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DocuSign

Information Guide

DocuSign Email Resource File

Overview

This guide provides information about the default email messages and formats contained in the branding email resource file in the DocuSign system.

The information in the master email resource file can all be modified and then uploaded to a brand profile for your account to provide a customized email experience for your recipients. The modified resource file is only used by the brand profile the file is uploaded into. The colors and logos used for the email views can be set in the account branding page for your account or by editing the HTML body emails in the email resource file.

This option for using branding resource files is not normally enabled for an account. Contact your Account Manager to enable this option.

Important: Using resource files for account branding is an advanced option. This option should only

be used by someone experienced in working with XML and HTML files. This information guide does not provide specific information about modifying XML and HTML information.

For more information on branding your account and editing your default account messages, contact your DocuSign Account Manager.

Important: Resource files are subject to change without notice. If you customize the Email Resource

file, please review your email views with each new DocuSign release.

Table of Contents

General Resource File Information ... 2

Uploading and Downloading the Email Resource File ... 2

Email Resource File Editing Information ... 4

Email Resource File Usage ... 6

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General Resource File Information

Resource files are an optional method to control some elements, such as the text shown, in your account sending view, signing view, and for emails sent by your account. The ability to use the resource file option is not normally enabled for an account; contact your Account Manager or DocuSign Support for more information about enabling this option in your account.

Important: Using resource files for account branding is an advanced function. The resource files are

XML files and this option should only be used if you have an experienced XML programmer available to work with your resource files. Changes to resource file must be done with an XML editor; files changed with other applications might not function correctly when uploaded to the DocuSign system.

Branding uses three master resource files; one for sending (DocuSign_SendResources.xml), one for signing (DocuSign_SignResources.xml) and one for email messages

(DocuSign_EmailResources.xml).

To use resource files for custom branding, download the appropriate master resource file for the information you want to change, modify the resource file, and then upload your modified file to the DocuSign system. Once uploaded, the brand changes are implemented for the brand profile. When you upload a modified resource file, only the differences between your modified file and the master file are saved by the system. You can modify and upload one, two, or all of the master resource files to customize them for your account. If you do not upload a modified resource file, the system will use default information in the master resource file.

Uploading and Downloading the Email Resource File

IMPORTANT: The resource files are subject to change without notice. If you use customized

resource files, please review your information with each new DocuSign release.

This section explains how to access your account branding profile to download and upload an email resource file for a brand profile. You can have different email resource files for each brand profile.

1. From the Classic DocuSign Experience web application, click your profile image in the upper right

of the console and select Preferences. The Preferences page is displayed.

2. In the navigation panel on the left side of the page, under the Account Administration heading,

click Branding.

Alternately, you can also get to account branding from the Features page and clicking the

Account Branding link in the Manage Account section.

The Branding page is displayed.

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DocuSign Email Resource File Information Guide

3. In the list of brand profiles, find the profile with the resource file you want to work with and click edit. The information for the selected profile is shown.

4. Click the Resources tab to work with the resource files:

• To download the master email resource file, in the Email Resources section select the download language for the master resource file and click the Download Master button.

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Email Resource File Editing Information

The email formats are HTML and plain text information wrapped in XML and files must follow XML standard formats.

When you open the resource file you can edit the HTML body and plain text body information in the file. When editing the HTML body text, DocuSign recommends that you also make the corresponding changes to the plain body text. DocuSign sends both in an email and some email client software uses the plain text body for email preview or when the user chooses not to read as HTML.

The email templates in the email resource file are used for both web email and mobile email. You cannot create separate email templates for web and mobile email.

DocuSign recommends that you do not change the location of buttons in the email text.

Modified resource files must be saved as xml files. After editing and saving the email resource file, you can upload it to the appropriate brand profile. DocuSign recommends that you test any resource file changes in your demo account before uploading it to production.

Language Codes

The email resource file has a two-letter language code at the start of the resource file that sets the language used for emails in the file. This code can be used to customize emails for a particular language.

If a value other than ‘en’ is entered for this, when a recipient views an email with that language the setting, the information for the modified email template is used. There can be multiple language wrappers in a resource file.

Note: If you modify the email with changes for a specific language, you should make similar changes

for all possible languages that your recipients might use. If the recipient changes to a language not set in your email resource file, then the default DocuSign email format for that language is used.

