i) Email Configuration
WebSignatureOffice Emails
- 1 WebSignatureOffice Emails
- 1.1 Mail overview
- 1.1.1 Document mails
- 1.1.2 Envelope Mail
- 1.1.3 Signature Field mails
- 1.2 Mail content details
- 1.3 Document emails
- 1.4 Signature field Mails
- 1.5 Envelope Mails
- 1.6 User emails
- 1.7 System emails
- 1.8 Support emails
- 1.1 Mail overview
- 2 Server configuration
- 3 Email customization
- 3.1.1.1 Add mail templates
- 3.1.2 Document / Envelope Links and Landing page
- 3.1.3 url_guest
- 3.1.4 url (registered user link)
- 3.1.5 custom landing page
- 3.2 mail subjects:
- 4 SMS
Mail overview
The following overview shows, to whom mails regarding a document or envelope are sent.
indicates, that the emails are sent to the specified document/envelope user type
indicates that the mails are not sent to the specified document/envelope user type
indicates, that the mails are only sent to the specified document/envelope user type when certain conditions are met
The mail types are described in the section “mail content details” below.
Document mails
If a document belongs to an envelope which was created via tyrservice, the mails “notify_signers” and “observer” are not sent. Instead only the envelope mails “notify_signers_envelope” and “observer_envelope” are sent.
If the documents belong to an envelope created via the UI, the “notify_signers” and “observer” mails are sent for each document when created and the “notify_signers_envelope” and “observer_envelope” are sent, when creating the envelope.
creator | registered user | guest user | observer | note | |
|---|---|---|---|---|---|
notify_signers | Notification mail, when a signature request is created for users who have signatures in the document. If a signatureOrder is defined and the creator has signatures in the document and is not on position 1, he will receive the email when it’s his turn. | ||||
observer | Pendant to the nofity_signers mail for an observer. | ||||
signature_request_failed | Notification mail, when a signature request failed. If a signatureOrder is defined, a user only receives a signature_request_failed email, when he is on or below the active signatureOrder position. | ||||
signature_request_upcoming_due | Reminder mail sent three days before the due date of a signature request. If a signatureOrder is defined, a user only receives a signature_request_upcoming_due mail, when he is on or below the active signatureOrder position. | ||||
user_finished | Notification that a user has signed/rejected all his signature fields in a document. If the config mail_sent_to_registered_users is true, also registered users who are not creators receive the notification. | ||||
signature_request_finished | This email i sent when a document is finished. If the document is part of an envelope, no notification for single documents are sent, but an signature_request_envelope_completed mail is sent when all documents in the envelope are completed (see below). |
Envelope Mail
creator | registered user | guest user | observer | note | |
|---|---|---|---|---|---|
notify_signers_envelope | If a signatureOrder is defined and the creator has signatures in the document and is not on position 1, he will receive the email when it’s his turn. If an envelope is created via tyrservice, no notify_signers mails for the individual documents are sent. | ||||
observer_envelope | Pendant to notify_signers_envelope mail for an observer. If the envelope was created via tyrservice, no document observer mail (“observer”) will be sent for the documents of the envelope. | ||||
observer_envelope_completed | Pendant to signature_request_envelope_completed for an observer. | ||||
signature_request_envelop_upcoming_due | Reminder mail sent three days before the due date of the signature requests in an envelope. If a signatureOrder is defined, a user only receives a signature_request_envelop_upcoming_due email, when he is on or below the active signatureOrder position. | ||||
signature_request_envelope_completed | Sent when all signature requests in an envelope are completed (failed or finished) |
Signature Field mails
Signature field mails are sent for each signature field in a document or envelope when a user signs or rejects it.
creator | registered user | guest user | observer | note | |
|---|---|---|---|---|---|
signature_field_signed | Notification mail, when a user rejects or signs a signature field. If the config mail_sent_to_registered_users is true, also registered users who are not creators receive the notification. Also sent for each signature fields of envelopes. | ||||
signature_field_rejected |
Mail content details
Emails contain information about the receiver.
If the email notification was triggered by the actions of a user, it also contains “sender” information.
