禁止将电子邮件发送给嵌入式签名者（俘虏收件人），或者至少将文本添加到不需要的电子邮件中？ [英] Suppress emails to embedded signers (captive recipients) or at least add text to the unwanted emails?

问题描述

我生成了一个信封，供客户作为嵌入式（强制接收者）签名，这样他们就不会收到电子邮件，而是从我的应用将其重定向到新的信封，目的是让他们无缝地回来经验。

但是，当他们访问URL时，Docusign向他们发送了一封不需要的电子邮件。因此，例如，如果他们的名字叫Josh，他们将收到来自Docusign的电子邮件，邮件中包含
主题： Josh已查看，请签署合同X
正文：Title： Josh已查看，请签署合同X
正文：说明：（有时）Josh打开并查看了您的文档，合同X.pdf

这不是很好的客户体验。 Josh在第三人称中收到一封la脚的电子邮件谈论他。电子邮件中的链接要求客户向Docusign注册，这对他们来说只是一个麻烦，它丝毫没有增加任何价值。他们可以在我的Web应用程序中查看合同。

首选问题
如何抑制来自Docusign的尽可能多的电子邮件使用API​​给客户？我已经检查了

替代问题
我尝试在创建信封请求中添加以下选项，以至少为客户提供一个解释，以说明不需要的Docusign电子邮件关于。但是仅出现文本subject2。但不是很好。
我收到了一封主题为 Josh看过的测试主题2的电子邮件。
没有自定义正文出现在不需要的电子邮件中。


收件人电子邮件通知：{
emailBody：测试主体，
emailSubject： Test subject
}，
emailBody： Test body2，
emailSubject：测试对象2，


编辑：

谢谢CodingDawg，您已经为我整理了很多东西。

您在这里有个不错的建议，我可能电子邮件令人困惑，因为我的管理员电子邮件地址与我的第一个收件人是相同的电子邮件地址（我意识到现在进行测试是个坏主意，我将使用其他电子邮件地址）

编辑2

我现在看到管理员首选项以及用户首选项中都有电子邮件设置。

解决方案

我认为您对发件人电子邮件和收件人电子邮件感到困惑。

• 将信封发送给嵌入式收件人后，收件人不会立即收到任何电子邮件。




• 在发送应用生成签名链接并重定向到收件人之后，发件人（非收件人）会收到一封电子邮件，内容为收件人查看的信封

  
  
  
  
  
  • 可以在发件人帐户首选项中取消收件人查看的信封电子邮件。请参见NDSE 此处的信息，CDSE 此处
  
  



• 嵌入式收件人在信封上签名后，收件人将收到信封已完成电子邮件

  
  
  
  
  
  • 通过选择发件人帐户首选项中的禁止向嵌入式签名者发送电子邮件复选框，可以阻止信封已完成电子邮件发送给收件人。请注意，这是一个帐户范围的设置，不能在每个信封级别进行。更多信息此处
  
  

---

recipientEmailNotification

您在请求中指定的receiveEmailNotification属性无效。这是 CreateEnvelope api的示例json，以设置电子邮件正文/

在以下示例中，

• 收件人一个将收到一封主题为 这是收件人一个主题的电子邮件。




• 收件人两个将收到一封主题为 所有收件人的电子邮件

$ b $的电子邮件b

JSON

  {
 status： sent，
  emailSubject：将邮件发送给所有收件人，
 emailBlurb：将邮件正文发送给所有收件人，
收件人：{
签名人：[
 {
 recipientId：1，
 email： [e-mail]，
 name：收件人一，
 emailNotification：{
 emailSubject：这是收件人的一个主题，
  emailBody：这是收件人的一个电子邮件正文 
} 
}，
 {
 recipientId：2，
 email： recipient2 @ foobar .com，
 name：收件人二 
} 
] 
}，
文档：[
 {
  documentId：1，1，
 fileExtension： txt，
 name：测试文档，
 documentBase64： VGVzdCBEb2N1bWVudA == 
} 
]，
 emailBody：信封级电子邮件正文 
} 
  

I generate an envelope for the customer to sign as a embedded (captive recipient) so they do not receive an email, instead I redirect them to the new envelope from my app, the intention is that they come back, in a seamless experience.

However what's happening is when they visit the URL, Docusign sends them an unwanted email. So for example if their name is Josh, they will receive an email from Docusign, with Subject: "Josh viewed Please sign contract X" Body: Title: "Josh viewed Please sign contract X" Body: Description: At (time) Josh opened and viewed your documents, Contract X.pdf

This is not a good customer experience. Josh receives a lame email talking about him in the 3rd person. The link in the email requires the customer to register with Docusign which is just a hassle for them, it adds no value whatsoever. They can view the contract within my web-app.

Preferred question How can I suppress as many emails as possible from Docusign to the customer, using the API? I've examined the API docs but didn't find anything there about suppressing emails for embedded stuff.

Apparently it can be done via the classic preferences. But I always prefer to override these things in code. Is it possible to suppress the emails with options in the API?

Alternative question I tried adding the following options to the create envelope request, to at least embed an explanation for the customer, to say what the unwanted Docusign emails are about. But only text subject2 appeared. But not in a good way. I got am email with the subject: "Josh viewed Test subject2" No custom body appeared un the unwanted email.

recipientEmailNotification: { emailBody: 'Test body', emailSubject: 'Test subject' }, emailBody: 'Test body2', emailSubject: 'Test subject 2',

EDIT:

Thanks CodingDawg, you've cleared things up for me quite a bit.

You've got a good point there, I may have confusing emails, because my admin email address is the same email address as my first recipient (I realize now it's a bad idea for testing, I'll use a different email address)

EDIT 2

I see now there are email settings in admin preferences, and also in user preferences. Good to know!

解决方案

I think you are getting confused between Sender and Recipient emails.

• After an envelope is sent to an embedded recipient the recipient does not get any emails immediately.

• After the Sending App generates a signing link and redirects to the recipient , Sender(not recipient) gets an email saying the "Recipient viewed envelope"

  • The "Recipient Viewed envelope" email can be suppressed in the senders account preferences. See info for NDSE here , CDSE here

• After the Embedded Recipient signs the envelope, the recipient will receive an "Envelope is completed" email

  • The "Envelope completed" email can be prevented from sending to the recipient by selecting the "Suppress emails to Embedded Signers" checkbox in the sender's account preferences. Please note that this is an Account wide setting and cannot be done at per envelope level. More info here

---

recipientEmailNotification

The recipientEmailNotification property that you have specified in your request is invalid. Here is a sample json for CreateEnvelope api to set email body/subject at recipient level.

In the following example,

• "recipient one" will receive an email with subject "This is recipient one subject".

• "recipient two" will receive an email with subject "Email Subject to all recipients"

JSON

 {
   "status": "sent",
   "emailSubject": "Email Subject to all recipients",
   "emailBlurb": "Email body to all recipients",
   "recipients": {
     "signers": [
       {
         "recipientId": 1,
         "email": "[e-mail]",
         "name": "recipient one",
         "emailNotification": {
           "emailSubject": "This is recipient one subject",
           "emailBody": "This is recipient one email body"
         }
       },
       {
         "recipientId": 2,
         "email": "[e-mail]",
         "name": "recipient two"
       }
     ]
   },
   "documents": [
     {
       "documentId": 1,
       "fileExtension": "txt",
       "name": "Test Document",
      "documentBase64": "VGVzdCBEb2N1bWVudA=="
     }
   ],
   "emailBody": "envelope level email Body"
 }

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