Resend DocuSign Emails - docusignapi

Question

Is there an API endpoint which allows me to retrigger emails to recipients? Sometimes users may not get or lose the DocuSign emails which contain their signing link. I'd like to be able to send those emails again on demand.

Answer 1

You can use the "modify recipient(s)" request to trigger a re-send of the email notification to specific recipient(s).
PUT /accounts/{accountId}/envelopes/{envelopeId}/recipients?resend_envelope=true
Be sure to include the querystring parameter/value resend_envelope=true in the URL (as shown above).
For example, if a GET Recipients response shows that an Envelope contains the following recipients:
{
"signers": [
{
"name": "Jane Doe",
"email": "janesemail#outlook.com",
"recipientId": "3",
"recipientIdGuid": "13e30b8d-3dd6-48e8-ad12-15237611a463",
"requireIdLookup": "false",
"userId": "2c9e06eb-f2c5-4bef-957a-5a3dbd6edd25",
"routingOrder": "1",
"status": "sent"
},
{
"name": "John Doe",
"email": "johnsemail#outlook.com",
"recipientId": "1",
"recipientIdGuid": "c2273f0f-1430-484a-886c-45ce2fb5e8a8",
"requireIdLookup": "false",
"userId": "03c8a856-c0ae-41bf-943d-ac6e92db66a8",
"routingOrder": "1",
"note": "",
"roleName": "Signer1",
"status": "sent",
"templateLocked": "false",
"templateRequired": "false"
}
],
"agents": [],
"editors": [],
"intermediaries": [],
"carbonCopies": [],
"certifiedDeliveries": [],
"inPersonSigners": [],
"recipientCount": "2",
"currentRoutingOrder": "1"
}
Then, I could trigger a re-send of the Signing Invitation Email to the incomplete recipient ("Jane Doe") by using the following request:
PUT https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{{envelopeId}}/recipients?resend_envelope=true
{
"signers": [
{
"recipientId": "3",
"name": "Jane Doe",
"email": "janesemail#outlook.com"
}
]
}
Notice that I'm sending the same (original) values for name and email -- so it's not going to actually modify the recipient -- it'll just re-send the email to Jane, since I included ?resend_envelope=true in the URL.
API Documentation
If you want to re-send the email notification to all pending recipients (i.e., anyone who's next in the routing order and hasn't yet completed the envelope), you can do so with the following request:
PUT https://demo.docusign.net/restapi/v2/accounts/<accountID>/envelopes/<envelopeID>?resend_envelope=true
{}

Answer 2

You can use docusign's latest API using nuget package manager "DocuSign.eSign.Api".
I did it using C#:
//Very first prepare Recepients:
Recipients recpnts = new Recipients
{
//CurrentRoutingOrder = "1", // Optional.
Signers = new List<Signer>()
{
new Signer
{
RecipientId = "1",
RoleName = "Prospect",
Email = "ert#gmail.com",
Name = "Shyam",
},
}
};
// Call Envelopes API class which has UpdateRecepient Method
EnvelopesApi epi = new EnvelopesApi();
var envelopeId ="62501f05-4669-4452-ba14-c837a7696e04";
var accountId = GetAccountId();
// The following Line is responsible for Resend Envelopes.
RecipientsUpdateSummary recSummary = epi.UpdateRecipients(accountId, envelopeId , recpnts);
// Get Status or Error Details.
var summary = recSummary.RecipientUpdateResults.ToList();
var errors = summary.Select(rs => rs.ErrorDetails).ToList();
// Method to get your Docusign Account Details and Authorize it.
private static string GetAccountId()
{
string username = "Account Email Address";
string password = "Account Password;
string integratorKey = "Your Account Integrator Key";
// your account Integrator Key (found on Preferences -> API page)
ApiClient apiClient = new ApiClient("https://demo.docusign.net/restapi");
Configuration.Default.ApiClient = apiClient;
// configure 'X-DocuSign-Authentication' header
string authHeader = "{\"Username\":\"" + username + "\", \"Password\":\"" + password + "\", \"IntegratorKey\":\"" + integratorKey + "\"}";
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
// we will retrieve this from the login API call
string accountId = null;
/////////////////////////////////////////////////////////////////
// STEP 1: LOGIN API
/////////////////////////////////////////////////////////////////
// login call is available in the authentication api
AuthenticationApi authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
accountId = loginInfo.LoginAccounts[0].AccountId;
return accountId;
}

