Notifying Users of Status

DocuSign user notifications can occur through a workflow when a file has returned, or a system email template when a DocuSign call fails.

System Email Template - Failure

ClientSpace users are notified when a DocuSign call fails through the System Email Template, DocuSignFail. The template sends a notification to the Created By user on Insert or Update when the Status equals CS Failure and includes the Log Data from the related Uploaded Files Queue record. The email template is Active by default.

The system uses the retry threshold count for the DocuSign API configuration to determine when to trigger the DocuSignFail email template. If a DocuSign call fails, the system evaluates the number of retry attempts for the DocuSign call and the max number of retries set in the retrythreshold field for the DocuSign API configuration. If the number of retries for the DocuSign call is less than the threshold, the system will try again before triggering the DocuSignFail email template. If the number of retries equals the threshold, the system will trigger the DocuSignFail email template. See Configuring the API Record for more information about the retry threshold.

Workflow

You can create a workflow to notify users when a file has returned to ClientSpace. Use the following HrdActions in the Workflow:

  • DOCUSIGN_COMPLETED indicates the signing process completed.
  • DOCUSIGN_DECLINED indicates the process was declined by a signer.
  • DOCUSIGN_VOIDED indicates the process was voided (canceled).

When creating your workflow:

  1. In Step 1 Channel, set the following:

Execution Pipeline

Select DocuSign.

Triggering Form

Select the form to which the completed files are uploaded. In our example, we used the Collateral dataform.

Field

Select HdrAction.

Value

In Value:

  1. Select Other Value.
    The Header Action Value dialog box opens.
  2. In Value, type one of the following:
    • DOCUSIGN_COMPLETED
    • DOCUSIGN_DECLINED
    • DOCUSIGN_VOIDED
  3. Click Ok.
  1. For more details on creating a Workflow, see Configuring your Workflow Channel.