I imagine this is something simple and I'm just not looking in the right spot for it.
Is there a way to write a custom email blurb for the completed signing email notification the same way you can generate one for the request for signature notification within the embedded signing API code?
Currently my integration has the first signer embedded, then is emailed to two further recipients. All the requests for signatures have the custom HTML I've created in our application as the "emailBlurb" in the XML request body but I don't see any options to set the message for the completed signing one as well.
Sorry if this is something easy in a FAQ or guide somewhere and I just missed it.
Thanks.
A majority of the Email notifications that DocuSign sends can be customized via modification of the "Email Resource File" (an XML file that contains text strings used in the emails that DocuSign sends). You can access Resource Files via the DocuSign web console (when logged in as an Administrator) by going to Preferences >> Branding >> [Edit Brand] (link) >> Resources (tab).
This guide provides all the information you should need to customize the Resource File:
Note that an Email Resource file applies to a specific "Brand" -- i.e.,all envelopes that use a specific Brand will derive their content from the Email Resource file that's associated with that Brand. It's not currently possible to specify email contents (other than the EmailBlurb in the signing invitation email) via the API. But, depending on the nature of your email customization requirements, you could always create multiple Brands via the DocuSign web console, customize the Email Resource file differently for each Brand, and then set BrandId in each "Create Envelope" API call to affiliate the correct Brand (and therefore email contents) with each envelope.
Related
I created a template and to use that I upload a excel with list of user's name and email. Then docusign send the email to recipients and signature is captured.
I want to automate part of it. Have a link in application that should fetch the document to sign [ parameter for templates - logged in user's name and email ] and then display the document for user to sign. How this can be achieved in java web application... we are using Oracle ADF for application.
This Code Example Launcher should help.
If you are looking to have your end-users sign via email, you can
(1) Utilize Bulk Send functionality to send a DocuSign template to a list of different users. See this guide
If, however, you are hoping to embed Docusign in your app, I would suggest you investigate
(2) Building embedded signing with a template. Specifically, Check out example #13.
I have a web application integrated with DocuSign API, to pass in recipient details to a DocuSign template and initiate signing process. The template has tags for each recipient to enter relevant information and sign.
Once the document is completed/signed by all recipients, the information available in the document needs to be passed on to another web application bound to a DB. What are the options available in DocuSign to trigger document data(e.g. recipient1 signed date) transferred to a DB/other systems on document completion? Any advice on this is appreciated.
You probably need to provide more specific information but generally, you can use DocuSign Connect and configure your API source to integrate the data. After that, you will be able to use webhooks (or Connect) to send tabs data and signing statuses to your 'other systems'.
Once you get your Connect figured out, you can then have GET request using this
{{baseUrl}}/envelopes/{{envelopeId}}/recipients?include_tabs=true
and then have a wrapper class to export desired tabs (ex. Date Signed or other Text Tabs)
OR you can configure a webhook to sync your data between DocuSign and other systems:
Code Example: Using a Webhook to Track Envelope Status
We use the rest API (https://demo.docusign.net/restapi) for sending envelopes. When a signer declines the envelope, the sender receives an email containing a default subject ('Declined: '). We would like to change the email subject to a custom text (only when declined).
I found some directions on https://support.docusign.com/en/answers/00086200 which states we could change the EnvelopeDeclined_Subject in the EmailResource,
but we would prefer to provide the subject via the API instead.
Is this possible? And if so, how?
No, you cannot change Subject via API just for Decline email notification. If you want hard coded Decline Message for all your envelopes then you can modify Email Resource File. Since Decline is one of the terminal state and once envelope reaches a terminal state then you cannot modify anything on an envelope.
It's not possible to customize the Email Subject for DocuSign Completed/Voided/Declined emails at runtime on a per-envelope basis purely by using the API. However, you can achieve somewhat "runtime" control over email contents by using Branding and customizing the Email Resource File to specify the subject for the Decline Envelope Email. At a high-level, you'd do this by doing the following:
Use the DocuSign web UI to login as an Admin user and create a new Brand for the account.
Edit the Email Resource File that's associated with the brand to specify the custom subject for the envelope completion email.
When sending the Envelope via the API, specify brandId within the Create Envelope request to specify the id of the Brand you created in step 1 (and customized in step 2).
So, for example, let's say you had 5 different variations of email subject for Declined Envelopes -- and wanted to be able to specify (via the API) which one to use for each Envelope that you create/send via API. You'd create 5 separate Brands via the DocuSign web UI, customize the Email Resource File for each of those 5 brands (to specify the Email Subject to use for the Declined Envelope email), then when you create/send an Envelope with the API, set brandId to specify the Brand that contains the Declined Envelope subject that you want to use for that Envelope (if a signer declines to sign).
The answer on this SO thread contains additional info about this procedure, and the docs I've linked to above contain info about branding and the email resource file.
I'm testing the Docusing API using the Dev Sandbox and I get the following error when I try to create an envelope with an embedded editor:
{
"errorCode": "EDITOR_MUST_HAVE_ACCOUNT",
"message": "The recipient Editor must be an existing DocuSign account member."
}
I'm defining the email, name, clientUserId and recipientId parameters using my Sandbox account data, which works properly if I add and agent recipient instead of an editor one.
I guess it might be a limitation of the Sandbox account, but can't find any information about it.
Update: if I add the editor recipient without specifying a clientUserId, the envelope is created correctly, so the problem may be related to that. I've already checked that the SignerMustHaveAccount and SignerMustLoginToSign options are false.
P.S. We are trying to integrate the Docusing API in our system: we want to let our clients use the embedded sender feature, but we don't want them to be able to see the envelopes of other customers when they get logged in. We can't create one account per customer either, so I thought we could achieve our goal by having one user to create the envelopes (through API calls in our code) and another user to edit them as an editor recipient using the embedded feature. Am I right?
Can we customize the DocuSign response(Completed/Voided/Declined) Email Blurb(Content) at runtime on each envelope like Envelope Sending Email Blurb using c#?
It's not possible to customize the Email Blurb for DocuSign Completed/Voided/Declined emails at runtime on a per-envelope basis by using the API. However, it is possible to change the contents of the emails that DocuSign sends for various events (i.e., Completed/Voided/Declined) by customizing the "Email Resource File". This guide contains information about how that's done: https://support.docusign.com/en/guides/docusign-email-resource-file-v1-1.
As the guide shows, a different template within the Email Resource file defines the email content for each email event. For example, the Envelope Declined template within the Email Resource File (described on page 30 of the guide) defines the structure/contents of the email that DocuSign sends to recipients when an Envelope is declined.
Keep in mind that a Resource file is associated with a "Brand" -- so if you have multiple (different) scnearios that you want to customize emails for, you could create multiple Brands and customize the Email Resource file for each, and then specify the desired Brand with each envelope you send (which will set email content for that envelope). Doing things like this would give you somewhat "runtime" control over email contents.
Can we customize the Completion Email Subject as like Email Content using DocuSign Email Resource File? If not, Please let us know what option we can use to implement this?