How to exclude document fields from webhook payloads in DocuSign
Here is how to exclude document fields from webhook payloads in docusign
- First click on the "Admin" link in the top navigation menu
- Then scroll down the page to view more content
- Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
- Then click on the "Actions" dropdown button next to a custom configuration in the configurations table
- Next select the "Edit" option from the Actions dropdown menu
- Then scroll down the page to view the Trigger Events section
- Next click on the "Envelope and Recipients" dropdown to expand it
- Then scroll down and click the Include Data dropdown button
- Next uncheck the "Document Fields" checkbox to disable it it in the Include Data section
- Then scroll down to the bottom of the page to view the save button
- Finally click on the "Save Configuration" button to save the changes
Why should you exclude document fields from webhook payloads in DocuSign
DocuSign is an innovative platform designed to streamline electronic agreements, making document signing fast and hassle-free.
The feature to exclude document fields from webhook payloads in DocuSign enhances data privacy and operational efficiency. By allowing users to selectively omit sensitive or unnecessary data when setting up webhooks, this feature ensures that only relevant information is transmitted, reducing complexity.
Employing this option not only strengthens data security but also optimizes bandwidth usage and minimizes potential processing errors, offering a smoother workflow experience.
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