New DocuSign Experience Email Resource Filev1.1).pdfDocuSign Email Resource File Information Guide...

DocuSign Information Guide

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New DocuSign Experience Email Resource File

Overview

This guide provides information about the default email messages and formats contained in the branding email resource file in the DocuSign system.

The information in the master email resource file can all be modified and then uploaded to a brand profile for your account to provide a customized email experience for your recipients. The modified resource file is only used by the brand profile the file is uploaded into. The colors and logos used for the email views can be set in the account branding page for your account or by editing the HTML body emails in the email resource file.

This option for using branding resource files is not normally enabled for an account. Contact your Account Manager to enable this option.

Important: Using resource files for account branding is an advanced option. This option should only be used by someone experienced in working with XML and HTML files. This information guide does not provide specific information about modifying XML and HTML information.

For more information on branding your account and editing your default account messages, contact your DocuSign Account Manager.

Important: Resource files are subject to change without notice. If you customize the Email Resource file, please review your email views with each new DocuSign release.

Table of Contents

General Resource File Information ...................................................................................................... 2

Uploading and Downloading the Email Resource File .......................................................................... 3

Email Resource File Editing Information .............................................................................................. 7

Email Resource File Usage ............................................................................................................... 10

Reviewing Email Resource File Edits ................................................................................................ 10

Email Template Formats .................................................................................................................... 11

Copyright, Trademark and Patent Information ................................................................................. 110

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DocuSign Email Resource File Information Guide

General Resource File Information

Resource files are an optional method to control some elements, such as the text shown, in your account sending view, signing view, and for emails sent by your account. The ability to use the resource file option is not normally enabled for an account; contact your Account Manager or DocuSign Support for more information about enabling this option in your account.

Important: Using resource files for account branding is an advanced function. The resource files are XML files and this option should only be used if you have an experienced XML programmer available to work with your resource files. Changes to resource file must be done with an XML editor; files changed with other applications might not function correctly when uploaded to the DocuSign system.

Branding uses three master resource files; one for sending (DocuSign_SendResources.xml), one for signing (DocuSign_SignResources.xml) and one for email messages (DocuSign_EmailResources.xml).

To use resource files for custom branding, download the appropriate master resource file for the information you want to change, modify the resource file, and then upload your modified file to the DocuSign system. Once uploaded, the brand changes are implemented for the brand profile. When you upload a modified resource file, only the differences between your modified file and the master file are saved by the system. An account can only upload one of each type of custom resource file, so all changes for all languages must be included in the uploaded files. You can modify and upload one, two, or all of the master resource files to customize them for your account. If you do not upload a modified resource file, the system will use default information in the master resource file.

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Uploading and Downloading the Email Resource File

IMPORTANT: The resource files are subject to change without notice. If you use customized resource files, please review your information with each new DocuSign release.

This section explains how to access your account branding profile to download and upload an email resource file for a brand profile. You can have different email resource files for each brand profile.

1. From the New DocuSign Experience web application, click your profile image in the upper right of the console and select Go To Admin.

2. In the navigation panel on the left side of the page, under the Account heading, click Brands.

Select to go to Admin

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3. In the list of brand profiles, select the brand for the email profile that you want to change. If a brand does not exist then select ADD BRAND to create one.

Select to open this brand

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4. Click on the Resource Files:

If the Resource Files option does not appear then you likely do not have it enabled due to your plan. Contact your account admin to have this feature enabled.

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5. In the Select Resource File Type dropdown, select email and then Download Master.

6. After making changes to the resource file, select Upload on Email Resource File.

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7. Choose the file and select the UPLOAD button.

Note: When a modified resource file is uploaded any previously uploaded file is overwritten and only the elements that differ from the master resource file are saved as your resource file.

An account can only have one custom email resource file, so all changes for all languages must be included in the file you are uploading.

After uploading a custom file, the information about when and who last uploaded resource file is shown below the upload section.

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8. To download or edit the customer resource file, choose one of the following options:

Note: When downloading your resource files, only the modified elements are included in the file.

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Email Resource File Editing Information

The email formats are HTML and plain text information wrapped in XML and files must follow XML standard formats.

When you open the resource file you can edit the HTML body and plain text body information in the file. When editing the HTML body text, DocuSign recommends that you also make the corresponding changes to the plain body text. DocuSign sends both in an email and some email client software uses the plain text body for email preview or when the user chooses not to read as HTML.

The email templates in the email resource file are used for both web email and mobile email. You cannot create separate email templates for web and mobile email.

DocuSign recommends that you do not change the location of buttons in the email text.

Modified resource files must be saved as xml files. After editing and saving the email resource file, you can upload it to the appropriate brand profile. DocuSign recommends that you test any resource file changes in your demo account before uploading it to production.

Language Codes

The email resource file has a two-letter language code at the start of the resource file that sets the language used for emails in the file. This code can be used to customize emails for a particular language.

If a value other than ‘en’ is entered for this, when a recipient views an email with that language the setting, the information for the modified email template is used. There can be multiple language wrappers in a resource file.

Note: If you modify the email with changes for a specific language, you should make similar changes for all possible languages that your recipients might use. If the recipient changes to a language not set in your email resource file, then the default DocuSign email format for that language is used.

