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ibm-ecm / ibm-content-navigator-samples

Apache License 2.0
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Docusign email signature is sending the document twice within the email #9

Closed xavnicnsi closed 2 years ago

xavnicnsi commented 2 years ago

Hello emshedu,

I was doing some testing and found that the email for signature is sending the document twice to review. In my test, I have 2 recipients and as the document is sent twice within the email, my both signees have to complete twice the signing part before the process is completed below the both review to do by each recipient image

emshedu commented 2 years ago

Hi! i believe the double send is a result of Docusign API. ICN sends one, and docusign sends a follow up. However one can complete the sign-in process with any one of the notification. Clicking on "review document" redirects you to docusign app, where the signature process is actually done. i do not see that any user has to append signature on both, in your case four emails before the signing process is complete. Did i understand the problem statement above?

xavnicnsi commented 2 years ago

From the last test I ran, I was unable to get the signing process complete until each recipient review both documents within the same email. In my docusign template, I filled the email of each recipient, and then from ICN , I filled the email of each recipient (same as the template) as asked by the plugin. I'll ran a test lter today and let you know the result. thanks anyway!

xavnicnsi commented 2 years ago

Hello, if name field is empty in the template and only the email address is filled for each recipient in the template, then only 1 document is sent for signing process for each recipient to complete the whole signing process. So that part is clarified. Tx. I'll be waiting for the upcoming update about the plugin

emshedu commented 2 years ago

Thank you. I will make sure to update you once it is ready

xavnicnsi commented 2 years ago

Hello emshedu, May I ask you if you have any visibility for auto checkin, when it would be available? TIA

emshedu commented 2 years ago

The autocheckin feature should be ready and merged next week

xavnicnsi commented 2 years ago

Great news! Thanks emshedu!

emshedu commented 2 years ago

Hi the plugin has been updated with the latest code. Please let me know if you find everything well

xavnicnsi commented 2 years ago

Hi, many thanks. I'll test it out and let you know. Tx again