TOPKAT
TOPKAT

Reputation: 8678

Docusign: how can I send documents to signer / recipients once they have signed or when envelope is complete?

I noticed that in a workflow where contracts are sent to signers by Docusign by email, all signers receive the signed documents once the envelope is complete. In my case, I am using the embedded signing scenario: signers sign via our application in an iFrame. My wish is that signers receive contracts signed like in the first workflow, when the envelope is completed.

I'm currently using a test app and receive no email when envelope has completed.

How can I turn that on ? Or trigger it via API ?

Upvotes: 0

Views: 202

Answers (1)

Nima
Nima

Reputation: 412

Thank you for reaching out. Firstly, I would discourage your to use iFrame - our IDV service won't work in iFrame and there is currently no plan to support it.

When you use embedded signing, it's up to you to manage documents as you wish. In your case, I suggest you setup DocuSign Connect https://developers.docusign.com/platform/webhooks/connect/

When the event for envelope completed comes in, you can get the completed document and send it to everyone in the envelope.

Upvotes: 1

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