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We are currently leveraging DocuSign keys within Oracle Integration Cloud (OIC) for a KYC process. In our current setup, the email notifications accompanying envelopes sent to customers display a single "From" address corresponding to the account configured for this process.

The challenge arises when we involve multiple departments in our workflows. We have developed separate processes for various stakeholders, including Sales, HR, and others. Each department would like their envelopes to display a unique "From" address specific to their role or function.

Could you please confirm if it is possible to configure multiple "From" addresses for envelopes based on the process or department? If so, we would appreciate guidance on the best approach to implement this functionality.

Hello, ​@Fusion06 

 

I’d suggest for you two things:

  1. In your Active Directory create an email alias for department, for example, Legal@yourdomain.com, add the users from Legal on that AD group. Now, if someone send an email to the Legal@yourdomain.com all users in the Legal department will receive such email.
     
  2. At Docusign level, creates an user with that email address (Legal.yourdomain.com), using Shared Access option make it shared with all users in the Legal who are using Docusign, then at the Admin level yet, use the option: Custody Transfer rule, creating a rule to when a user from the Legal sends an envelope, his/her email will be changed to the legal@yourdomain.com.

    Now, when someone from Legal login into Docusign using his/her own account they can see/work in the envelopes beloging to the Legal@Yourdomain.com Inbox.

    To see more details about Custody transfer watch this video:

I hope this suggestion helps you, if so, I’d appreciate your Like here.

 

Best,

Alexandre

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