Answer 3

I'm not sure if a separate api call exists just to resend the envelope (notification), however you might be able to get away with it by using the Modify or Correct and Resend Recipient Info api call.
That call is normally used to correct information about your recipients- for instance, if you created an envelope with an incorrect email address or perhaps have the wrong name for someone you could use this call to modify the email address and resend the envelope. And when you make the call there is an optional query parameter called
?resend_envelope={true or false}
Try making this call but instead of altering any recipient information, simple append the URL parameter and that might resend the envelope.
Documentation

Answer 4

I know this is extremely old but I wanted to post how I did it using the latest SDK (DocuSign.eSign.dll 5.12.0).
var account = ...;
var accessToken = ...;
var apiClient = new ApiClient($"{account.BasePath}/restapi");
apiClient.Configuration.DefaultHeader.Add("Authorization", $"Bearer {accessToken}");
var envelopesApi = new EnvelopesApi(apiClient);
var envelope = new Envelope
{
EnvelopeId = envelopeId
};
await envelopesApi.UpdateAsync(account.Id, envelopeId, envelope, new EnvelopesApi.UpdateOptions { resendEnvelope = "true" });

Answer 5

Here it is for SOAP without changing the recipients info:
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns="http://www.docusign.net/API/3.0">
<soapenv:Header>
<wsse:Security soapenv:mustUnderstand="1" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd">
<wsse:UsernameToken wsu:Id="UsernameToken-1" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd">
<wsse:Username>[integratorKey]UserName</wsse:Username>
<wsse:Password Type="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-username-token-profile-1.0#PasswordText">password</wsse:Password>
</wsse:UsernameToken>
</wsse:Security>
</soapenv:Header>
<soapenv:Body>
<ns:CorrectAndResendEnvelope>
<ns:Correction>
<ns:EnvelopeID>1234</ns:EnvelopeID>
<ns:RecipientCorrections>
<ns:RecipientCorrection>
<ns:PreviousUserName>userName</ns:PreviousUserName>
<ns:PreviousEmail>user#email.com</ns:PreviousEmail>
<ns:PreviousRoutingOrder>1</ns:PreviousRoutingOrder>
<ns:Resend>true</ns:Resend>
</ns:RecipientCorrection>
</ns:RecipientCorrections>
</ns:Correction>
</ns:CorrectAndResendEnvelope>
</soapenv:Body>
</soapenv:Envelope>

Answer 6

To replicate the behavior of the "Resend" button in the UI
pick the next person in the order, and send them an email of what to do
you can use API Explorer to just filling out the account ID, envelope ID, and Oauth Token, then setting resend-envelope to true
Like this curl:
curl --request PUT \
--url 'https://demo.docusign.net/restapi/v2/accounts/{accountId}/envelopes/{envelopeId}?resend_envelope=true' \
--header 'accept: application/json' \
--header 'accept-encoding: gzip,deflate,sdch' \
--header 'accept-language: en-US,en;q=0.8,fa;q=0.6,sv;q=0.4' \
--header 'authorization: {bearerToken}' \
--header 'cache-control: no-cache' \
--header 'content-type: application/json' \
--data '{}'
note: this in the body is required, or it will 400 you
{}

Answer 7

These days, if you're having problems with signers not noticing the DocuSign signing request email in their overloaded in-boxes, I recommend send the message via email + SMS.
Here's a live API Request Builder example that sends via email and SMS.
You can also send SMS only if you wish. Live example