To have DocuSign Resource file use a Customer Template and a Agent Template for Reminder Emails

Question

We have customized the DocuSign resource files for both Agent and Customer email notifications. However, we have identified an issue with reminder emails when an Agent recipient has not yet sent the envelope to the Customer. When a reminder email is generated and the Agent has not sent the forwarding DocuSign document to the Agent, the email content uses the Customer (EnvelopeActivation) template instead of an Agent reminder template. It would be a nice feature to have reminder templates for each.

Luke.Cervantes · Answer

Hi ​@cweeks,Welcome to the Docusign Community! Thank you for sharing this feedback.Docusign does not currently provide separate reminder templates for Agent and Customer recipients. Reminder notifications use the EnvelopeActivation email resource template for the applicable recipient, so the Agent may receive content based on that template while the envelope is still awaiting forwarding or activation.As a workaround, you can customize the shared EnvelopeActivation template and use the IsReminderMail conditional to display or hide content specifically for reminder emails. However, this conditional identifies the email as a reminder; it does not allow separate reminder designs based on the recipient role.However, you are welcome to post this request or find similar one on our Ideas Channel. Having independent Agent and Customer reminder templates would therefore require a product enhancement.Our product team regularly reviews this channel and may consider it based on user demand and the number of upvotes.Thank you, and have a great day ahead!Best Regards,Luke | Docusign Community ModeratorIf you find this helpful, select “Best Answer ✅” so other users can see it too!

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