Add some recipients as Viewer only
Tuesday, August 8, 2023 at 06:03amWe 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 ?
Reply to: Add some recipients as Viewer only
Tuesday, August 8, 2023 at 09:01amHi 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
Reply to: Add some recipients as Viewer only
Monday, August 28, 2023 at 09:40amHi 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
Reply to: Add some recipients as Viewer only
Thursday, August 31, 2023 at 07:10amHi Duo ,
Please let me know on above query when you get time. Thanks
Reply to: Add some recipients as Viewer only
Thursday, August 31, 2023 at 08:47amHi 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