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And then we might have a problem with HubSpot, because when an envelope is sent directly from HubSpot, the recipient page on HubSpot specifies the type of signature and verification to apply, and it always says "No verification," even though verification is included in the template.
Do you think this is just a HubSpot bug, but does the envelope sent still have verification enabled?
I believe so, based on the tests we've already done, but if this option were unlocked, we could change the verification type even when sending the envelope from HubSpot, which would avoid many problems and allow us to customize the sending process based on our verification needs.
Solved
Hubspot sending template - bug no verification signature type
+1- New Voice
Best answer by Ma.Cubio
Hello
When sending envelopes via HubSpot integration, recipient authentication settings from Docusign templates are not always surfaced in the HubSpot UI. However, the authentication settings configured in the template (e.g., SMS, phone, ID Check) are preserved and enforced during signing, even if the HubSpot UI displays 'No verification'. The ability to modify recipient authentication in HubSpot is currently limited; users must adjust authentication requirements in the DocuSign template before sending from HubSpot.
As recommendations, verify by sending a test envelope from HubSpot using a template with verification enabled. When the recipient opens the envelope, they should be prompted for the verification method (e.g., SMS, phone).
You may try this workaround: If you need to change verification for different recipients, create multiple templates with different verification settings, or adjust the template in DocuSign prior to sending.
You may also consider submitting a request for enhanced HubSpot integration to allow recipient authentication changes to be made directly in HubSpot.
If you found the response to be a valuable solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."
- Community Moderator
- Answer
Hello
When sending envelopes via HubSpot integration, recipient authentication settings from Docusign templates are not always surfaced in the HubSpot UI. However, the authentication settings configured in the template (e.g., SMS, phone, ID Check) are preserved and enforced during signing, even if the HubSpot UI displays 'No verification'. The ability to modify recipient authentication in HubSpot is currently limited; users must adjust authentication requirements in the DocuSign template before sending from HubSpot.
As recommendations, verify by sending a test envelope from HubSpot using a template with verification enabled. When the recipient opens the envelope, they should be prompted for the verification method (e.g., SMS, phone).
You may try this workaround: If you need to change verification for different recipients, create multiple templates with different verification settings, or adjust the template in DocuSign prior to sending.
You may also consider submitting a request for enhanced HubSpot integration to allow recipient authentication changes to be made directly in HubSpot.
If you found the response to be a valuable solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."
- Community Moderator
Hello
How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
If you found the response to be a valuable solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped. Feel free to Like👍and click "Best Answer."
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