docusignapiemail-templatesbranding

customize email template for docusign api


We want to apply our dynamic content/text on notification email send by docusign to signers. DocuSign sends many different notification email to signers about envelope create, send, declined, completed and etc. We want to customize those default templates of docusign through the REST API. In these customized email templates, we will have our own merge fields which can be replaced with our user's data. Is there any API method or options available so we can achieve this.

Thanks


Solution

  • In your CreateEnvelope Api call, you can specify customized emailSubject and emailBlurb at envelope & recipient level

    In the following example,

    JSON

     {
       "emailSubject": "Email Subject to all recipients",
       "emailBlurb": "Email body to all recipients",
       "recipients": {
         "signers": [
           {
             "recipientId": 1,
             "email": "recipient1@foobar.com",
             "name": "recipient one",
             "emailNotification": {
               "emailSubject": "This is recipient one subject",
               "emailBody": "This is recipient one email body"
             }
           },
           {
             "recipientId": 2,
             "email": "recipient2@foobar.com",
             "name": "recipient two"
           }
         ]
       }
     }
    

    Creating from Templates

    You can also insert recipient name and email address merge fields into the email subject line when creating or sending from a template. here


    Email Resource File

    This is not a Rest Api operation, but you can also configure custom resource files for emails in your account configuration using the Docusign Web Console. YOu can then specify the Brand Id in your createEnvelope Rest Api call See this answer