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How to exclude recipient details from webhook payloads in DocuSign

Here is how to exclude recipient details from webhook payloads in docusign

  1. First click on the "Admin" tab in the top navigation menu
  2. Then scroll down the page to view more content
  3. Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
  4. Then click on the "Actions" dropdown button next to a custom configuration in the configurations table
  5. Next click on the "Edit" option from the Actions dropdown menu
  6. Then scroll down the page to view the Trigger Events section
  7. Next click on the expand arrow for the "Envelope and Recipients" trigger event
  8. Then scroll down and click the Include Data dropdown button
  9. Next uncheck the "Recipients" checkbox to disable recipient data in the payload
  10. Then scroll down to the bottom of the configuration page
  11. Finally click on the "Save Configuration" button to save the changes
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Why should you exclude recipient details from webhook payloads in DocuSign

DocuSign is a leading e-signature solution designed to simplify and secure digital transaction management.

The feature to exclude recipient details from webhook payloads ensures enhanced privacy by keeping sensitive information undisclosed. This is particularly beneficial for organizations that prioritize data protection.

By leveraging this feature, businesses can streamline operations while adhering to stringent privacy standards, providing peace of mind to both senders and recipients.

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