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 desired
workflow 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 routingOrder
I 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 suppressEmails
I 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.