We’ve configured our global reminder settings to below:
On an envelope that was created, we see the following:
To test the reminders, we didn’t respond to the initial request for signature. We only got one reminder after three days, and no other reminders. As per the settings, it should send us a reminder every day. Also, the settings on the envelope should be changeable.
All reminder settings have been like this for about a month now.
The reminder after three days in the initial problem statement was a misunderstanding of our end users. They did not receive any reminder from DocuSign.
We’ve now requested OpenText to add the useAccountDefaults setting in their envelope creation calls, so that the default account settings are taken into account. A feature request was logged.
Welcome to the Docusign Community and thank you for posting your concerns!
I’m sorry to hear that the envelope reminder settings are not working as intended, I understand your envelopes does not allow the change of settings on the envelope nor are the settings set in the Settings tab working accordingly.
To better assist you, can you provide a little more information? Are you using a template? Was the template created before the change was made?
@BartM - Do you have more than one DocuSign Account? When you are creating the envelope from the OpenText Content Server, are you authenticating the users from another account? Or are you still in the Demo environment?
The OpenText Content Server is using an administrator account on the demo DocuSign environment. We use the same account to change the settings in DocuSign.
As OpenText is a black box, I’m trying to work with them to get associated log files and API call exports. I’ll update this thread once I get useful information.
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The reminder after three days in the initial problem statement was a misunderstanding of our end users. They did not receive any reminder from DocuSign.
We’ve now requested OpenText to add the useAccountDefaults setting in their envelope creation calls, so that the default account settings are taken into account. A feature request was logged.
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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.