Example: If you want to customize the email templates AccountActivationFailed and

CarbonCopyNotification for English (en), German (de), and French (fr), you would set up the resource file as follows:

<root version="1.1">

<language twoletterisoname="en">

<data name="AccountActivationFailed_HtmlBody"> [specific email information for English] <data name="CarbonCopyNotification_HtmlBody"> [specific email information for English] </language>

<language twoletterisoname="de">

<data name="AccountActivationFailed_HtmlBody"> [specific email information for German] <data name="CarbonCopyNotification_HtmlBody">

[specific email information for German] </language>

<language twoletterisoname="fr">

<data name="AccountActivationFailed_HtmlBody"> [specific email information for French] <data name="CarbonCopyNotification_HtmlBody">

[specific email information for French] </language>

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DocuSign Email Resource File Information Guide

Replacement Characters

For the following characters, you must use the XML numeric replacement value in the email body. Using HTML characters will cause an error when parsing the XML file.

Original Character XML Numeric Replacement

Ampersand & &#38;

Apostrophe (single-quote) ‘ &#39; Quote (double-quote) “ &#34;

Less than < &#60;

Greater than > &#62;

Merge Fields

Information in double brackets [[ ]] in the HTML and plain text body sections are merge fields that are automatically filled in when the email is generated.

Note: New merge fields cannot be added to an email template. However if the merge field is already

used in the email, it can be added into the email again in a different location. For example you cannot add the [[Data:DeclineReason]] merge field to the Envelope Declined email, but you could add new text with the [[Data:RecipientName]] merge field.

There are several types of merge fields used in the email resource file:

• Data merge fields: these merge fields insert DocuSign data, such as the recipient or sender name, into the email.

Example: [[Data:RecipientName]] displays the email recipient’s name in the email. • Brand merge fields: these merge fields insert branding information, such as colors and logos,

into the email. These merge fields can be changed in the resource file to change colors and logos independent of the branding set in the web application.

Example: [[BrandString:ButtonPrimaryTextColor]] sets the text color used in the primary button in the email.

Note: If you want to use an email header logo that is not stored in DocuSign Brand Profile

email logo, on the brand logo line in the HTML body (<td style="padding:10px 24px;"><img style="border:none;" width="[[BrandString:LogoWidth]]" src="[[Data:PresetPath]][[BrandString:LogoPath]]"

alt="[[BrandString:LogoAltText]]"/></td>) you must change the

src="[[Data:PresetPath]][[BrandString:LogoPath]] information to the correct location of the logo.

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did not add an email message, the DocuSign default email information after [[Conditional:EmailBlurbUseDefault]] is used.

Example 2: If the sender of an email has uploaded an image to their ID card, then the image is shown in emails with the line [[Conditional:SenderThumbnailImage]]<td

style="padding-right:12px;padding-bottom:20px;"><img

style="height:40px;width:40px;-webkit-border-radius:2px;-moz-border-radius:2px;border-radius:2px;" height="40" width="40"

src="[[Data:SenderThumbnailImage]]". If the sender has not uploaded an image, then nothing is shown.

Note: You can remove the sender image from an email by removing the line

“[[Conditional:ShowIntroductionSender]][[Conditional:SenderThumbnailIm age]]<td style="padding-right:12px;padding-bottom:20px;"><img

style="height:40px;width:40px;-webkit-border-radius:2px;-moz-border-radius:2px;border-radius:2px;" height="40" width="40"

src="[[Data:SenderThumbnailImage]]" alt="Picture of

[[Data:SenderName]]" /></td>" /></td>” from the HTML body of the email template.

Example 3: For the following line if the SenderCompany information is blank, then the information after the [[ConditionalSenderCompany]] token until the next line break (HTML code &#13;) is not shown in the email. If the HTML line break was not in place, then none of the information after [[ConditionalSenderCompany]] would be shown.

<td style="font-size:16px;color:#000001;font-family:arial;font-weight:bold;">Sent on behalf of [[Data:SenderName]]

[[Conditional:SenderCompany]], at [[Data:SenderCompany]] &#13; [[Conditional:EmailBlurbUseDefault]]

[[Conditional:DocumentNames]]Please DocuSign [[Data:DocumentNames]]

Email Resource File Usage

In general, the email resource file associated with the brand profile set as the Send Default is used for emails sent by the account.

