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Question

Client able to email the sender

  • 20 August 2024
  • 8 replies
  • 23 views

We went live recently with DocuSign using a template.  It’s in pilot currently and we found that the clients are able to reply to the email they are getting with the link to fill the form out.  This is not supposed to happen, we have their emails hidden for a reason.  We cannot have the clients emailing these people directly.  We just want them to the fill the form out and not be able to do anything else.

 

Did I miss a checkmark or something?  Please advise.  Thank you!

Hello @gretchenhs,

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community, we are committed to providing you with the best service possible.

I apologize for any inconvenience this might cause you. To clarify are you referring that they are replying to the email notification? or are they resending the email notification to another user?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the 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.

 

Best regards,

Christopher | Docusign Community Moderator

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


I sent this in to support as well.  They said there wasn’t anything we could to do this to prevent this really.  

They are replying to the original email they are getting that asks them to fill out the form and sign it.  

Thanks


Hello @gretchenhs,

Thank you for reaching back, would it be possible for you to provide the case number so I can review it?

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


Case #: 14047355


Hello @gretchenhs,

To confirm, is this the first time this has happened?

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


@gretchenhs 

I thought there was an option to use a generic email as the contact address (ie: info @ yourcompany. com) This may be an option for specific plans… You could check your agreement/ask your sales rep.

good luck

mr1


Hi @gretchenhs,

I hope you are doing well.

I want to confirm if you need further assistance, 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.


Thanks all -

I think the trick here is that we have several people sending the envelopes out and we want them to get the notifcations that the envelope was received and completed by the customer.  We are ok with it saying, sent from Johanna Doe, but then we don’t want the customer to actually hit reply on the emails and put any confidential information in that reply.  So we were trying to figure something out, however since the management wants them to get the other replies, I don’t think it is feasible.  We did add a message to the email itself trying to discourage this, so hopeully that will help a little bit.  We shall see.

 

Thanks again, Gretchen


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