Example: If you want to customize the email templates AccountActivationFailed and CarbonCopyNotification for English (en), German (de), and French (fr), you would set up the resource file as follows:

<root version="1.1">

<language twoletterisoname="en">

<data name="AccountActivationFailed_HtmlBody">

[specific email information for English]

<data name="CarbonCopyNotification_HtmlBody">

[specific email information for English]

</language>

<language twoletterisoname="de">


[specific email information for German]


[specific email information for German]

</language>

<language twoletterisoname="fr">


[specific email information for French]


[specific email information for French]

</language>

</root>

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Replacement Characters

For the following characters, you must use the XML numeric replacement value in the email body. Using HTML characters will cause an error when parsing the XML file.

Original Character XML Numeric Replacement

Ampersand & &

Apostrophe (single-quote) ‘ '

Quote (double-quote) “ "

Less than < <

Greater than > >

Merge Fields

Information in double brackets [[ ]] in the HTML and plain text body sections are merge fields that are automatically filled in when the email is generated.

There are several types of merge fields used in the email resource file:

• Data merge fields: these merge fields insert DocuSign data, such as the recipient or sender name, into the email.

Example: [[Data:RecipientName]] displays the email recipient’s name in the email.

Note: The [[Data:Subject]] and Data:SubjectInput]] merge fields can be used interchangeably and both pull from the envelope Subject.

• Brand merge fields: these merge fields insert branding information, such as colors and logos, into the email. These merge fields can be changed in the resource file to change colors and logos independent of the branding set in the web application.

Example: [[BrandString:ButtonPrimaryTextColor]] sets the text color used in the

primary button in the email.

Note: If you want to use an email header logo that is not stored in DocuSign Brand Profile email logo, on the brand logo line in the HTML body (<td style="padding:10px 24px;"><img style="border:none;" width="[[BrandString:LogoWidth]]"

src="[[Data:PresetPath]][[BrandString:LogoPath]]"

alt="[[BrandString:LogoAltText]]"/></td>) you must change the

src="[[Data:PresetPath]][[BrandString:LogoPath]] information to the correct

location of the logo.

• Conditional merge fields: These merge fields are paired with text and other merge fields and only display the text and merge field information in the email when that merge field data actually exists. If no merge field data exists, the information in the HTML or plain text body after Conditional merge field until the next line break is not shown in the email. The end of the line is determined by a line break; either a physical line break in the file or a line break HTML code equivalent ( or
), see Example 3 below.

Example 1: In the Envelope Activation email the [[Conditional:EmailBlurb]] <span style="font-size:15px;color:#333;font-family:Helvetica,Arial,Sans

Serif;line-height:20px;">[[Data:EmailBlurb]] will show the email message the

sender added when sending documents, which is included as Data:EmailBlurb. If the sender did not add an email message, the DocuSign default email information after [[Conditional:EmailBlurbUseDefault]] is used.

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Example 2: If the sender of an email has uploaded an image to their ID card, then the image is shown in emails with the line [[Conditional:SenderThumbnailImage]]<td style="padding-right:12px;padding-bottom:20px;"><img

style="height:40px;width:40px;-webkit-border-radius:2px;-moz-border-

radius:2px;border-radius:2px;" height="40" width="40"

src="[[Data:SenderThumbnailImage]]". If the sender has not uploaded an image,

then nothing is shown.

Note: You can remove the sender image from an email by removing the line “[[Conditional:ShowIntroductionSender]][[Conditional:SenderThumbnailImage]]<td style="padding-right:12px;padding-bottom:20px;"><img

style="height:40px;width:40px;-webkit-border-radius:2px;-moz-border-

radius:2px;border-radius:2px;" height="40" width="40"

src="[[Data:SenderThumbnailImage]]" alt="Picture of

[[Data:SenderName]]" /></td>" /></td>” from the HTML body of the email template.

Example 3: For the following line if the SenderCompany information is blank, then the information after the [[ConditionalSenderCompany]] token until the next line break

(HTML code ) is not shown in the email. If the HTML line break was not in place, then

none of the information after [[ConditionalSenderCompany]] would be shown.

<td style="font-size:16px;color:#000001;font-family:arial;font-

weight:bold;">Sent on behalf of [[Data:SenderName]]

[[Conditional:SenderCompany]], at [[Data:SenderCompany]]

[[Conditional:EmailBlurbUseDefault]]

[[Conditional:DocumentNames]]Please DocuSign [[Data:DocumentNames]]

Email Resource File Usage

In general, the email resource file associated with the brand profile set as the Send Default is used for emails sent by the account.

If your account has multiple brand profiles, users with access to multiple brand profiles can set the profile used when creating a template or sending documents. In this case, the email resource file associated with the selected brand profile is used for the emails.

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Reviewing Email Resource File Edits

After uploading a modified email resource file, you can review the changes made to the email templates in the Resources tab for the brand profile. The email template preview pane is below the email resource upload/download buttons in the Resources tab.

Note: If you have not uploaded an email resource file, the preview pane is blank.

To view a modified email template, select the email template data name in the Modified Templates list. Only the email templates that differ from the master resource file are shown in the list.

The Brand merge fields will use the brand profile settings or the brand information set in the template. The Data and Conditional merge fields are filled in with generic information.

Email Template Formats

This section provides information about when a particular email template is sent by the DocuSign system, shows an image of the default HTML body view, and the text used for the plain text body version.

The views show the general Data and Conditional merge fields used in each email. Note that the HTML view uses the default DocuSign branding and the Brand merge fields are not shown.

The email template information is presented in the order that templates are shown in the resource file and the identifying name for the HTML or plain text bodies.

