DocuSign sends an email notification to signers when an envelope (i.e. a package of documents) needs a signature. DocuSign also sends emails for other events (e.g. when the envelope is complete). Brokers can configure settings to disable DocuSign email notifications when you send a document from BrokerEngine. This article shows you how.
Contents
Prerequisites
Opening the DocuSign settings page
Related articles
Prerequisites
Integrate DocuSign® with BrokerEngine.
Opening the DocuSign settings page
Log in to DocuSign. Click the Settings tab at the top of the page.
Click Signing and Sending > Email Preferences in the side menu.
Click the API User tab.
DocuSign displays a list of email notifications that can be sent to senders and document signers. By default, all notification options are enabled.
Go to the For Signers heading.
Clear the checkbox for any notification you do not want your clients to receive.
Click SAVE.
DocuSign updates your notification preferences and applies the changes to all future envelopes.
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How Clients E-sign in FinanceVault with DocuSign Integration
DocuSign Troubleshooting