Skip sending email to signer those not added in document.

Hi there,

Do you mean that you have four signers in the package but only one signer is associated to the first document and therefore should sign first. Other three signers should ONLY receive the invitation email when it's their turns? Or if I misunderstood, could you elaborate your signing flow a little bit?

Essentially, if you want to control the signing flow, OneSpan Sign offers the signing order feature. (guide here) But the signing order is not configurable at the designer page if the designer placing signers from there. You may need to pre-collect the signer information and creates the package with all signers information, to have a better control over the signing order.

Duo

Hi Duo,

We are trying to use the designer for our users to place signatures using designer to the document. So for example -

Designer is opened with the document

There are 3 signers displayed to the user to use drag and drop signature fields.

User uses only one signers signature on the document and sends the document for signature. 

We have observed that emails are sent to all 3 signers even if they don't have signature field on the document. We expect email to only go to only to the user whos signature field is present in the document.

Let us know, how we can skip sending email of eSignature for users who don't have sign field of their name on the document.

Indisoft.

Hi there,

In OneSpan Sign, a signer who doesn't have any signatures is called a reviewer. So if you don't want reviewers to receive invitation emails, you could turn off the "email.activate" template entirely by contacting our support team ([email protected]), and invoke signer notify function from SDK to notify the actual signer (guide here). In which case, you may also need to remove the "SEND" button from designer page, and force sender to use a button provided by your application to send out the package, so that your application knows when to notify the signer.

Otherwise I'm afraid there's no out-of-the-box feature to skip sending invitation emails to particular signers.

Duo

Hello Duo,

Thanks for your reply,

How do we identify, Reviewer and Signer on click of my application "SEND" button? 

If we identify this, then we can notify to only Signers.

Thanks in advance. 

Hi there,

Try this sample code:

        public ISet<Signer> Execute() {
            ISet<Signer> actualSigners = new HashSet<Signer>();

            EslClient eslClient = new EslClient(apiKey, apiUrl);
            DocumentPackage pkg = eslClient.GetPackage(new PackageId(packageId));
            IDictionary<string, Signer> signerDic = pkg.Signers.ToDictionary(signer => signer.Email, signer => signer);
            
            foreach (Document document in pkg.Documents) {
                foreach (Signature signature in document.Signatures) {
                    string signerEmail = signature.SignerEmail;
                    actualSigners.Add(signerDic[signerEmail]);
                }
            }
            actualSigners.ToList().ForEach(signer => Debug.WriteLine(signer.Email));

            return actualSigners;
        }

Duo