I uploaded a file DocuSign_EmailResources.xml to override the Master file and I do not my the changes. The documentation says that 'The ability to use the resource file option is not
normally enabled for an account; contact your Account Manager or DocuSign Support for more
information about enabling this option in your account'.
Before we update our production, we would like test on our demo account using SOAP API. I just want to add a link to the Email text. When I try this through the API, the link is disabled in the email as it is being formatted by the server side program.
Is there any setting that I am missing.
Thanks in advance.
If you can see (and access) the Resources tab when Editing a Brand Profile in the DocuSign web console, then this should mean that "the ability to use the resource file..." is indeed already enabled for your account.
The Email Resource file is quite lengthy, and is divided into various sections -- each section being the email template that's used for a specific type of email that DocuSign sends. So, for example, if you wanted to modify the contents of the "signing invitation" email that DocuSign sends to a recipient when it's their turn to sign, you'd modify contents within the Envelope Activation section of the Email Resource File. Changes applied to other sections of the resource file would not impact/affect the signing invitation email. If you haven't already done so, I'd suggest that you review the Email Resource File Guide (http://www.docusign.com/sites/default/files/DocuSign%20System%20Default%20Email%20Formats.pdf) to ensure that you've modified the correct section of the resource file for the type of email that you intend to effect.
Also, keep in mind that each Email Resource File applies to a specific (single) Brand. So, if you have multiple Brands within your account, make sure that you're modifying the Email Resource File for the Brand that's used for the Envelopes where you expect/want customized email content.
Related
I have managed to get the modern Home Realm Discovery (HRD) policy working with our directory and several federated IdPs. However, there is a loophole that I would like to be able to close. If a non-federated domain email is used, the user is then forwarded on to Local Account login with username (i.e., email) and password, but the email value can still be changed, including to one using a federated domain. Also, the Forgot Password dialog does not seem to pre-populate the email address so it can, again, be changed to any email address. Finally, even after verifying the email, there is the "Change Email" option.
I would like to be able to either
Lock in the entered email after HRD "failure" until the user
completes or cancels the login,
Detect any changes to an email address in a known federated customer domain and send them back into the federated flow or...
Detect such changes and just error out.
Any ideas how to make this work? I did a little experimenting with the readOnlyEmail examples I saw but either something complained that it did not exist (like ParseDomain) or it was still rendered as a mutable field rather than read-only.
-GBS
• Yes, you can prevent the email id to change even after verification of email in ‘home realm discovery’ step by hiding the email from change or making it grey after entering it for verification email step. You can do this by adding the CSS entry below to your HRD enabled HTML page by customizing your HTML page template.
‘ <style type="text/css">
.changeClaims
{
visibility: hidden;
}
</style> ‘
To customize your HRD enabled sign in and sign-up HTML page with the above entry, please refer to the documentation link below for detailed information. From the below link, download the default HTML page and modify it with the above entry in appropriate location, then save it in your repository from where you access the HTML files and modify the custom policy accordingly, i.e., with the ‘api.signin or signup’ content definition building blocks and save it.
https://learn.microsoft.com/en-us/azure/active-directory-b2c/customize-ui-with-html?pivots=b2c-custom-policy
By following the steps in the above link, you will be able to customize your HRD enabled sign in and sign-up page with also greying out the change email option. Also, to complete the prerequisites for it and referring the options regarding changing the email option, please refer the below link: -
https://learn.microsoft.com/en-us/azure/active-directory-b2c/add-password-reset-policy?pivots=b2c-custom-policy#hide-the-change-email-button
Is there any way to change DocuSign InPerson Email Body programmatically?
Based on my above question I can't find an option to change "the In-Person Sender user name from the DocuSign In-Person Signing Session screen" using resource files. So kindly help me to Remove the Marked account name and add hostname instead.
The top "NextGen" is your name and the button "NEXTGEN" is the account name.
These can be changed by going to https://account-d.docusign.com/me/ (for developer accounts) or from the top-right menu select Manage Profile.
If you need different names for different envelopes, you would need to have multiple users/accounts. While you can change this programmatically, you have no way of knowing when they'll open your email.
We have Docusign set up to use a customer's file number as the access key when they receive an envelope and they use their email/this key to do the signing.
We want to modify the Docusign email resource file to reword the footer info because the access code in the footer is not what the customer needs to enter for their signing ceremony and this is causing confusion. Docusign mentioned to us that if we modify this email resource file and later decide that are changes are no longer needed, that we can never go back to the standard email resource file. I can't understand why we can't go back to the standard file, it doesn't make sense. Has this happened to anyone else?
Uploading a Branding Resource File only modifies parameters that are changed, so it's technically correct that you can "never go back" to the actual default by uploading additional resource files. You can upload a version of the default that has the impacted parameters slightly modified, and that will overwrite your more extreme changes.
The simplest way to reset a brand entirely is to delete the brand and recreate it. Alternatively, you can export the brand, modify the resulting file and upload it again.
Short version: Does the DocuSign API have the ability to send different templates from different user accounts?
Long version: We have a web form that gathers information - chooses the template id and pre-fills info into a form and then sends it along to signers. Right now our programmer coded a procedure that sends all templates out of one user account so all docs are listed in one account. We want to change that so different templates originate from different user accounts which can be easily determined at the template creation point.
Is this possible? If so, what is the API call or specs to make this happen? Is there anything on the account side that needs to change?
Yes there's a solution for this, but first let me clarify. You can only send from a template that's in your account.. you can not access templates from other accounts.
With that said, all of you have to do is copy or migrate the templates into the account that you want to send from. There's two general methods of doing this:
Manually download the templates from the first account then re-upload into the second account using the DocuSign website.
Programmatically download the templates from account A then create (or POST) the templates up into the second account.
Obviously you'll need valid user credentials from each account to be able to access the templates and upload, and I believe only users with Admin privileges can do this.
For #1 here's a guide that explains how to download/upload templates through the DocuSign UI: https://support.docusign.com/en/guides/ndse-user-guide-download-template
For #2 see the Templates: get call to retrieve a single template, see Templates: list to list all account templates, and see Templates: create to upload (or create) a new one in a given account.
I created a list and setup alerts that send to several individuals when a new item is added to the list. However, I have one additional requirement to have an alert email sent to a Public Folder in Exchange.
The folder is setup with an email address, VSrequest#domain.com, but when I try to add that address into the "Send Alerts To" field (when creating a new alert), SharePoint returns an error: "No Exact match was found."
I thought about setting up the alert in a custom workflow through SharePoint designer, but is there a way to easily reuse the existing Alert Email as a template for the body of the custom alert?
Any other ideas or pointers would be greatly appreciated!
You can't send an alert to a regular email address (or mailbox) because it isn't associated with a user/group. If it isn't associated with a user/group then it can't have permissions to any list or list items in SharePoint. Finally, if it doesn't have permissions then it can't receive an alert (or that would be a pretty big security hole).
Probably the easiest method is what you mention: using a custom SharePoint designer workflow. It isn't going to be 100% the same but you can just copy the HTML from a previous alert and then try to fill in the data as much as you can in the workflow. (see here for an article describing almost exactly what you want).
As you've seen you can't setup an alert against a random email address - it has to be against a user (who has an email address).
So one option would be to create a domain user for VSrequest#domain.com - ensure they are in SharePoints user list (Site Settings > Users and Groups > All Users) then you will be able to setup the alert for that user which will go to that email address.
Other options include workflow as Kit mentions, Event Receivers or 3rd party software.