Docusign - Send email after sign

Question

I want to know if there is a way using the DocuSign API for send a copy of the document by email to other person that is not the one how sign the doc.

Actually we are going for the Embedding solution. So I'm sending the ClientUserId to avoid send the email. But I will need to send the sign doc after to another person.

Is there a way to do that from the API?

Thanks.

Update:

Im sending this Json: (Using compositeTemplates)

    {
    "compositeTemplates": [{
        "compositeTemplateId": "1",
        "inlineTemplates": [{
            "recipients": {
                "carbonCopies": [{
                    "email": "mauriciotaranto@test.com",
                    "name": "CC Name",
                    "recipientId": "3",
                     "emailNotification": {
                        "emailBody":"email text",
                        "emailSubject":"Completed!!!! this is custom",
                        "supportedLanguage":"en"
                     },
                }],
                "signers": [{
                    "email": "mauriciotaranto@test.com",
                    "name": "A Name",
                    "recipientId": "1",
                    "roleName": "Participant A"
                }],
                 "Tabs":{
            "TextTabs":[
               {
                  "TabLabel":"PreferredPhoneNumber",
                  "Value":"001234567"
               },
                {
                  "TabLabel":"AlternatePhoneNumber",
                  "Value":"001234567"
               },
                 {
                  "TabLabel":"BirthMM",
                  "Value":"04"
               },
                {
                  "TabLabel":"BirrthDD",
                  "Value":"18"
               },
                 {
                  "TabLabel":"BirrthYY",
                  "Value":"1981"
               },
                {
                  "TabLabel":"DentalSchool",
                  "Value":"DentalSchool"
               },
                 {
                  "TabLabel":"MedicalSchool",
                  "Value":"MedicalSchool"
               },
                 {
                  "TabLabel":"OmsResidency",
                  "Value":"OmsResidency"
               },
                 {
                  "TabLabel":"Intership",
                  "Value":"Intership"
               },
                 {
                  "TabLabel":"Fellowship",
                  "Value":"Fellowship"
               },
                {
                  "TabLabel":" {",
                  "Value":"TrainingArea"
               },

            ],
            "RadioGroupTabs": [{
                "groupName": "RadioPhone",
                "radios": [{
                    "selected": true,
                    "value": "Radio2"
                }],

            },
            {
                "groupName": "AlternatePhoneNumber",
                "radios": [{
                    "selected": true,
                    "value": "Radio1"
                }],

            },
            {
                "groupName": "MemberShip",
                "radios": [{
                    "selected": true,
                    "value": "Radio2"
                }],

            },
            {
                "groupName": "RiskManagement",
                "radios": [{
                    "selected": true,
                    "value": "Radio2"
                }],

            }],
            "checkboxTabs": [{
                "TabLabel": "SuffixDDS",
                "selected": true,
            },
            {
                "TabLabel": "SuffixMD",
                "selected": true,
            },
            ],
         },
            },

            "sequence": "2"
        }],
        "serverTemplates": [{
            "sequence": "1",
            "templateId": "07a2484d-c144-4ad6-a218-85b96bcea4ca"
        }]
    }],
    "emailSubject": "Test flow with CC",
    "status": "sent"
}

The problem is that now when I get the email to sign the document I don't see any fields. And allow the user to drag and drop the fields. Not sure what I'm doing wrong. I'm getting the email after the sign of the document.

Thanks.

Answer 1

You can add that user as a CC recipient in the routing order, if this user needs to get an email after all the signers have completed the signing on the document then add this CC recipient at the last in the routing order.

DS Docs has details how to add CC recipient in an envelope using API. Sample JSON:

    {
    "compositeTemplates": [{
        "compositeTemplateId": "1",
        "inlineTemplates": [{
            "recipients": {
                "carbonCopies": [{
                    "email": "mauriciotaranto@test.com",
                    "name": "CC Name",
                    "recipientId": "3",
                    "emailNotification": {
                        "emailBody": "email text",
                        "emailSubject": "Completed!!!! this is custom",
                        "supportedLanguage": "en"
                    }
                }],
                "signers": [{
                    "email": "mauriciotaranto@test.com",
                    "name": "A Name",
                    "recipientId": "1",
                    "roleName": "Participant A",
                    "Tabs": {
                        "TextTabs": [{
                            "TabLabel": "PreferredPhoneNumber",
                            "Value": "001234567"
                        },
                        {
                            "TabLabel": "AlternatePhoneNumber",
                            "Value": "001234567"
                        },
                        {
                            "TabLabel": "BirthMM",
                            "Value": "04"
                        },
                        {
                            "TabLabel": "BirrthDD",
                            "Value": "18"
                        },
                        {
                            "TabLabel": "BirrthYY",
                            "Value": "1981"
                        },
                        {
                            "TabLabel": "DentalSchool",
                            "Value": "DentalSchool"
                        },
                        {
                            "TabLabel": "MedicalSchool",
                            "Value": "MedicalSchool"
                        },
                        {
                            "TabLabel": "OmsResidency",
                            "Value": "OmsResidency"
                        },
                        {
                            "TabLabel": "Intership",
                            "Value": "Intership"
                        },
                        {
                            "TabLabel": "Fellowship",
                            "Value": "Fellowship"
                        },
                        {
                            "TabLabel": " {",
                            "Value": "TrainingArea"
                        }],
                        "RadioGroupTabs": [{
                            "groupName": "RadioPhone",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        },
                        {
                            "groupName": "AlternatePhoneNumber",
                            "radios": [{
                                "selected": true,
                                "value": "Radio1"
                            }],

                        },
                        {
                            "groupName": "MemberShip",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        },
                        {
                            "groupName": "RiskManagement",
                            "radios": [{
                                "selected": true,
                                "value": "Radio2"
                            }],

                        }],
                        "checkboxTabs": [{
                            "TabLabel": "SuffixDDS",
                            "selected": true,

                        },
                        {
                            "TabLabel": "SuffixMD",
                            "selected": true,

                        },
                        ]
                    }
                }]
            },
            "sequence": "2"
        }],
        "serverTemplates": [{
            "sequence": "1",
            "templateId": "07a2484d-c144-4ad6-a218-85b96bcea4ca"
        }]
    }],
    "emailSubject": "Test flow with CC",
    "status": "sent"
}