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".
Related
We have a very straight-forward DocuSign integration where the users can add signers and send document for signing from our document management tool and the signer level updates are automatically fetched by tool and available to requester within our tool itself.
We recently ran into a rather unexpected situation with our DocuSign integration, wherein DocuSign updated/changed/resolved one of the signer's email address to a different email address. Thus, whenever we (tool) tried to fetch the updates corresponding to that signer, DocuSign kept returning null pointer exception (as the signer with that email no longer existed for the DocuSign).
On after retrieving the audit details for this envelope, we were able to understand the above issue. This was logged in DocuSign envelope history as "Recipient email resolved". On DocuSign Admin account, this entry is shown as below:
DocuSign Envelope History Screenshot
I have tried to dig into DocuSign documentation (product & API both) to know more about "Recipient email resolved" action but to no avail.
My queries are -
Has anyone run into similar situation in past?
What is the root cause/reason because of which DocuSign automatically resolves (changes) the email address of the recipient?
Is there a way to suppress this behavior? If not, is there a way to retrieve the status update against original email address instead of having to manually update the email in our tool?
Additional Information:
Our tool is built such that it allows the customers to configure their own DocuSign account
The email address rarely changes. This only happens on occasions where the signer has specifically provided DocuSign with their preferred email address and alternates. There's no option for you to suppress this behavior.
You can check the envelope to get the signer information later to see the change if you wish.
Hope this helps
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 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.
Create an envelope using Server Template and then get the return URL for Embedded signing and also send the Envelope to the recipient via email to sign the document. So that , User can sign the document either using Email Link (Remote) or Embedded link in Web. Please let me know there is any option to achieve this in DocuSign API ?
A solution is to specify both a clientUserId and an embeddedRecipientStartURL when creating a Recipient.
Specifying a clientUserId causes the recipient to be an "embedded" signer.
Specifying an embeddedRecipientStartURL causes the recipient to also receive an official DocuSign email inviting them to sign the documents.
The embeddedRecipientStartURL parameter is intended to be a URL that DocuSign can redirect the signer to within your app, and the idea is that you take care of any necessary authentication. However, rather than supply a URL to your own app, you can instead supply a magic value of "SIGN_AT_DOCUSIGN". In effect, this causes the recipient to be both embedded and receive an official "please sign" email from DocuSign."
A single recipient in an envelope workflow must be specified as EITHER a Remote recipient (so that DocuSign will send them an email when it's their turn in the routing order) OR an Embedded recipient (so that DocuSign will not send them an email) -- it's not possible to specify a recipient as both Remote and Embedded. However, in the scenario you describe, you might consider the following approach:
Specify the recipient as an Embedded recipient when you create the envelope.
Immediately after creating the envelope (or when it's that recipient's turn to view/sign the envelope), your application creates and sends an email to the recipient and includes a link to a page within your application (website) -- you can include querystring parameters on the link URL to contain recipient name and email address.
Develop the page in your application (the one that the email links to) such that it identifies the recipient (perhaps by reading the recipient name and email address from the querystring parameters in the URL), and then uses that information to make a "POST Recipient View" call to retrieve the URL from DocuSign that can be used to launch the recipient's signing session.
Using this approach, the recipient will still receive an email when it's their turn to sign -- but the email will be sent by your application -- and the link in the email will lead the recipient to your application where your application will then request (from DocuSign) and present (to the recipient/user) the URL to view/sign the envelope.
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.