CODEWITHSUNDEEP
docusignapi
Kathy Lori
Kathy Lori

Reputation: 497

Docusign send email after document completion only

We are attempting to use a listener to pick up on envelope events and to automate grabbing the completed docs from Docusign and putting them in our document management system. What we would like to do is to listen for all events, like document sent, document received, etc, but only notify the sender when the envelope was voided or declined, not when the receiver signs the documents and the envelope is complete. Is such a thing possible? Thanks in advance.

Upvotes: 0

Views: 913

Answers (2)

Kim Brandl
Kim Brandl

Reputation: 13480

The events that you subscribe to via DocuSign Connect and the events trigger email notifications to senders are managed entirely separately -- there is no correlation whatsoever between how you manage those two categories of events.

You can configure which Envelope events will trigger email notifications to a specific sender by updating the Sending notification settings for that particular User in your DocuSign account. The Sending notification settings that you specify for a particular user will apply for all Envelopes that person sends (until if/when those settings are changed for the user) -- you can not configure email notification settings for a sender on a per-Envelope basis.

For information about how a User can configure their own email notification settings manually via the DocuSign web UI, see: https://support.docusign.com/guides/ndse-user-guide-manage-notifications.

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If you want to use the API to automatically configure email notification settings for senders in your account, you can do so by using the Update User Settings operation, as described here in the docs: https://docs.docusign.com/esign/restapi/Users/Users/updateSettings. Just keep in mind that, as mentioned previously, the settings you specify for a user will apply to all Envelopes that user sends (until if/when the settings are updated again).

Upvotes: 1

Amit K Bist
Amit K Bist

Reputation: 6808

Connect Trigger events which you can subscribe to are enter image description here

As a Sender you can modify sender specific notifications. Please check Envelope Notifications to know how to manage the notifications.

Upvotes: 1

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