Is it possible to set different email Text for "Decline" action in Docusign/API

StackOverflow https://stackoverflow.com/questions/22823891

  •  26-06-2023
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Pregunta

I am using docusign for sending out document to be signed by the user.

I see that i have an option to set the Content of email for recipients that they receive.

I am trying to see if I can customize the email content when user "Declines" a document.

For example: I wanted the sender to see as "The customer has declined the document" and the customer should see "The document is successfully declined"

is this possible if so please provide additional information or reference to online would be helpful

¿Fue útil?

Solución

Yes, it is possible to customize the emails that DocuSign sends in response to the "Envelope Declined" event, such that the email that the Sender receives is different than the email that the Signer (Recipient) receives. You can achieve this by customizing the Email Resource File (as described in this guide: https://10226ec94e53f4ca538f-0035e62ac0d194a46695a3b225d72cc8.ssl.cf2.rackcdn.com/docusign-system-default-email-formats.pdf).

Customizing the Recipient's "Envelope Declined" email is described on page 30 of the guide, customizing the Sender's "Envelope Declined" email is described on page 94 of the guide.

(Keep in mind that an Email Resource File is associated with a "Brand" -- so any changes you apply to an Email Resource File will apply to all Envelopes sent using the corresponding Brand.)

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