If your account has multiple brand profiles, users with access to multiple brand profiles can set the profile used when creating a template or sending documents. In this case, the email resource file associated with the selected brand profile is used for the emails.

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DocuSign Email Resource File Information Guide

Reviewing Email Resource File Edits

After uploading a modified email resource file, you can review the changes made to the email templates in the Resources tab for the brand profile. The email template preview pane is below the email resource upload/download buttons in the Resources tab.

Note: If you have not uploaded an email resource file, the preview pane is blank.

To view a modified email template, select the email template data name in the Modified Templates list. Only the email templates that differ from the master resource file are shown in the list.

The Brand merge fields will use the brand profile settings or the brand information set in the template. The Data and Conditional merge fields are filled in with generic information.

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Account Activation Failed

This email is sent to administrators when a new user is unable to pass the security check to activate their membership in an account.

HTML View

Plain Text Body

Hello [[Data:SenderName]],

[[Data:RecipientName]] was unable to pass the security check, and was therefore unable to activate their account.

To unlock the activation, go to preferences screen, select the 'Manage Users' option, select the user, and click 'Send Activation'. You will have the opportunity to re-enter the same or new code, or send without an access code.

Be sure to communicate the access code to the user.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]]

[[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Agent Notification

This email is sent to recipients with an Address Recipients, Manage Recipients, or Manage Envelope recipient action. This recipient action is only available to certain plan types and might not be enabled for your account.

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Plain Text Body

Hello [[Data:RecipientName]], [[Data:EmailBlurb]]

[[Data:RecipientNote]] [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

BCC Email Activation

This email is sent to a BCC email address to activate the email archiving for that email address. The email archiving feature is only available to certain plan types and might not be enabled for your account.

HTML View

Plain Text Body

Hello [[Data:RecipientName]],

This email message has been sent because you have activated the email BCC archiving feature for your account.

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Carbon Copy Notification

This email is sent to a recipient with a ‘Receive a copy’ recipient action.

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DocuSign Email Resource File Information Guide

Plain Text Body

Hello [[Data:RecipientName]], [[Data:EmailBlurb]]

[[Conditional:RecipientNote]]Notes

[[Conditional:RecipientNote]][[Data:RecipientNote]] [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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Certified Delivery Notification

This email is sent to a recipient with an ‘Acknowledge receipt’ recipient action. This recipient action is only available to certain plan types and might not be enabled for your account.

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DocuSign Email Resource File Information Guide

Plain Text Body

[[Data:EmailBlurb]]

[[Conditional:RecipientNote]]Notes

[[Conditional:RecipientNote]][[Data:RecipientNote]] [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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Change Email Confirmation

This email is sent to an account user when the email address used for the user’s DocuSign account is changed. This is usually a user initiated process.

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DocuSign Email Resource File Information Guide

Plain Text Body

Hello [[Data:RecipientName]],

[[Data:SupportName]] has received your request to change the Email Address that you use with [[Data:ProductName]].

To confirm that you have access to your new email address, you please click the button. [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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Change Email Notice

This email is sent to an account user at their original email address when a change of email address is requested for the user. This is usually a user initiated process.

HTML Version

Plain Text Body

Hello [[Data:RecipientName]],

[[Data:SupportName]] has received a request to change the Email Address that you use with

[[Data:ProductName]]. A confirmation email was sent to the new email address, '[[Data:NewEmail]]'. If you did not request to change your email address, you should immediately notify

[[Data:SupportName]] at [[Data:SupportEmail]].

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Change Password Request

This email is sent to an account user when they request a password reset.

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Plain Text Body

Hello [[Data:RecipientName]],

[[Data:SupportName]] has received your request to change the password you use with [[Data:ProductName]].

To change your password, please click the button. [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Change Signer

This email is sent to a sender when a recipient changes the signer for documents. The digital certificate information will only appear if the sender requests that the signer use a digital certificate.

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Plain Text Body

Hello [[Data:SenderName]],

[[Data:OriginalRecipientName]] will be sent a copy of the document when all parties have completed signing.

[[Conditional:ShowDigitalCertSafe]]Step 1: Confirm you have a valid digital certificate with

[[Data:DigitalCertificateIssuer]] and log in to your account. If you don't have one, please sign up for one now using this link: [[Data:DigitalCertificateIssuerLink]]

[[Conditional:ShowDigitalCertSafe]]Step 2: Review and sign your documents. You will be asked to log in to your digital certificate account during the signing process.

