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We currently have our DocuSign connected to our MeridianLink platform to send out documents via MeridianLink for new account opening and loan documents, etc to be signed electronically.
When these documents are sent out, is there a way to set up expiration timeframes and reminder frequency on the DocuSign side, or would this all be controlled through MeridianLink?
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Connect Integration (MeridianLink) - Expiration & Reminder Settings
+2- Newcomer
- 1 reply
Best answer by nathaly.monge
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Docusign has a way to set reminders and expiration on both envelopes and the account as a whole, however, due to lack of information regarding the MeridianLink (as we do not support it) I can’t say that changing those settings would affect envelopes sent through the integration. I would recommend you contact MeridianLink support for assistance.
Below you can find links regarding setting up Expiration and Reminders on the Docusign side:
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+15- Community Moderator
- 2554 replies
- Answer
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Docusign has a way to set reminders and expiration on both envelopes and the account as a whole, however, due to lack of information regarding the MeridianLink (as we do not support it) I can’t say that changing those settings would affect envelopes sent through the integration. I would recommend you contact MeridianLink support for assistance.
Below you can find links regarding setting up Expiration and Reminders on the Docusign side:
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+2- Newcomer
- 1 reply
Thank you very much :D That is what we thought but wanted to double check.
+15- Community Moderator
- 2554 replies
Hello
Thank you for reaching back.
Thank you for reaching back.
I’m glad to hear that your question has been answered.
Please reach back to the DocuSign Community if you have any further concerns or if any issue has appeared. I hope you have a great day!
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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