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Email Subject Lines The email subject lines are shown in the xml resource file after the associated HTML and Plain Text bodies. As with other template elements, the email subject line for each template can be edited as needed, but DocuSign recommends that you do not change any subject line merge fields.

HTML Body Footer Formats The HTML email templates use the same general footer format, except where noted in the template description text. In general, email templates that provide access to an envelope include the Access Documents security code information (the Alternative Signing Method in the image below), while those that do not provide envelope access do not include a code. The email footers can be edited, but DocuSign recommends that you do not change any of the Alternative Signing Method text and that you include a support link in your custom footer.

The email footer is not included in the HTML email template images.

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Account Activation Failed This email is sent to administrators when a new user is unable to pass the security check to activate their membership in an account.

AccountActivationFailed_HtmlBody

The HTML footer does not include the Alternative Signing Method information.

AccountActivationFailed_PlainTextBody

Hello [[Data:SenderName]],

[[Data:RecipientName]] was unable to pass the security check, and was therefore unable to activate their account.

To unlock the activation, go to preferences screen, select the 'Manage Users' option, select the user, and click 'Send Activation'. You will have the opportunity to re-enter the same or new code, or send without an access code.

Be sure to communicate the access code to the user.

This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive email from this sender you may contact the sender with your request.

Do Not Share This Email

(Continued on next page)

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This email contains a secure link to DocuSign. Please do not share this email, link, or access code with others.

Questions about the Document?

If you need to modify the document or have questions about the details in the document, please reach out to the sender by emailing them directly or replying to this email.

If you are having trouble signing the document, please visit the Help with Signing page on our Support Center.

https://support.docusign.com/articles/How-do-I-sign-a-DocuSign-document-Basic-Signing

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Payment Gateway Account

This email is sent to the admin of an account when payment gateway account information has been modified.

AdminPaymentGatewayAccountModified_HtmlBody

The HTML footer includes the Alternative Signing Method information.

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AdminPaymentGatewayAccountModified_PlainTextBody

Hello [[Data:RecipientName]],

Someone with access to your DocuSign account has modified the following payment gateway account configuration: [[Data:PaymentGatewayAccountDisplayName]].

If you did not modify this payment gateway account configuration, for security purposes, please review your account settings and audit logs.

Account change made on [[Data:PaymentGatewayAccountModifiedTime]] [[Data:TimeZone]].

[[Data:QuickURL]]

If clicking the link does not work, you can highlight and copy the entire line above and paste it into your browser to get started.

About DocuSign

If you have questions about your account, payment gateway account configurations, or audit logs, here is some documentation you may find useful:

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Agent Notification This email is sent to recipients with an Address Recipients, Manage Recipients, or Manage Envelope recipient action. This recipient action is only available to certain plan types and might not be enabled for your account.

AgentNotification_HtmlBody


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AgentNotification_PlainTextBody


[[Data:EmailBlurb]]

[[Data:RecipientNote]]

[[Data:QuickURL]]

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BCC Email Activation This email is sent to a BCC email address to activate the email archiving for that email address. The email archiving feature is only available to certain plan types and might not be enabled for your account.

BCCEMailActivation_HtmlBody


BCCEMailActivation_PlainTextBody


This email message has been sent because you have activated the email BCC archiving feature for your account.

[[Data:QuickURL]]






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Carbon Copy Notification This email is sent to a recipient with a ‘Receive a copy’ recipient action.

CarbonCopyNotification_HtmlBody


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CarbonCopyNotification_PlainTextBody


[[Data:EmailBlurb]]

[[Conditional:RecipientNote]]Notes

[[Conditional:RecipientNote]][[Data:RecipientNote]]

[[Data:QuickURL]]









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Certified Delivery Notification This email is sent to a recipient with an ‘Acknowledge receipt’ recipient action. This recipient action is only available to certain plan types and might not be enabled for your account.

CertifiedDeliveryNotification_HtmlBody


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CertifiedDeliveryNotification_PlainTextBody


[[Data:EmailBlurb]]



[[Data:QuickURL]]









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Change Email Confirmation This email is sent to an account user when the email address used for the user’s DocuSign account is changed. This is usually a user initiated process.

ChangeEmailConfirm_HtmlBody


ChangeEmailConfirm_PlainTextBody


DocuSign Support has received your request to change the Email Address that you use with [[Data:ProductName]].

To confirm that you have access to your new email address, you please click the button.

[[Data:QuickURL]]




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Change Email Notice This email is sent to an account user at their original email address when a change of email address is requested for the user. This is usually a user initiated process.

ChangeEmailNotice_HtmlBody


ChangeEmailNotice_PlainTextBody


DocuSign Support has received a request to change the Email Address that you use with [[Data:ProductName]]. A confirmation email was sent to the new email address, '[[Data:NewEmail]]'.

If you did not request to change your email address, you should immediately notify DocuSign Support at [[Data:SupportEmail]].





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Change Password Request This email is sent to an account user when they request a password reset.

ChangePasswordRequest_HtmlBody


ChangePasswordRequest_PlainTextBody


DocuSign Support has received your request to change the password you use with [[Data:ProductName]].

To change your password, please click the button.

[[Data:QuickURL]]





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Change Signer This email is sent to a sender when a recipient changes the signer for documents. The digital certificate information will only appear if the sender requests that the signer use a digital certificate.