[[Conditional:ShowDigitalCertExpress]]The Sender has requested that this document be digitally signed via the application of a DocuSign Express Digital Certificate. This digital certificate will be automatically issued and applied for you during the signing process.

[[Conditional:ShowDigitalCertOpenTrust]]The Sender has required this document to be digitally signed via the application of an OpenTrust Protect &#38; Sign digital signature. A digital certificate will be automatically issued and applied for the Signer during the signing process.

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Digital Signatures Pending

This email is sent to signers that need to apply a digital signature to documents after all other signers have electronically signed the documents. The email message presented to the signer depends on conditional items, such as if the digital signature is optional or if this is a reminder/expiration email.

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Plain Text Body

Hello [[Data:RecipientName]],

[[Conditional:DigitalSignatureNeeded]]Your documents have been electronically signed by all the signing parties, and are ready for you to apply a digital signature to seal the documents. Please click on the link below to begin a digital signing session.

[[Conditional:NoDigitalSignatureNeeded]]Your documents have been electronically signed by all the signing parties, and are ready for digital signing to seal the documents. You do not have to digitally sign the documents, but other signers do. When the other signers have completed digitally signing, you will be notified that the envelope is complete.

[[Conditional:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]] at 11:59 pm [[Data:TimeZone]].

REVIEW DOCUMENT [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Document Markup Activation

This email is sent to recipients that have signed documents that were later modified with the document or field markup features. The document and field markup features are only available to certain plan types.

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Plain Text Body

Hello [[Data:RecipientName]],

The documents you recently signed, [[Data:Subject]], have some recommended changes. [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Draft Envelope Completed

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Draft Envelope Failed

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Envelope Activation Failed

This email is sent to a sender when a recipient fails an authentication check.

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Plain Text Body

Hello [[Data:SenderName]],

[[Data:RecipientName]] was unable to pass authentication for [[Data:Subject]]. [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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Envelope Activation With No Notary Selected

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Envelope Activation With Notary Selected

This email is sent to a recipient with a ‘Sign with Notary’ recipient action. The send with electronic Notary feature is only available to certain plan types and might not be enabled for your account.

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Plain Text Body

From: [[Data:SenderName]] ([[Data:SenderEmail]])[[Data:SenderCompany]] Hello [[Data:RecipientName]],

[[Data:SenderName]] has requested that you electronically sign documents while witnessed by a notary public.

[[Data:EmailBlurb]] [[Data:RecipientNote]]

The following notary public will contact you to schedule a convenient time and location to conduct the signing ceremony:

[[Data:NotaryName]] [[Data:NotaryEmail]] [[Data:NotaryPhone]] [[Data:NotaryAddress]]

In the meantime, you can review the documents which you will be asked to sign. [[Data:PreviewURL]]

Thank you!

[[Data:SenderName]]

[[Conditional:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]] at 11:59 pm [[Data:TimeZone]].

REVIEW DOCUMENT [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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Envelope Activation

This email is sent to a recipient with a ‘Sign’ recipient action. The digital certificate information will only appear if the sender requests that the signer use a digital certificate.

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Plain Text Body

Hello [[Data:RecipientName]], [[Data:EmailBlurb]]

[[Conditional:RecipientNote]]Notes

[[Conditional:RecipientNote]][[Data:RecipientNote]]

[[Conditional:ShowDigitalCertSafe]]Step 1: Confirm you have a valid digital certificate with

[[Data:DigitalCertificateIssuer]] and log in to your account. If you don't have one, please sign up for one now using this link: [[Data:DigitalCertificateIssuerLink]]

[[Conditional:ShowDigitalCertSafe]]Step 2: Review and sign your documents. You will be asked to log in to your digital certificate account during the signing process.

[[Conditional:ShowDigitalCertExpress]]The Sender has requested that this document be digitally signed via the application of a DocuSign Express Digital Certificate. This digital certificate will be automatically issued and applied for you during the signing process.

[[Conditional:ShowDigitalCertOpenTrust]]The Sender has required this document to be digitally signed via the application of an OpenTrust Protect &#38; Sign digital signature. A digital certificate will be automatically issued and applied for the Signer during the signing process.

