Using DocuSign Envelope Email settings

Unifier users can use e-signature requests when sending documents to other Unifier users or to external users. Other Unifier users receive a request that lets them complete the e-signature request within Unifier, while external users receive an email with a link that lets them sign the document in DocuSign. After the document is signed, it is revised in the Document Manager for the applicable Business Process, and the updated status is visible in the E-signature Requests log, which is available from the left Navigator while in User mode from the Company Workspace tab or shell tab in Unifier.

The Unifier user who initiates the request for an e-signature can receive notifications from DocuSign after an e-signature task is completed in Unifier if the envelop email settings are enabled in DocuSign for the initiator. (E-signature tasks can also be completed outside Unifier by external users.) For detailed information on configuring DocuSign envelope email settings, refer to your DocuSign documentation. The following steps provide a high-level explanation of how to enable notifications.

  1. Sign in to your DocuSign account.
  2. In the upper-right corner, click your user icon, and select My Preferences.
  3. In the SIGNING AND SENDING section, select Notifications.
  4. In the Notify me when I am the sender and section, select the An envelope is complete option, and click SAVE.

Last Published Tuesday, April 8, 2025