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theschnack
Newcomer
Newcomer
October 25, 2024
Solved

Send all event emails (review, sign, completed) to signers - even for embedded / integrations

  • October 25, 2024
  • 2 replies
  • 128 views

We have built an integration with DocuSign, which essentially shares the envelope with the signer via our (Zingly’s) application.

This is good, because it keeps the engagement between sales and service reps and their customers in the workspace. Having said that, in addition to the signer (customer) being notified that they can review and complete signing via Zingly, we would like to ensure the signer continues to get their “An envelope has been shared with you to review and sign” email from DocuSign.

HOWEVER -- it appears that with DocuSign integrations (such as embedded signing), the integrations SUPPRESS all but the “completed signing” emails. (See link: https://support.docusign.com/s/articles/Why-aren-t-my-signers-receiving-DocuSign-Notification-emails?language=en_US)

Can someone confirm whether embedded / integrations CAN or CAN NOT allow DocuSign’s native email / sms notifications to the signers to continue, in addition to the embedded integration?

 

Best answer by Hengfeng Ge

maybe can try : Hybrid Captive/Remote signing with EmbeddedRecipientStartUrl

https://www.docusign.com/blog/developers/the-trenches-hybrid-captiveremote-signing-embeddedrecipientstarturl

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

2 replies

Hengfeng Ge
Hero
Hero
October 25, 2024

maybe can try : Hybrid Captive/Remote signing with EmbeddedRecipientStartUrl

https://www.docusign.com/blog/developers/the-trenches-hybrid-captiveremote-signing-embeddedrecipientstarturl

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🏆 2024 APAC Reseller Growth Partner of the Year
🔧 The first in APAC to pass the DocuSign eSignature Technical Consultant certification.
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

Feel free to reach out for collaboration opportunities.

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theschnack
Newcomer
Newcomer
October 25, 2024

Thank you! A bit odd that “un-clicking” the “Suppress emails to embedded signers” does not in fact allow standard emails re: the envelope activity to get to the signer.