We are implementing the DocuSign in our application. While signing the envelope in In-Person mode there is an window (popup) to send a copy of the document in an email.
We have entered the email but no email received. Checked settings in the DocuSign portal account but not able to find any setting for this.
Please let us know how to enable the save a copy email in DocuSign.
I would check settings on your side if you are not receiving the emails. Things like security software, spam/junk mail filters, firewalls, etc. that might stop the email from arriving. DocuSign is a widely used platform, if the emails weren't going out it would be publicly known very quickly, and I just tested this myself and I'm getting the emails. I might suggest you call their support department...
Related
If I set the recipients to get Access Code through email, then do I need to program separately to send the email with access code or Docusign API will automatically send the access code email to all recipients?
Also do I need to enable any setting from my DocuSign account to turn on this feature? I have a developer Docusign Account.
When using the Access Code authentication feature, it's up to the sender how to actually get the code over to the signer. For example, if you have their phone number you can call them and give it to them. Or you can instant message them or send an SMS, or some other means. In general though I would shy away from sending them the code through email as that pretty much defeats the purpose of multi-factor authentication (i.e. if someone has compromised their email they will get both the signature request email AND the access code email).
Similarly, the SMS Authentication feature is used the same way but in this case the code is explicitly sent to their mobile phone number. With Access Code it's up to you how to provide to the recipient.
I am using the embedded signing view, and when a client clicks on the Finish Later button they never receive an email.. in the docusign website I have set this to send it out in 1 day... I am also setting the name and email address in the request for the embedded signing.. Not sure what I am missing here.
Thank you for any help!
There are a couple of account-level settings related to controlling the email notifications that a captive/embedded recipient will receive automatically from DocuSign. I don't know whether or not these settings affect the "Reminder" email notification for embedded/captive recipients, but it might be worth investigating:
Generally speaking, the "captive/embedded recipient" scenario is designed such that your application will be responsible for communicating with the signer (i.e., by default, DocuSign will not automatically send email notifications to embededded/captive signers, except in cases where the email notification settings above have been set to override this default behavior). So, I wouldn't be surprised if the "Reminder" notification email isn't supported for use with an embedded/captive recipient.
(Added another screenshot -- settings on the Preferences >> Features page):
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.
I am creating a application with mail sending functionality. I am sending mail using MFMailComposeViewController. What I want to do is if there are multiple Mail accounts configured on user device then before sending mail it should ask for the sender email account. That from which user wants to send mail.
Is there any way to do this or this is provided by default. I am working on simulator so can't test right now.
Thanks,
First you need to set multiple accounts in your mail app. If you have multiple accounts there than while presenting MFMailComposer View there in from field it will allow you to choose your mail account from which you want to send mail. Its a default behaviour of Mail Composer.
Hope this helps :)