I'm trying to test sending a SMS to the user when they need to sign the document. When do a GET of all envelope recipients i can see the SMS number there but the user never receives the SMS when it's time to sign. I'm using the dev sandbox to test this. Is this only available in production as a paid feature?
Thanks
I've used Phone and KBA in DEMO, it doesn't charge. You may have to check with DocuSign to enable it. You should be able to check by going into the Console --> Send tab --> add a recipient. Pull down the identity tab and see if you have it listed.
You have requireIdLookup=false in your example. That should be true, and you also need to set IDCheckConfigurationName to the right value.
recipient.RequireIDLookup = true;
recipient.IDCheckConfigurationName = "SMS Auth $";
Related
I have researched enough and went through the API and could not find what is the right object to set to not to let users download / print documents once they finish signing. All the documents are submitted using envelopeAPI and controlling all the eventNotifications via api.
Would like to control the following also via API.
Not to send completed email to the recipient.
Once the document is signed, the recipient receives an email as shown below.
What is tried so far -- Tried to change the Email preference for Api user and User and did not see
any difference in notification.
Disable download and print option for the recipient.
when the recipients finish signing they are redirected to a page as shown below.
If possible I would the recipients not be redirected to this. If not at least disable download/print
option.
As a matter of law in most jurisdictions, people who sign using an electronic signature must have the ability to view/download/print the signed document.
That said, you can use an embedded signing ceremony. In that case, you control the emails.
When using Docusign's identityVerification option in the api and sending a user to docusign to first verify their identity with a license / passport and then sign a document...
Is there a way to pass the users phone number through to the above page to pre fill the mobile number so that they don't have to enter it in? This is the page where docusign sends and SMS with a link to the mobile number for the user to photograph their license.
Docusign Mobile Number Screen
Thanks Jahax, it's just so happens that I published a blog post on this topic today, you can find it here - https://www.docusign.com/blog/dsdev-implementing-docusign-recipient-authentication/
However, I'm afraid when it comes to IDV, all the personal information (including phone number) has to be provided directly by the recipient after they click the link sent to them from DocuSign.
If you were using SMS verification (or phone call verification) you could specify the phone number to use yourself, but IDV works differently and at present time - this is not possible.
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.
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.