shivgonarkar | Posts: 22

Add some recipients as Viewer only

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We have integrated with Onespan using REST API. Just wanted to check , If it is possible to add additional recipients in CC, not as signers, but as viewers only. E.g. make sure everyone listed as an additional recipient gets a copy of it when the transaction complete. is there anyway to achieve this ?


Approved Answer
Duo_Liang | Posts: 3776

Reply to: Add some recipients as Viewer only

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Hi shivgonarkar,

 

Thanks for your post!

If your CC/BCC list is fixed, you can modify the email templates in your account as per this developer blog.

However, if you have different additional recipients per transaction, you'd still add them as signers to the transaction and don't assign signature to them. If you just want them to receive completion email not the activation email, you can either (1)enable signing order, let them sign at the end, so that they will only receive the email when the transaction completed, but there are still duplicated activation emails, or (2)disable the email.activate template completely, and only send signing invitation to genuine signers programmatically.

 

Duo


shivgonarkar | Posts: 22

Reply to: Add some recipients as Viewer only

0 votes

Hi Duo ,

I tried option 1 on sandbox , last role did not receive email even though "deliverDocumentsByEmail": true .

could you please check once.

Package Id :  IrhWT26X7sl9yjTixvNX8sYVS4A=

sandbox url:  https://sandbox.esignlive.com/login


shivgonarkar | Posts: 22

Reply to: Add some recipients as Viewer only

0 votes

Hi Duo ,

Please let me know on above query when you get time. Thanks


Duo_Liang | Posts: 3776

Reply to: Add some recipients as Viewer only

0 votes

Hi shivgonarkar,

 

Sorry that I missed your last reply. Just checked in backoffice and two of the completion emails were failed to be delivered, see attachment. I noticed that these two emails consistently failed to receive completion emails, even in your other test transactions. However, I can't find the detailed failure reason in logs. Did your account owner receive any email notification about the email bounce, or do you have any ideas why these two emails failed to receive completion email?

 

Duo


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