[[Conditional:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]] at 11:59 pm [[Data:TimeZone]].

REVIEW DOCUMENT [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Envelope Corrected

This email is sent to a recipient after the sender has corrected document information.

HTML View

Plain Text Body

Hello [[Data:RecipientName]],

[[Data:SenderName]] has corrected [[Data:DocumentNames]] As a result, you no longer have access.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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Envelope Declined

This email is sent to all other recipients after one recipient has declined to sign the documents.

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Plain Text Body

Hello [[Data:RecipientName]],

[[Data:DeclinerName]] declined [[Data:DocumentNames]]. As a result, the documents cannot be completed.

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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Envelope Payment Failed Sender

This email is sent to the sender if a recipient fails the payment processing step when signing. The payment processing feature is only available to certain plan types and might not be enabled for your account.

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Plain Body Text

Hello [[Data:RecipientName]],

[[Data:Information]] has failed for [[Data:RecipientName]] because: [[Data:Error]]

Please check your account and resolve this problem directly with [[Data:RecipientName]]. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Envelope Payment Failed Signer

This email is sent to a recipient if they fail the payment processing step when signing. The payment processing feature is only available to certain plan types and might not be enabled for your account.

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Plain Text Body

Hello [[Data:RecipientName]],

[[Data:Information]] has failed for [[Data:RecipientName]] because: [[Data:Error]]

Please check your account and resolve this problem directly with [[Data:RecipientName]]. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

Envelope Voided

This email is sent to recipients after the sender voids the documents.

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Plain Text Body

Hello [[Data:RecipientName]],

As a result, [[Data:EnvelopeID]] can no longer be accessed. [[Data:VoidReason]]

[[Data:Subject]] was voided for the following reason:

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

Do Not Share This Email

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

Need Help?

Visit our Support Site or contact us at [[Data:SupportEmail]]. The Global Standard For Digital Transaction Management™

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Failed Envelope Vaulting

This email is sent when the attempt to transfer (vault) an envelope to eOriginal fails. Vaulting is only available to certain plan types and might not be enabled for your account.

HTML View

Plain Text Body

Hello [[Data:RecipientName]],

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Fax Received Wet Sign (signing complete)

This email is sent to recipients that faxed information to DocuSign to complete their documents and the fax has been received by DocuSign. Returning documents by fax is only available to certain plan types and might not be enabled for your account.

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Plain Text Body

Hello [[Data:RecipientName]],

Fax has been received and added to [[Data:DocumentNames]].

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Fax Received (signing not complete)

This email is sent to recipients that faxed information to DocuSign, but have not completed the documents. Returning documents by fax is only available to certain plan types and might not be enabled for your account.

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Plain Text Body

Hello [[Data:RecipientName]],

Fax has been received and added to [[Data:DocumentNames]]. [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Forgotten Password

This email is sent to users that have requested to change their password due to a forgotten or misplaced password. The number of forgotten password questions shown depends on the account password strength settings.

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Plain Text Body

Hello [[Data:RecipientName]],

[[Data:SupportName]] received your request to change your password.

[[Conditional:ForgotPasswordQuestion1]]When you originally created your password, you entered the following forgot password questions:

[[Conditional:ForgotPasswordQuestion1]][[Data:ForgotPasswordQuestion1]] [[Conditional:ForgotPasswordQuestion2]][[Data:ForgotPasswordQuestion2]] [[Conditional:ForgotPasswordQuestion3]][[Data:ForgotPasswordQuestion3]] [[Conditional:ForgotPasswordQuestion4]][[Data:ForgotPasswordQuestion4]] Please contact [[Data:SupportName]] if you did not initiate this request. [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

In Session Recipient Envelope Signed

This email is sent to in-session recipients (also known as embedded or captive recipients) after they complete signing. The sending of this email can be suppressed by selecting the Suppress Email to

Embedded Signers option in the Preferences - Features settings.

HTML View

Plain Text Body

Hello [[Data:RecipientName]],

Thank you for signing your documents.

If you did not DocuSign with [[Data:SenderName]], please contact support.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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DocuSign Email Resource File Information Guide

In Session Recipient Envelope Viewed

This email is sent to in-session recipients after they view documents without completing their actions. The sending this email can be suppressed by selecting the Suppress Email to Embedded Signers option in the Preferences - Features settings.

