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Question

Send all event emails (review, sign, completed) to signers - even for embedded / integrations

  • October 25, 2024
  • 2 replies
  • 51 views

theschnack
Newcomer
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We have built an integration with DocuSign, which essentially shares the envelope with the signer via our (Zingly’s) application.

This is good, because it keeps the engagement between sales and service reps and their customers in the workspace. Having said that, in addition to the signer (customer) being notified that they can review and complete signing via Zingly, we would like to ensure the signer continues to get their “An envelope has been shared with you to review and sign” email from DocuSign.

HOWEVER -- it appears that with DocuSign integrations (such as embedded signing), the integrations SUPPRESS all but the “completed signing” emails. (See link: https://support.docusign.com/s/articles/Why-aren-t-my-signers-receiving-DocuSign-Notification-emails?language=en_US)

Can someone confirm whether embedded / integrations CAN or CAN NOT allow DocuSign’s native email / sms notifications to the signers to continue, in addition to the embedded integration?

 

2 replies

Hengfeng Ge
Frequent Contributor
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  • Frequent Contributor
  • 538 replies
  • October 25, 2024

maybe can try : Hybrid Captive/Remote signing with EmbeddedRecipientStartUrl

https://www.docusign.com/blog/developers/the-trenches-hybrid-captiveremote-signing-embeddedrecipientstarturl

 

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theschnack
Newcomer
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  • 1 reply
  • October 25, 2024

Thank you! A bit odd that “un-clicking” the “Suppress emails to embedded signers” does not in fact allow standard emails re: the envelope activity to get to the signer.