How to get a notification for each completed envelope within an account

Hello ​@trzklv,

Thank you for contacting us, and welcome to the Docusign Community! We are excited to have you here and eager to share our knowledge with you.

I understand you are an Administrator and that you would like to receive notifications for every envelope within the company account once they are fully completed. Please be assured that I will make effort to assist you. 

At this time, the ability to automatically add yourself as a carbon copy recipient by default is not available in Docusign. I sincerely apologize. This process must be done for each envelope and template creation. You might want to consider the following:

Option 1: Email Archive Configuration- This feature allows an account administrator to set up email addresses that automatically receive copies of Docusign signature requests and other email notifications for a sender’s account archiving and regulatory compliance purposes. When the option is enabled and at least one email address is active, a copy of each Docusign system-generated email sent to a sender or recipient for the account is also sent to the active email archive addresses. See the Email Archive Configuration View topic for more information on “active” email addresses.

Important: Email addresses where non-archival, general business activity may occur are not suitable and should not be used for email archiving with this feature. Customers are strongly advised to implement special archival email addresses with heightened access controls due to the increased sensitivity associated with notifications delivered to the archival email address using this feature.

However, certain predetermined events will trigger a Docusign email notification, which will also be sent to the archive address and cannot be filtered.  All of these events will be sent, which may become somewhat overwhelming.

Article: Email Archive Configuration

If your goal is to obtain a copy of all completed envelopes from those envelopes sent from the users on the account, you might want to explore this option.

Option 2: Custody Transfer Rules - Docusign account administrators can add and manage rules to automatically transfer ownership of envelopes between users in the same Docusign account from the Custody Transfer page. Custody transfer rules can be set up to transfer envelopes from an individual user or group of users when the envelope status changes to Sent or Completed. Envelopes can only be transferred to users in the same account.

Article: Custody Transfer Rules

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello Melanie,

Thank you for your answer.

The Option 1 looks good, but I cannot find the option to enable it within the Admin account. Does it have to be activated anyway or why I cannot get into the settings of Email Archive Configuration? I have a role of Admin with full access.

Thanks

Hello ​@trzklv,

Thank you for the update. Here's how you can enable the Email Archive from Admin Settings: Add Email Archive Addresses. If you do not see the option, this may be due to a backend setting that has not been activated, or potentially related to your subscription plan. A support agent can assist in determining whether this is the case or if it is indeed supported under your plan, so it would be advisable to create a support case for clarification. To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center.

Please click “Select as Best” in my response if you find it a useful solution to your question. It will help other users with similar questions and help them locate it more easily. Let us know if you need further assistance. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.