HTML View

Plain Text Body

Hello [[Data:RecipientName]], Thank you for viewing your documents.

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Instant Account Activation Personal

This email is sent to a recipient when activating a DocuSign account.

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Plain Text Body

Hello [[Data:RecipientName]], Thank you for choosing DocuSign.

You're just one step away from experiencing the benefits of DocuSign's electronic signature solution. Please click the 'Activate' button above to verify your email address and complete your account registration process.

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Instant Account Activation

This email is sent to a recipient when activating a DocuSign account.

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Plain Text Body

Hello [[Data:RecipientName]],

Please click the 'Activate' button to finish your account activation. Thank you for choosing DocuSign.

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Notary Request For Existing Notary

This email is sent to the Notary selected for a ‘Sign with Notary’ recipient action. The send with electronic Notary feature is only available to certain plan types and might not be enabled for your account.

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Plain Text Body

Notary Service Requested

From: [[Data:SenderName]] ([[Data:SenderEmail]])[[Data:SenderCompany]] Hello [[Data:RecipientName]],

[[Data:SenderName]] has requested you act as notary public for an electronic signature ceremony. [[Data:EmailBlurb]]

[[Data:RecipientNote]]

To complete this process, please follow these steps:

Step 1: Sign into your DocuSign account and verify that your commission information is up to date. [[Data:NotaryLoginURL]]

Step 2: Contact the signer to set up a time and location to sign: [[Data:SignerName]]

[[Data:SignerEmail]] [[Data:SignerPhone]] [[Data:SignerAddress]]

Step 3: When you are with the signer, begin the signing ceremony.

[[Conditional:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]] at 11:59 pm [[Data:TimeZone]].

[[Data:QuickURL]]

Visit DocuSign.com, click 'Access Documents', and enter the security code:

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Notary Request For Unregistered Notary

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OFAC Failed

This email is sent to an administrator when a recipient is found on the Office of Foreign Assets Control (OFAC) Special Designated Nationals list during authentication.

HTML Version

Plain Text Body

Hello [[Data:RecipientName]],

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Purge Documents

This email is sent to document recipients 14 days before the documents are purged from the

DocuSign system, and again 7 days before the documents are purged. Documents are purged from the system based on the number of days to retain document set in the Preferences - Features -

Document Retention setting or if a specific request is sent through the DocuSign APIs. If your

account has not set the Document Retention information or requested a document purge using the APIs, then your documents are retained indefinitely.

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Plain Text Body

Hello [[Data:RecipientName]],

Documents from [[Data:Subject]] (ID:[[Data:EnvelopeID]]) are scheduled to be purged on [[Data:PurgeDate]] at Midnight ET.

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Reassign Signer

This email is sent to a new recipient when the original recipient uses the Change Signer (assign to someone else) option. The digital certificate information will only appear if the sender requests that the signer use a digital certificate.

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Plain Text Body

[[Data:OriginalRecipientName]] received documents to electronically sign from [[Data:SenderName]], but determined that you should sign in their place.

[[Data:EmailBlurb]]

[[Conditional:ShowDigitalCertSafe]]Step 1: Confirm you have a valid digital certificate with

[[Data:DigitalCertificateIssuer]] and log in to your account. If you don't have one, please sign up for one now using this link: [[Data:DigitalCertificateIssuerLink]]

[[Conditional:ShowDigitalCertSafe]]Step 2: Review and sign your documents. You will be asked to log in to your digital certificate account during the signing process.

[[Conditional:ShowDigitalCertExpress]]The Sender has requested that this document be digitally signed via the application of a DocuSign Express Digital Certificate. This digital certificate will be automatically issued and applied for you during the signing process.

[[Conditional:ShowDigitalCertOpenTrust]]The Sender has required this document to be digitally signed via the application of an OpenTrust Protect &#38; Sign digital signature. A digital certificate will be automatically issued and applied for the Signer during the signing process.

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Recipient Add Access Code

This email is sent to recipients that started a signing and require email validation code to continue the signing process. This is typically used with PowerForms and might not be enabled for your account.

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Plain Text Body

Hello [[Data:RecipientName]],

Copy and enter the validation code into the access page to continue signing. [[Data:RecipientAccessCode]]

If you did not start signing [[Data:SubjectInput]], please contact support. [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Recipient Envelope Complete In Person

This email is sent to in-person signers that added their email during the signing session. The email is sent when the documents are complete.

