Embedded Signing Finish Later Button

0
votes

I am using the embedded signing view, and when a client clicks on the Finish Later button they never receive an email.. in the docusign website I have set this to send it out in 1 day... I am also setting the name and email address in the request for the embedded signing.. Not sure what I am missing here.

Thank you for any help!

1
docusignapi
What type of email notification are you expecting when your client clicks the Finish Later button? Are you referring to the Envelope Reminders feature, which has nothing to do with Finish Later?? - Ergin
Yes I was hoping the reminders was tied to the finish later button. thank you. - user3707839

1 Answers

1
votes

There are a couple of account-level settings related to controlling the email notifications that a captive/embedded recipient will receive automatically from DocuSign. I don't know whether or not these settings affect the "Reminder" email notification for embedded/captive recipients, but it might be worth investigating:

enter image description here

Generally speaking, the "captive/embedded recipient" scenario is designed such that your application will be responsible for communicating with the signer (i.e., by default, DocuSign will not automatically send email notifications to embededded/captive signers, except in cases where the email notification settings above have been set to override this default behavior). So, I wouldn't be surprised if the "Reminder" notification email isn't supported for use with an embedded/captive recipient.

(Added another screenshot -- settings on the Preferences >> Features page):

enter image description here