How to trigger an event when an envelope is resent to a recipient in DocuSign
Here is how to trigger an event when an envelope is resent to a recipient in docusign
- First click on the "Admin" link in the top navigation menu
- Then scroll down to view more options
- 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 expand the "Envelope and Recipients" section by clicking on the arrow down button next to it
- Then check the "Recipient Resent" checkbox in the Envelope Events section
- Next scroll down to the bottom of the page using the scrollbar
- Finally click on the "Save Configuration" button to save the changes
Why should you trigger an event when an envelope is resent to a recipient in DocuSign
DocuSign is a leading electronic signature platform designed to simplify and secure the management of digital documents.
Triggering an event when an envelope is resent to a recipient enhances tracking and workflow efficiency.
This feature allows users to automatically update records and notifications, ensuring all stakeholders stay informed.
Utilizing this capability streamlines communication and reduces redundancies, ultimately optimizing productivity.
Last update
