如何将签名者排除在接收已完成/签名的电子邮件之外 [英] How to exclude a signer from receiving the completed/signed email

问题描述

我们希望阻止我们的销售代表（二级签名者）接收带有已签名文档作为附件的完整/已签名电子邮件。只有我们的外部客户才能收到电子邮件。

We would like to prevent our Sales Rep(secondary signers) from receiving the completed/signed email with the signed documents as attachments. Only our external customers should be receiving the email.

想知道是否可以通过API或在管理控制台设置内实现。

Wondering if this is possible through the API or within the admin console setting.

我们正在使用SOAP API

We are using SOAP API by the way.

预先感谢。

推荐答案

不是可能会将特定（远程）收件人排除在接收来自DocuSign的信封已完成电子邮件之外。 （默认情况下，嵌入式/专属收件人不会收到来自DocuSign的任何电子邮件-但这不是您要问的情况。）

It's not possible to exclude specific (remote) recipients from receiving the "envelope completed" email from DocuSign. ("Embedded/Captive" recipients won't receive any emails from DocuSign by default -- but this isn't the scenario you're asking about.)

此外，通过帐户级别的设置（位于DocuSign Web控制台的首选项>>功能中）控制来自DocuSign的信封已完成电子邮件是否包含已签名/已完成的附件文档：

Additionally, whether or not the "envelope completed" email from DocuSign contains the signed/completed documents as attachments is controlled via an account-level setting (located in Preferences >> Features within the DocuSign web console):

由于这是帐户级别的设置，因此无法逐个控制此行为（即，是否将文档附加到已完成信封的电子邮件中），更不用说控制特定信封的每个收件人的基础-整个帐户（在任何给定时间点）都启用或禁用了该信封。

Since this is an account-level setting, it's not possible to control this behavior (i.e., whether or documents are attached to the "envelope completed" email) on a per-envelope basis, let alone on a per-recipient basis for a specific envelope -- it's either enabled or disabled for the entire account (at any given point in time).

请记住，即使您在帐户级别禁用此设置（这样，文档就永远不会附加到信封完整d电子邮件），除了可以打印和//获得机会，所有收件人都仍可以通过信封已完成电子邮件（在DocuSign网络控制台中显示已完成的文档）中的链接访问已完成的文档。或在签名期间保存文件。因此，这并不意味着您只是没有将文档附加到信封已完成电子邮件中而阻止收件人访问已完成的文档。

Keep in mind that even if you disable this setting at the Account-level (so that documents are never attached to "envelope completed" emails), all recipients will still be able to access the completed documents via the link in the "envelope completed" email (which displays the completed documents in the DocuSign web console), in addition to being given the opportunity to print and/or save the documents during their signing session. So, it's not like you're preventing a recipient's access to completed documents merely by not having the documents attached to the 'envelope completed' email.

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