ChangeSigner_HtmlBody


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ChangeSigner_PlainTextBody


[[Data:OriginalRecipientName]] will be sent a copy of the document when all parties have completed signing.

[[Conditional:ShowDigitalCertSafe]]Step 1: Confirm you have a valid digital certificate with [[Data:DigitalCertificateIssuer]] and log in to your account. If you don't have one, please sign up for one now using this link: [[Data:DigitalCertificateIssuerLink]]

[[Conditional:ShowDigitalCertSafe]]Step 2: Review and sign your documents. You will be asked to log in to your digital certificate account during the signing process.

[[Conditional:ShowDigitalCertExpress]]The Sender has requested that this document be digitally signed via the application of a DocuSign Express Digital Certificate. This digital certificate will be automatically issued and applied for you during the signing process.

[[Conditional:ShowDigitalCertOpenTrust]]The Sender has required this document to be digitally signed via the application of an OpenTrust Protect & Sign digital signature. A digital certificate will be automatically issued and applied for the Signer during the signing process.

[[Conditional:ShowDigitalCertICPBrazil]]The Sender has required this document to be digitally signed via a ICP-Brazil Digital Signature. The Signer will be asked to select their digital certificate during the signing process.

[[Conditional:ShowDigitalCertNovartis]]The Sender has required this document to be digitally signed via a Novartis Digital Signature. The Signer will be asked to select their digital certificate during the signing process.

[[Data:QuickURL]]









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Comment Received Mention Sender

This email is sent to the recipient of a document by the sender to inform them that there has been a new comment added.

CommentReceivedMentionSender_HtmlBody

CommentReceivedMentionSender_PlainTextBody


[[Data:CommentSentBy]]

commented on

[[Data:CommentSubject]]

[[Conditional:QuickURL]][[Data:QuickUrl]]

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[[Conditional:ExpirationUrl]]Click here to expire the above link to the document


If you need to modify the document or have questions about the details in the document, please reach out to the sender by emailing them directly.



Comment Received Mention Signer

This email is sent to the sender of a document by the recipient to inform them that a new comment has been added.

CommentReceivedMentionSigner_HtmlBody

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CommentReceivedMentionSigner_PlainTextBody


[[Data:CommentSentBy]]

commented on

[[Data:CommentSubject]]

[[Conditional:QuickURL]][[Data:QuickUrl]]









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Digital Signatures Pending This email is sent to signers that need to apply a digital signature to documents after all other signers have electronically signed the documents. The email message presented to the signer depends on conditional items, such as if the digital signature is optional or if this is a reminder/expiration email.

DigitalSignaturesPending_HtmlBody


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DigitalSignaturesPending_PlainTextBody


[[Data:SenderName]] has sent you a new DocuSign document to view and sign. Please click on the 'REVIEW DOCUMENT' link below to begin signing.

[[Conditional:DigitalSignatureNeeded]]Your documents have been electronically signed by all the signing parties, and are ready for you to apply a digital signature to seal the documents. Please click on the link below to begin a digital signing session.

[[Conditional:NoDigitalSignatureNeeded]]Your documents have been electronically signed by all the signing parties, and are ready for digital signing to seal the documents. You do not have to digitally sign the documents, but other signers do. When the other signers have completed digitally signing, you will be notified that the envelope is complete.

[[Conditional:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]].

REVIEW DOCUMENT

[[Data:QuickURL]]









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Document Markup Activation This email is sent to recipients that have signed documents that were later modified with the document or field markup features. The document and field markup features are only available to certain plan types.

DocumentMarkupActivation_HtmlBody


DocumentMarkupActivation_PlainTextBody


The documents you recently signed, [[Data:Subject]], have some recommended changes.

[[Data:QuickURL]]






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Envelope Activation Failed

This email is sent to a sender when a recipient fails an authentication check.

EnvelopeActivationFailed_HtmlBody


EnvelopeActivationFailed_PlainTextBody


[[Data:RecipientName]] was unable to pass authentication for [[Data:Subject]].

[[Data:QuickURL]]





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Envelope Activation With Notary Selected This email is sent to a recipient with a ‘Sign with Notary’ recipient action. The send with electronic Notary feature is only available to certain plan types and might not be enabled for your account.

This template is also used for reminder and expiration notifications. In those cases the system appends Reminder or Expiration Pending to the email subject line. That text can be modified in the associated Subject element.

EnvelopeActivationWithNotarySelected_HtmlBody



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Envelope Activation With Notary Selected Plain Text Body

From: [[Data:SenderName]] ([[Data:SenderEmail]])[[Data:SenderCompany]]


[[Data:SenderName]] has requested that you electronically sign documents while witnessed by a notary public.

[[Data:EmailBlurb]]


The following notary public will contact you to schedule a convenient time and location to conduct the signing ceremony:

[[Data:NotaryName]]

[[Data:NotaryEmail]]

[[Data:NotaryPhone]]

[[Data:NotaryAddress]]

In the meantime, you can review the documents which you will be asked to sign.

[[Data:PreviewURL]]

Thank you!

[[Data:SenderName]]


REVIEW DOCUMENT

[[Data:QuickURL]]


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Envelope Activation This email is sent to a recipient with a ‘Sign’ recipient action and for an in person signing host. The digital certificate information only appears if the sender requests that the signer use a digital certificate. The Part 11 Module information is only shown if the sending account has the DocuSign Part 11 Module.


