How to send ONLY competion emails to Embedded Signers and Carbon Copies?

Question

​Hello,​I am trying to achieve a specific email notification workflow with the eSignature REST API, but I'm running into an issue.​My Goal:​I have an envelope with one embedded signer (clientUserId) and several CC recipients (carbonCopies). My desiredworkflow is:​The CC recipients should receive NO email when the envelope is sent.​After the embedded signer completes the signing, both the embedded signer and all CC recipients should receive the final "Completed" notification email.​What I've Tried:​I have tried two approaches, but both have failed:​Attempt 1: Using routingOrderI set routingOrder: 1 for the signer and routingOrder: 2 for the carbonCopies.​Result: The CC recipients still receive an email immediately when the envelope is sent. This email contains a "live view" link to the in-process document.​Attempt 2: Using suppressEmailsI kept routingOrder: 2 for the CCs and added "suppressEmails": "true".​Result: This successfully stops the initial email to the CCs. However, it also stops the final "Completed" email from being sent to anyone, including the embedded signer (even though my account setting "Send completion emails to embedded signers" is enabled).​Example JSON Body (for Attempt 2):​Here is the structure of the recipients object I am sending:"recipients": {"signers": [{"email": "signer@example.com","name": "Embedded Signer","recipientId": "1","routingOrder": "1","clientUserId": "1001"}],"carbonCopies": [{"email": "cc_recipient@example.com","name": "CC Recipient","recipientId": "2","routingOrder": "2","suppressEmails": "true"}]}My Question:​What is the correct API structure or account setting to achieve my goal? How can I suppress the initial notification for carbonCopies while ensuring they do receive the final completion notification once the envelope is complete?​Thank you for your help.

Michael.Rave · Answer

​@lucas99The approach you described at “Attempt 1” is the right approach and should work as expected, the Carbon Copies will only be notified via email, once the embedded signer has completed their actions.When testing, please ensure to use different email addresses for the embedded signer and the carbon copies that do not correspond with the email address of the sender of the envelope. If the sender of the envelope is the same as the carbon copy then you may mix up the email notifications. In general “Carbon Copy” recipients will only receive an email notification, when their routing order is reached. If they receive it directly on envelope creation, it may not be set up correctly and this is the issue you should investigate: Creating the envelope with the correct routing orderI suggest that after creating the envelope via the API call that you log into the Docusign account the envelope was sent from to check the details of the envelope. You should be able to see, if the correct routing order was applied or not.Please also check if that “Set Signing Order”is enabled on your account in order, which should otherwise throw an error when trying to apply it. You may consider setting up a template and using that in the API call and only provide name and email in the payload. Enabling and setting the routing order can then be configured on the template itseld.The following is not a valid parameter for the CarbonCopy recipient and should be removed from your code:"suppressEmails": "true"

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded