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Hello everyone, I am using DocuSign for Dynamics 365, I have an urgent problem and I searched many thing but could not solve my issue. The problem is I have two flows that use the create an envelop step and on that we put some text on the step. Now when someone sign the document or reject that will get a completion email or rejection email that contains the signed or unsigned document, but the problem is this email is like the first mail and I want to change the text of the email. it means the start email and the completion email text are same. how can I change the text of these final emails?

Hello @Metaplan_Academy_User,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience that this might cause you, I know the importance of having the correct information displayed as needed in the envelope notification; I understand that you want to know how to Change the completion email.

 

To clarify, are you referring to the DocuSign email notification correct?

 

If yes, we have an advanced Branding option called Resource files, these files are optional files that allow you to control the text elements in your account signing view and emails. There are two master resource files, one for signing and one for email messages. To use resource files, you download the appropriate master file, make modifications, and then upload the modified file to the DocuSign system. Only the differences between your modified file and the master file are saved. You can upload one custom resource file for each signing brand, and all changes for all languages must be included in the uploaded files. If you don't upload a modified resource file, the system will use default information from the master file. Resource Files

 

The Email Resource File is the one that the admin can modify to change the email notifications.

 

Important: Customizing resource files is an advanced branding configuration option that can significantly impact your account and should be done only by someone with expertise in XML and HTML. The master resource files are subject to change without notice. If you customize your resource files, after each release, DocuSign recommends you review any changes and update your custom files as needed.

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

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

Hi @Metaplan_Academy_User,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | DocuSign Community Moderator

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

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