EnvelopeActivation_HtmlBody



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EnvelopeActivation_PlainTextBody


[[Data:SenderName]] has sent you a new DocuSign document to view and sign. Please click on the 'REVIEW DOCUMENT' link below to begin signing.

[[Data:EmailBlurb]]






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[[Conditional:IsCFRPart11Compliant]]Part 11 Module Enabled

REVIEW DOCUMENT

[[Data:QuickURL]]









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Envelope Corrected This email is sent to a recipient after the sender has corrected document information.

EnvelopeCorrected_HtmlBody


EnvelopeCorrected_PlainTextBody


[[Data:SenderName]] has corrected [[Data:DocumentNames]]

As a result, you no longer have access.








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Envelope Declined This email is sent to all other recipients after one recipient has declined to sign the documents.

EnvelopeDeclined_HtmlBody


EnvelopeDeclined_PlainTextBody


[[Data:DeclinerName]] declined [[Data:DocumentNames]]. As a result, the documents cannot be completed.

[[Data:QuickURL]]


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Envelope Payment Failed Sender This email is sent to the sender if a recipient fails the payment processing step when signing. The payment processing feature is only available to certain plan types and might not be enabled for your account.

EnvelopePaymentFailedSender_HtmlBody


EnvelopePaymentFailedSender_PlainBodyText


[[Data:Information]] has failed for [[Data:RecipientName]] because: [[Data:Error]]

Please check your account and resolve this problem directly with [[Data:RecipientName]].






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Envelope Payment Failed Signer This email is sent to a recipient if they fail the payment processing step when signing. The payment processing feature is only available to certain plan types and might not be enabled for your account.

EnvelopePaymentFailedSigner_HtmlBody


EnvelopePaymentFailedSigner_PlainTextBody


[[Data:Information]] has failed for [[Data:RecipientName]] because: [[Data:Error]]

Please check your account and resolve this problem directly with [[Data:RecipientName]].






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Envelope Voided This email is sent to recipients after the sender voids the documents.

EnvelopeVoided_HtmlBody

The HTML footer does not include the Alternative Signing Method information, but does include the Envelope ID.

EnvelopeVoided_PlainTextBody


[[Data:Subject]] has been voided for the following reason:

[[Data:VoidReason]]

Envelope ID

[[Data:EnvelopeID]]




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Failed Envelope Vaulting This email is sent when the attempt to transfer (vault) an envelope to eOriginal fails. Vaulting is only available to certain plan types and might not be enabled for your account.

FailedEnvelopeVaulting_HtmlBody


FailedEnvelopeVaulting_PlainTextBody


The attempt to vault the [[Data:Subject]], to eOriginal On Demand, failed due to the following error:

[[Data:Error]]

As a result, you cannot access the envelope, [[Data:EnvelopeID]] in eOriginal On Demand.






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Fax Received Wet Sign (signing complete) This email is sent to recipients that faxed information to DocuSign to complete their documents and the fax has been received by DocuSign. Returning documents by fax is only available to certain plan types and might not be enabled for your account.

FaxReceivedWetSign_HtmlBody


FaxReceivedWetSign_PlainTextBody


Fax has been received and added to [[Data:DocumentNames]].





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Fax Received (signing not complete) This email is sent to recipients that faxed sender requested attachments to DocuSign, but have not completed the documents. Returning attachments by fax is only available to certain plan types and might not be enabled for your account.

FaxReceived_HtmlBody


FaxReceived_PlainTextBody


Fax has been received and added to [[Data:DocumentNames]].

[[Data:QuickURL]]






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Forgotten Password This email is sent to users that have requested to change their password due to a forgotten or misplaced password. The number of forgotten password questions shown depends on the account password strength settings.

ForgottenPassword_HtmlBody


ForgottenPassword_PlainTextBody


DocuSign Support received your request to change your password. [[Conditional:ForgotPasswordQuestion1]]When you originally created your password, you entered the following forgot password questions:


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[[Conditional:ForgotPasswordQuestion1]][[Data:ForgotPasswordQuestion1]]




Please contact DocuSign Support if you did not initiate this request.

[[Data:QuickURL]]









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In Session Recipient Envelope Signed This email is sent to in-session recipients (also known as embedded or captive recipients) after they complete signing. The sending of this email can be suppressed by selecting the Suppress Email to Embedded Signers option in the Preferences - Features settings.

InSessionRecipientEnvelopeSigned_HtmlBody


InSessionRecipientEnvelopeSigned_PlainTextBody


Thank you for signing your documents.

If you did not DocuSign with [[Data:SenderName]], please contact support.








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In Session Recipient Envelope Viewed This email is sent to in-session recipients after they view documents without completing their actions. The sending this email can be suppressed by selecting the Suppress Email to Embedded Signers option in the Preferences - Features settings.

InSessionRecipientEnvelopeViewed_HtmlBody


InSessionRecipientEnvelope Viewed_PlainTextBody


Thank you for viewing your documents.

If you did not view documents from [[Data:SenderName]], please contact support.








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Instant Account Activation Personal This email is sent to a recipient when activating a DocuSign account.

InstantAccountActivationPersonal_HtmlBody


InstantAccountActivationPersonal_PlainTextBody


Thank you for choosing DocuSign.

You're just one step away from experiencing the benefits of DocuSign's electronic signature solution.

Please click the 'Activate' button above to verify your email address and complete your account registration process.

[[Data:QuickURL]]




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Instant Account Activation This email is sent to a recipient when activating a DocuSign account.