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Plain Text Body

Hello [[Data:RecipientName]],

All parties have completed [[Data:Subject]]. [[Data:Information]]

[[Data:PromoContent]] [[Data:QuickURL]]

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Recipient Envelope Complete

This email is sent to recipients when all the document actions for all recipients are complete. This email is not sent to in-session recipients (also known as embedded or captive recipients) or in-person signers; there are other email templates specifically used in those cases.

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Plain Text Body

Hello [[Data:RecipientName]],

All parties have completed [[Data:Subject]]. [[Data:Information]]

[[Data:PromoContent]] [[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Recipient Viewed

This email is sent to the sender when a recipient views, but does not complete their actions for a document.

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Plain Text Body

Hello [[Data:RecipientName]],

At [[Data:RecipientDeliveredDateTime]] PDT, [[Data:RecipientName]] opened and viewed your documents[[Conditional:DocumentNames]], [[Data:DocumentNames]].

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Report Subscription Extend

This email is sent to the creator of a scheduled report when the report is generated and report’s end date is within 30 days.

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Plain Text Body

Hello [[Data:RecipientName]],

Your scheduled report '[[SubjectInput]]' is attached. Alert: The schedule for this report will expire soon.

[[ReportSubscriptionExtend.ExtendTheSchedulePlainText]] [[Data:QuickURL]]

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Report Subscription Results

This email is sent to a scheduled report recipient when the report is generated.

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Plain Text Body

Hello [[Data:RecipientName]],

[[Data:SenderName]] ([[Data:SenderEmail]]) has sent you a copy of a scheduled report. [[Data:EmailBlurb]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

[[Data:QuickURL]]

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Reserved Domain Account Creation Attempt

This email is sent to account administrators for accounts that have reserved domains enabled when someone tries to create a new account using the account’s reserved domain email information.

HTML View

Plain Text Body

Account Creation Blocked

A visitor to DocuSign.com attempted to create a DocuSign account using this email address:

[[Data:ReservedDomainEmail]]. We did not create the account for the visitor because your DocuSign account reserves use of that email domain in the DocuSign system.

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Reset Password Request

This email is sent to an account user when they request a password reset.

HTML Version

Plain Text Body

Hello [[Data:RecipientName]],

DocuSign has received your password reset request. [[Data:QuickURL]]

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Sender Delivery Failed

This email is sent to a sender if there is an email delivery failure for documents they sent.

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Plain Text Body

Hello [[Data:RecipientName]],

Delivery failed to [[Data:RecipientName]] at [[Data:RecipientDeliveryFailedDateTime]] for [[Data:Subject]].

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

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221 Main Street, Suite 1000, San Francisco, CA 94105Ι Tel. 866.219.4318 Ι www.docusign.comΙ © DocuSign, Inc. DocuSign Email Resource File Information Guide

Sender Envelope Complete

This email is sent to the sender when all recipients have completed their actions.

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Plain Text Body

Hello [[Data:RecipientName]],

All signers completed [[Data:SubjectInput]] [[Data:Information]]

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic

Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

[[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:SupportEmail]]([[Data:SupportEmail]])

References

Related documents

This guide provides information about how to electronically sign a document and provide requested documents to the sender by uploading or faxing them with the DocuSign ®

See the Using the Bulk Recipient Feature quick start guide or DocuSign Service User Guide for more information about using bulk recipients.. When sending from a template,

Default Value: Please enter the access code to view the document 3 ActivationSec_AccessCodeMsgDefault Sets the text of the Access Code authentication message.. Default Value:

These lines set the text for the Print &amp; Sign: Download Document dialog box used when the signer chooses to return their documents by upload.. # Data Name Description and

If this is the first time you are sending or signing attachments, or you previously logged out of DocuSign, you are asked to log in to an existing account or create a new

DocuSign for SharePoint 2010 allows users to sign or send documents out for signature from a SharePoint library.. This guide provides information on installing, sending, and

Note: If your account is set up to require an ID Question, the system automatically asks the signing host to type the information into the system before starting the signing

When an envelope is sent to a fax recipient, DocuSign adds a fax cover sheet to the envelope and then faxes the envelope to the recipient’s fax number.. The recipient fills in