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How do I set up the frequency of the reminder for the envelope that is created using import document instead of existing templates.

  • 23 February 2024
  • 1 reply
  • 106 views

If we are creating an new envelope manually by adding documents we will enable the frequency of reminders using advanced options in DocuSign and send the envelope to the recipient. The below image shows how to enable the frequency of reminders for the envelope.

Is there any way can we automate the process using power automate or DocuSign Signature Rest API call?

The flow should be:

  1. Create an envelope
  2. Add the Documents
  3. Add all the recipients
  4. Enable the frequency of reminders for 7 days.
  5. Send to the recipients

Note: I don't want to create a template or use the existing template from DocuSign. For every envelope it should be new documents added.

 

Thanks,

Nirmal.

 

 

These can be set at company level in your Admin Settings and you can either allow the Sender to be able to change these settings if you wish.

So you could set the Reminders and Expiry at Company Level , allow them to be controlled at Template Level or the last step at Envelope Level.

If set at Company and allowed to change the Sender can decide when sending if these can be changed. 

If set at Template level it will default to the Company Settings and allow you to change these on the template and if required you can allow the Sender to update these or not when sending.

Hope that helps.

Robert.

 

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