InstantAccountActivation_HtmlBody


InstantAccountActivation_PlainTextBody


Please click the 'Activate' button to finish your account activation.


[[Data:QuickURL]]






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Login Security Code


Your DocuSign verification code is:

[[Data:LoginSecurityCode]]

[[Conditional:LoginSecurityCodeIsForLogin]]Please enter this code to access your DocuSign account. For security reasons, do not use this code outside of DocuSign. Never share this code.

[[Conditional:LoginSecurityCodeIsForNewEmail]]Please enter this code to confirm your email address. For security reasons, do not use this code outside of DocuSign. Never share this code.





LoginSecurityCode_PlainTextBody

Hell [[Data:RecipientName]],

Your DocuSign verification code is:

[[Data:LoginSecurityCode]]

[[Conditional:LoginSecurityCodeIsForLogin]]Please enter this code to access your DocuSign account. For security reasons, do not use this code outside of DocuSign. Never share this code.

[[Conditional:LoginSecurityCodeIsForNewEmail]]Please enter this code to confirm your email address. For security reasons, do not use this code outside of DocuSign. Never share this code.





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Notary Request For Existing Notary This email is sent to the Notary selected for a ‘Sign with Notary’ recipient action. The send with electronic Notary feature is only available to certain plan types and might not be enabled for your account.


NotaryRequestForExistingNotary_HtmlBody



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NotaryRequestForExistingNotary_PlainTextBody

Notary Service Requested

From: [[Data:SenderName]] ([[Data:SenderEmail]])[[Data:SenderCompany]]


[[Data:SenderName]] has requested you act as notary public for an electronic signature ceremony.

[[Data:EmailBlurb]]


To complete this process, please follow these steps:

Step 1: Sign into your DocuSign account and verify that your commission information is up to date.

[[Data:NotaryLoginURL]]

Step 2: Contact the signer to set up a time and location to sign:

[[Data:SignerName]]

[[Data:SignerEmail]]

[[Data:SignerPhone]]

[[Data:SignerAddress]]

Step 3: When you are with the signer, begin the signing ceremony.


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[[Data:QuickURL]]

Visit DocuSign.com, click 'Access Documents', and enter the security code:








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Notary Request For Unregistered Notary

Reserved for future use.

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OFAC Failed This email is sent to an administrator when a recipient is found on the Office of Foreign Assets Control (OFAC) Special Designated Nationals list during authentication.

OFACFailed_HtmlBody


OFACFailed_PlainTextBody


[[Data:RecipientName]] was unable to pass authentication for [[Data:Subject]].








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Organizational Admin Activation

This is sent to a new Organizational Administrator by the account administrator when they are added as an Organizational Administrator.

OrganizationalActivation_HtmlBody


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OrganizationalActivation_PlainTestBody


From: [[Data:SenderName]] via DocuSign.

To activate your [[Data:OrganizationName]] administrator membership, click the link below.

Once activated, your membership grants administration access to the [[Data:OrganizationName]] organization, providing centralized management of all linked accounts and users.

This membership invitation comes from [[Data:SenderName]]. If you have any questions, please contact [[Data:SenderName]].


[[Data:QuickURL]]










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Purge Documents This email is sent to document recipients 14 days before the documents are purged from the DocuSign system, and again 7 days before the documents are purged. Documents are purged from the system based on the number of days to retain document set in the Preferences - Features - Document Retention setting or if a specific request is sent through the DocuSign APIs. If your account has not set the Document Retention information or requested a document purge using the APIs, then your documents are retained indefinitely.

PurgeDocuments_HtmlBody


PurgeDocuments_PlainTextBody


Documents from [[Data:Subject]] (ID:[[Data:EnvelopeID]]) are scheduled to be purged on [[Data:PurgeDate]] at Midnight ET.

No Content

[[Data:QuickURL]]



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Reassign Signer This email is sent to a new recipient when the original recipient uses the Change Signer (assign to someone else) option. The digital certificate information will only appear if the sender requests that the signer use a digital certificate.

ReassignSigner_HtmlBody



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ReassignSigner_PlainTextBody

[[Data:OriginalRecipientName]] received documents to electronically sign from [[Data:SenderName]], but determined that you should sign in their place.

[[Data:EmailBlurb]]







[[Data:QuickURL]]




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Recipient Add Access Code This email is sent to recipients that started a signing and require email validation code to continue the signing process. This is typically used with PowerForms and might not be enabled for your account.

RecipientAddAccessCode_HtmlBody


RecipientAddAccessCode_PlainTextBody


Copy and enter the validation code into the access page to continue signing.

[[Data:RecipientAccessCode]]

If you did not start signing [[Data:SubjectInput]], please contact support.

[[Data:QuickURL]]





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Recipient Advanced Payment Failure This email is sent to in-person signers that added their email during the signing session. The email is sent when the documents are complete.

RecipientAdvancedPaymentFailure_HtmlBody


We're sorry, but there was a problem processing your payment for [[Data:DocumentNames]].

Would you please re-submit your payment information?

[[Data:PromoContent]]

[[Data:QuickURL]]










</data>

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RecipientAdvancedPaymentFailure_PlainTextBody


We're sorry, but there was a problem processing your payment for [[Data:DocumentNames]].

Would you please re-submit your payment information?


[[Data:QuickURL]]










</data>

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Recipient Envelope Complete In Person This email is sent to in-person signers that added their email during the signing session. The email is sent when the documents are complete.

