There is no way for you to get the link for a recipient. Anyone with that link can click it and pretend to be the intended recipient and sign as that recipient. For that reason only the intended recipient gets the link via an email from DocuSign. Part of the default recipient authentication is ensuring that only the person with access to the email address can sign. How hard is it to click a big yellow button in email that says "REVIEW DOCUMENTS"?
How would you send them the link if you had it beside via an email?
If they have their own DocuSign account, they can also access the documents needing their signature from their Inbox in DocuSign.
Dear,
Thank you for your reply and I understand!
The problem is that many organisations block the emails as spam. Not that the recipient has trouble clicking the link.
This is a real issue - I need to get people signing my documents but the mails don't always get through, no matter how many times you resend.
Hi
As you mention that is an issue that is outside the control of DocuSign as often corporate email servers are controlled and managed by the IT teams and they often set the rules of what is good and what is spam. If you know of a company that you regularly send to there is details about how to add DocuSign to the whitelist so that it may stand a better chance of getting to the individual.
Most of the web emails like Gmail, yahoo, hotmail are pretty good now and know the DocuSign emails and how they work with email spam features so rarely do they not arrive.
Check out the DocuSign Trust Site for more information about Whitelist and general DocuSign security items.
Regards, Robert
https://www.buymeacoffee.com/icit
Thanks. I fully appreciate that it's outside the control of DocuSign. The point is that sometimes the emails are not received and so being able to send a link would be super helpful.
For me, these are one-off contract signatures so going through the whitelisting process (which can require multiple levels of approval and take a long time in some organisations) isn't always feasible. At least not in the timeframe required to get the document signed.
Hi
I have seen a customer build an integration to send the emails from there own account but this would require development work on your side to do this and then you would be controlling the email. The link would still route to DocuSign to complete the signing process.
I know when I was there they did have some discussions around other methods of delivery but dont know where that finished as I had left by the time.
Sorry I cant be more helpful
Robert
Looking for something much simpler i.e. the link. If I (the sender) accept the security risk then surely that's up to me.
But never mind .... we will just resort to the old-fashioned way in these instances and get people to sign and scan.
You'll need to ask your customers to whitelist the docusign.net domain from which all emails related to the DocuSign eSignature service will be sent.
If you completely circumvent the security processes embedded in the DocuSign service then their audit trail and certificate of completion are useless and they are then on the hook so they do not allow you to put them and their reputation at risk.
I also have this issue where a customer is requesting a specific link. Why cant your tech team create a user specific link that brings them to the page where they must enter their access code and begin signing. How does that circumvent security? Sending an email with a link isn't any different then sending an email from DocuSign with an embedded link that brings them through the security process... How does the link sent outside of DocuSign negate security?
@Insight Documents
"Why cant your tech team create a user specific link..."
First, it's not "my tech team" since I don't work for DocuSign. I'm a customer and a consultant who has worked with hundreds of other enterprise customers deploying thousands of use cases in DocuSign over the last 8 years.
Second, over 90% of envelopes sent do not have any additional authentication method (Access Code, Phone, SMS, Knowledge Based Authentication). They rely on the recipient having secure access to the email address the sender designated to deliver the document to the intended recipient.
"Sending an email with a link isn't any different then sending an email from DocuSign with an embedded link that brings them through the security process"
You're asking DocuSign to provide you a link that represents the recipient's signing session. Once you get that link, DocuSign can't control to whom you give the link and the access code. Anyone could pretend to be the intended recipient and pass the authentication. This could easily be abused to commit fraud and sign documents in someone else's name.
By DocuSign controlling the delivery and sending it to a specific email address, there's an added level of verification that it was delivered ONLY to a specific email address which DocuSign can record in the audit trail. In your scenario, there's no proof whatsoever of who clicked the link and entered the access code.
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