Emails contain links and names if they are associated with an envelope or document.
receiver / sender | document/envelope |
|---|---|
registered and active user:
guestuser associated with a document
please note: Unregistered users which are added as a signer to a signature request via tyrservice.processXml neither have a firstname/lastname nor a guestname. Only a generic greeting can be generated. |
only if due is defined for envelope/document:
only for envelope:
|
In the tables below “Information” defines the objects (user/envelope/document) as described above with the associated fields. Additional Information about email-types are also listed in the description:
Document emails
mail name | description |
|---|---|
notify_signers | A notify_signers email is sent, when a signature request is created or when the tyrservice method resendNotifySigner is called. In that case signatureOrder will be ignored and the email will be sent even if it is excluded. Information:
sent to:
please note: If an envelope is created via the UI, all users receive notify_signers emails and a notify_signers_envelope email. If an envelope is created via tyrservice, only notify_signers_envelope emails are sent. please note: If the signature request was created via UI and a guest signer was invited, no notify_signers email will be send for that user. An invitation mail with a link to the registration page will be sent. The user can just sign the document, if he registers for websignatureoffice. |
observer | Notification mail for an observer of a document. The observer can be set in UI signatureRequest creation or via tyrservice. Information:
sent to:
please note: If an envelope is created via the UI, all observer receive observer emails and a observer_envelope email. If an envelope is created via tyrservice, only observer emails are sent. |
signature_request_failed | A signature_request_failed message is send to all users of a document if it failed because mandatory fields were rejected, the request was stopped or the due date passed. Information:
sent to:
|
signature_request_finished | A signature_request_finished mail is when the signature request of a document is finished. Information:
sent to:
|
signature_request_upcoming_due | A signature_request_upcoming_due mail is send three days before the due date passes. Information:
sent to:
|
user_finished | A user_finished mail is sent, if a user finished all signatures in the document Information:
sent to:
|
Signature field Mails
mail name | description |
|---|---|
signature_field_signed | A signature_field_signed email is send to registered users if another user signed a signaturefield Information:
sent to:
please note: This email is sent for every signed signature field and may lead to allot of emails. It is advised to deactivate it. See Server configuration below. |
signature_field_rejected | A signature_field_rejected email is sent to registered users if another user rejects a signature field in the document Information:
sent to:
|
Envelope Mails
mail name | description |
|---|---|
notify_signers_envelope | A notify_signers_envelope mail is sent when an envelope is created or when the tyrservice method resendNotifySignerEnvelope is called. In that case signatureOrder will be ignored and the email will be sent even if it is excluded. Information:
sent to:
please note: If an envelope is created via the UI, all users receive notify_signers emails and a notify_signers_envelope email. If an envelope is created via tyrservice, only notify_signers_envelope emails are sent. |
observer_envelope | An observer_envelope mail is sent when an envelope is created. Information:
sent to:
please note: If an envelope is created via the UI, all observer receive observer emails and a observer_envelope email. If an envelope is created via tyrservice, only observer emails are sent. |
signature_request_envelop_upcoming_due | A signature_request_envelope_upcoming_due email is sent when one signature request of the envelope is due in three days. Information:
sent to:
|
signature_request_envelope_completed | A signature_request_envelope_completed email is sent, when all signature requests of an envelope are either failed or finished. Information:
sent to:
|
observer_envelope_completed | A observer_envelope_completed email is sent, when all signature requests of an envelope are either failed or finished. Information:
sent to:
|
User emails
mailtype | description |
|---|---|
invitation | An invitation mail is sent to a non registered user, when a registered user invites. This can be done when creating a signature request or by inviting the user as a contact. Information:
sent to:
Please note: If the invitation is sent with a signature request no notify_signers mail will be sent to the user. The document information are contained in the invitation mail. |
invitation_accepted | An invitation accepted mail is sent when a user accepts an invitation which was sent by another user. Information:
sent to:
|
friend | A friend mail is sent, when a user requests another registered user as a contact. Information:
sent to:
|
friend_accepted | A friend_accepted email is sent when a registered user accepts a friend request Information:
sent to:
|
System emails
mailtype | description |
|---|---|
email_validation | An email validation mail is sent when a user registers at websignatureoffice. The user has to confirm the email adress by clicking the verification link and entering the token. Information:
sent to:
|