RecipientEnvelopeCompleteInPerson_HtmlBody


RecipientEnvelopeCompleteInPerson_PlainTextBody


All parties have completed [[Data:Subject]].

[[Data:Information]]


[[Data:QuickURL]]


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Recipient Envelope Complete This email is sent to recipients when all the document actions for all recipients are complete. This email is not sent to in-session recipients (also known as embedded or captive recipients) or in-person signers; there are other email templates specifically used in those cases.

RecipientEnvelopeComplete_HtmlBody


RecipientEnvelopeComplete_PlainTextBody


All parties have completed [[Data:Subject]].

[[Data:EmailBlurb]]



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[[Data:QuickURL]]









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Recipient Undeliverable

This email is sent to the sender to notify them that there was a problem with the email address of one of the recipients.

RecipientUndeliverable_HtmlBody


Documents you sent for electronic signature could not be delivered to this email address: [[Data:RecipientEmail]]

The destination email system provided this error message:

[[Data:RecipientDeliveryFailedReason]]

For more information about the failure, please see the attached email message or reference DocuSign's knowledge base to interpret this error code.

If the email address is incorrect, follow these steps to correct it and resend the notification.

NOTE: If you cannot correct the envelope, you can void it and create a new one. If you are not the sender of the envelope, contact the sender and ask them to correct it.

1. Log in to your DocuSign account.

2. Locate the sent envelope.

3. Click the drop-down menu for the envelope and select Correct.

4. Correct the email address.

5. Finish correcting the envelope as usual to resend it.

If you need further assistance, please visit Support Center.





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RecipientUndeliverable_PlainTextBody


Documents you sent for electronic signature could not be delivered to this email address: [[Data:RecipientEmail]]

The destination email system provided this error message:

[[Data:RecipientDeliveryFailedReason]]

For more information about the failure, please see the attached email message or reference DocuSign's knowledge base to interpret this error code.

If the email address is incorrect, follow these steps to correct it and resend the notification.

NOTE: If you cannot correct the envelope, you can void it and create a new one. If you are not the sender of the envelope, contact the sender and ask them to correct it.

1. Log in to your DocuSign account.

2. Locate the sent envelope.

3. Click the drop-down menu for the envelope and select Correct.

4. Correct the email address.

5. Finish correcting the envelope as usual to resend it.

If you need further assistance, please visit Support Center.






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Recipient Viewed This email is sent to the sender when a recipient views, but does not complete their actions for a document.

RecipientViewed_HtmlBody


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RecipientViewed_PlainTextBody


At [[Data:RecipientDeliveredDateTime]], [[Data:RecipientName]] opened and viewed your documents[[Conditional:DocumentNames]], [[Data:DocumentNames]].

[[Data:QuickURL]]









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Recovery Info Changed This email is sent to the sender when a recipient views, but does not complete their actions for a document.

RecoveryInfoChanged_HtmlBody


Security information has changed

[[Conditional:RecoveryInformationAdded]]A new email address, authenticator app, or phone number has been added to your account. This information will be used to provide additional security when accessing DocuSign.

[[Conditional:RecoveryInformationRemoved]]An email address, authenticator app, or phone number has been removed from your account.

Please log in to your DocuSign account to change your settings.





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RecoveryInfoChanged_PlainTextBody


Security information has changed

[[Conditional:RecoveryInformationAdded]]A new email address, authenticator app, or phone number has been added to your account. This information will be used to provide additional security when accessing DocuSign.

[[Conditional:RecoveryInformationRemoved]]An email address, authenticator app, or phone number has been removed from your account.






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Report Subscription Extend This email is sent to the creator of a scheduled report when the report is generated and report’s end date is within 30 days.

ReportSubscriptionExtend_HtmlBody


ReportSubscriptionExtend_PlainTextBody


Your scheduled report '[[SubjectInput]]' is attached.

Alert: The schedule for this report will expire soon.

To extend the schedule, copy the following line and paste it into a browser:

[[Data:QuickURL]]





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Report Subscription Results This email is sent to a scheduled report recipient when the report is generated.

ReportSubscriptionResults_HtmlBody


ReportSubscriptionResults_PlainTextBody


[[Data:SenderName]] ([[Data:SenderEmail]]) has sent you a copy of a scheduled report.

[[Data:EmailBlurb]]


[[Data:QuickURL]]



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Reserved Domain Account Creation Attempt This email is sent to account administrators for accounts that have reserved domains enabled when someone tries to create a new account using the account’s reserved domain email information.

ReservedDomainAccountCreationAttempt_HtmlBody

There is no footer associated with this email template.

ReservedDomainAccountCreationAttempt_PlainTextBody

Account Creation Blocked

A visitor to DocuSign.com attempted to create a DocuSign account using this email address: [[Data:ReservedDomainEmail]]. We did not create the account for the visitor because your DocuSign account reserves use of that email domain in the DocuSign system.

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Reset Password Request This email is sent to an account user when they request a password reset.

ResetPasswordRequest_HtmlBody


ResetPasswordRequest_PlainTextBody


DocuSign has received your password reset request.

[[Data:QuickURL]]








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Sender Delivery Failed This email is sent to a sender if the documents were sent using the Fax Out feature and there is a fax delivery failure for the documents.

SenderDeliveryFailed_HtmlBody


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SenderDeliveryFailed_PlainTextBody


Delivery failed to [[Data:RecipientName]] at [[Data:RecipientDeliveryFailedDateTime]] for [[Data:Subject]].

