting at the Account-level (so that documents are never attached to "envelope completed" emails), all recipients will still be able to access the completed documents via the link in the "envelope completed" email (which displays the completed documents in the DocuSign web console), in addition to being given the opportunity to print and/or save the documents during their signing session. So, it's not like you're preventing a recipient's access to completed documents merely by not having the documents attached to the 'envelope completed' email.
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.