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Avoiding email spam on enabling Document Retention

  • June 1, 2023
  • 3 replies
  • 143 views
C
Docusign Employee
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We’re looking to turn on Document Retention on our account.  As we have been using DocuSign for some years, this means that there would be a significant volume of purge notification emails being triggered on enabling, which would lead to email spam both to ourselves and potentially our clients. Is there a way to manage this? By e.g. temporarily suspending the notification feature, or is there some sort of journalling feature where notifications can be combined into a single email?

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

The sender can choose not to receive these notifications by going to:

  1. My Preferences
  2. Notifications
  3. Uncheck the option: Documents will be purged from the system from both Sending and Recipients Notifications (this will only affect you).
  4. Save

For any other recipient, if they have a DocuSign account they can do the same in their own account, if they don't have a DocuSign account, they will always get the notifications: https://support.docusign.com/s/articles/Controlling-Recipient-Email-Notifications

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

3 replies

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching out here in the DocuSign Community.

The sender can choose not to receive these notifications by going to:

  1. My Preferences
  2. Notifications
  3. Uncheck the option: Documents will be purged from the system from both Sending and Recipients Notifications (this will only affect you).
  4. Save

For any other recipient, if they have a DocuSign account they can do the same in their own account, if they don't have a DocuSign account, they will always get the notifications: https://support.docusign.com/s/articles/Controlling-Recipient-Email-Notifications

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

C
Docusign Employee
Forum|alt.badge.img

Hi,

Thanks for this. Just one point I want to confirm: you mention in your answer that recipients without a DocuSign account will always get the notification. The support document on Purge Queue and Notifications (https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=bot1583277404151.html&_LANG=enus) suggests that they wouldn't receive purge notifications:

When an envelope enters the purge queue, email notifications are sent as follows to the sender and any recipients associated with the documents who have a DocuSign account:

Could I just confirm what the behaviour would be, please?

Best,

Björn

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching back.

To confirm, only individual recipients can opt-out via their personal notification settings. Recipients without accounts cannot opt out, so they'll always get the purge notifications for envelopes they've signed.

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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