Delivery failed to [[Data:RecipientName]] at [[Data:RecipientDeliveryFailedDateTime]] for [[Data:Subject]].

No Content

[[Data:QuickURL]]









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Sender Envelope Complete This email is sent to the sender when all recipients have completed their actions.

SenderEnvelopeComplete_HtmlBody


SenderEnvelopeComplete_PlainTextBody


All signers completed [[Data:SubjectInput]]


[[Data:QuickURL]]





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Sender Envelope Declined This email is sent to the sender when a recipient declines to sign sent documents. Note that the decline reason is only displayed if the Require Decline Reasons option is enabled for the account.

SenderEnvelopeDeclined_HtmlBody


SenderEnvelopeDeclined_PlainTextBody


[[Data:DeclinerName]] gave the following reasons:

[[Data:DeclineReason]]

As a result, [[Data:Subject]] cannot be completed.

[[Data:QuickURL]]



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Sender Offline Signing Failed This email is used to notify the sender that the signer attempted to sign a document offline and was not successful.

SenderOfflineSigningFailed_HtmlBody

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SenderOfflineSigningFailed _PlainTextBody

[[Data: Hello [[Data:SenderName]],

[[Data:FailedRecipientName]] has attempted to offline sign the envelope '[[Data:Subject]]' (ID:[[Data:EnvelopeID]]), but the envelope has failed to synchronize.

As a result, the envelope is still awaiting signature.

To view the document, click the link below:

[[Data:QuickURL]]










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Send Via Link This email is used to send a copy of documents a user signed to one or more email addresses. The email addresses are added when using the Sign a Document functions in the DocuSign web application.

SendViaLink_HtmlBody


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SendViaLink_PlainTextBody


[[Data:SenderName]] has signed a document using DocuSign.

Select VIEW DOCUMENT to securely view and download your documents.[[Conditional:EmailBlurb]] Here is the message:

[[Conditional:EmailBlurb]][[Data:EmailBlurb]]

[[Data:QuickURL]]









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Shared View Link

SharedViewLink_HtmlBody

Your Signed Document

No Content

[[Data:QuickURL]]










</data>

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SharedViewLink _PlainTextBody

Your Signed Document

No Content

[[Data:QuickURL]]










</data>

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Signer Offline Signing Failed This email is used to notify the signer that they attempted to offline sign a document and it was unsuccessful.

SignerOfflineSigningFailed_HtmlBody

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SignerOfflineSigningFailed_PlainTextBody


You have attempted to offline sign the envelope '[[Data:Subject]]' (ID:[[Data:EnvelopeID]]), but the envelope has failed to synchronize.

As a result, the envelope is still awaiting signature.

To view the document, click the link below:

[[Data:QuickURL]]









https://support.docusign.com/articles/How-do-I-sign-a-DocuSign-document-Basic-Signing [[Data:RecipientName]],

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Two Factor Auth Setting Changed

This email is sent to a user who changes their Two Factor Authentication settings.

TwoFactorAuthSetting_HtmlBody

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TwoFactorAuthSetting_PlainTextBody


Two-step verification settings have changed

[[Conditional:TwoFactorAuthEnabled]]Two-step verification has been enabled on your account. When logging in to DocuSign, you will now be prompted for additional verification.

[[Conditional:TwoFactorAuthDisabled]]Two-step verification has been disabled on your DocuSign account.






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User Account Activation This email is sent to a new user when activating them in the account.

UserAccountActivation_HtmlBody


UserAccountActivation_PlainTextBody


Please select the ACTIVATE button above to finish your account activation.


[[Data:QuickURL]]






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Voided Fax Received This email is sent to recipients that have sent a fax, but cancel fax option before DocuSign receives the fax.

VoidedFaxReceived_HtmlBody


VoidedFaxReceived_PlainTextBody


FaxId [[Data:FaxId]] was received but our records indicate you chose to cancel the fax transmission.

The fax was intended for envelope [[Data:EnvelopeID]].

If it was not your intention to cancel this fax transaction, please contact our support staff to correct this by doing one of the following:


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1) Forward this email with a note indicating that you want the contents of the fax incorporated into the envelope (envelope [[Data:EnvelopeID]]).

2) Go to http://www.docusign.com/support and choose one of the support options; please indicate the fax Id ([[FaxId]]) and envelope Id ([[Data:EnvelopeID]]) when you reach a member of our support team.

[[Data:SenderName]]








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Withdrawn Consent This email is sent to a sender when a recipient withdraws consent to do business electronically with the sender.

WithdrawnConsent_HtmlBody


WithdrawnConsent_PlainTextBody


[[Data:SenderName]] elected to withdraw their consent to sign online with your company using [[Data:ProductName]]. As a result, you should contact them to determine how they wish to receive documents from you in the future.








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Copyright, Trademark and Patent Information

Copyright ©2003-2018 DocuSign, Inc. All rights reserved.

For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual Property page (https://www.docusign.com/IP) on the DocuSign website. All other trademarks and registered trademarks are the property of their respective holders.

No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice.

Version: DocuSign March 6, 2018

If you have any comments or feedback on our documentation, please send them to us at: [email protected].

Summary of changes for this version:

• Added email resource information for features added since August, 2016.

https://www.docusign.com/IP

mailto:[email protected]

New DocuSign Experience Email Resource Filev1.1).pdfDocuSign Email Resource File Information Guide...

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