Skip to main content
Solved

How to remove the Docusign account owner as default recipient for signing documents

  • August 26, 2024
  • 3 replies
  • 74 views

Forum|alt.badge.img+2

Hello All

 

I have a power automate flow that uses Docusign to sign documents by using “Create envelope using template with recipients” step in power automate.

 

When testing flow it seems that Docusign sends 2 emails (one to the Docusign account owner, and other to the intended recipient that should receive signing request)

 

How do I adjust settings in docusign such that I remove the “Default” (Account owner) from receiving signing request? The account owner should not be getting signing request. Only the intended recipient (Which I set dynamically via power automate flow) should be the signer of the document.

Best answer by Pawan Gangwani

Hello @DSCommunityUser 

Welcome to DocuSign Community!

For removing the default user from envelope, you have to find out the template from which you want to remove the recipient/Signer. Via this you can easily remove that and save the template after that.

Link for more info: Find Templates Where a Removed User Is a Recipient or Signer

3 replies

Forum|alt.badge.img+2

Hello All

 

I have a power automate flow that uses Docusign to sign documents by using “Create envelope using template with recipients” step in power automate.

 

When testing flow it seems that Docusign sends 2 emails (one to the Docusign account owner, and other to the intended recipient that should receive signing request)

 

How do I adjust settings in docusign such that I remove the “Default” (Account owner) from receiving signing request? The account owner should not be getting signing request. Only the intended recipient (Which I set dynamically via power automate flow) should be the signer of the document.


Pawan Gangwani
Digital Leader
Forum|alt.badge.img+15
  • Digital Leader
  • Answer
  • August 26, 2024

Hello @DSCommunityUser 

Welcome to DocuSign Community!

For removing the default user from envelope, you have to find out the template from which you want to remove the recipient/Signer. Via this you can easily remove that and save the template after that.

Link for more info: Find Templates Where a Removed User Is a Recipient or Signer


Forum|alt.badge.img+17
  • Community Moderator
  • October 24, 2024

Hello @DSCommunityUser ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!