How to trigger an event when an envelope is delivered to a recipient in DocuSign
Here is how to trigger an event when an envelope is delivered to a recipient in docusign
- First click on the "Admin" tab in the top navigation menu
- Then scroll down the page to view additional 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 you want to enable a trigger event 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" accordion to expand it
- Then click on the "Recipient Delivered" checkbox under Recipient Events
- Next scroll down the page to view additional configuration options
- Finally click on the "Save Configuration" button to save the changes
Why should you trigger an event when an envelope is delivered to a recipient in DocuSign
DocuSign streamlines digital transactions with secure electronic signatures.
Triggering an event when an envelope is delivered ensures you're instantly alerted, enhancing your workflow and response time.
This feature automates the notification process, allowing you to focus on more crucial tasks rather than manually tracking each envelope.
Staying prompt and informed not only boosts efficiency but also significantly improves client satisfaction and decision-making processes.
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