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Is there a way to customize the email sent from the Agent to customer to not have the originating senders name to be on the email from the API? On the image attached (everything in red) is there a way to put the Agents name in place of the original sender's name so the customer recognizes the document?
+3- Docusign Employee
- 20 replies
The workarounds could be to set up a custody transfer rule on envelope send, but this would apply to all envelopes and might not fit your use case. You can read more about custody transfer here: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=xqx1583277378404.html&_LANG=enus&language=en_US&rsc_301
Another option and what I would suggest would be to add in the name of the signer in the subject or body of the email when you make your API request. For example:
"emailSubject": "DocuSign API - Hi {Name Here} Please sign this envelope",
"emailBlurb": "Composite Templates Sample for {name here}",
You can alter the overall email layout using resource files as well, but altering the resource file is not in scope of DocuSign support: https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=yum1583277332870.html
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