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How can I schedule send documents for signature?


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Some documents are time sensitive and legally need to be signed on a particular date. Wondering if I can schedule send documents like emails to save the trouble of waiting.

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Hi there

In the current web app it is not possible. You would need to build an integration to schedule the sending of the documents.

Robert​

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Hi there

In the current web app it is not possible. You would need to build an integration to schedule the sending of the documents.

Robert​


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Hi Robert,

Due to Covid-19, certain disclosures need to be signed the day of an appointment. However, I often schedule appointments several days in advance.

Can you point me in the right direction to add this capability?

Thank you.

Alexis


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@Alexis Gandelman​, as Robert mentioned there is nothing in DocuSign that lets you schedule an envelope to be sent on a particular date or time. If you need to precisely control when the envelope is sent out for signature, you need to build your own application that triggers a call at the appropriate time to DocuSign's API to generate the envelope send.

Regards,

Michael


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Thank you so much for the information. Have a great day.


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Rinky dink


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darn.... I need to send a document early tomorrow I wanted to set up for time so I can do something else same time... New option perhaps DOCUSIGN?


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"you need to build your own application that triggers a call at the appropriate time to DocuSign's API to generate the envelope send." ....and how do you do that?


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Check out the latest release there is now an option for scheduled release times. About time too it was always a question I was being asked. A good few other nice to haves in this one.

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is this for the developer version only? or can you provide resources on how to schedule?