Manage DocuSign Notification Settings

A knowledge base article about Manage DocuSign Notification Settings provided by the UC Berkeley IT Service Hub - Knowledge Portal

Manage DocuSign Notification Settings


Opportunity

You can manage notifications for:


Envelopes you send

Before you send (best practice)

Managing notifications enable you to control how often and under what conditions your envelope recipients are notified about action items and envelope status. This feature helps to ensure your envelopes are not ignored or missed.

Manage notifications for specific envelopes or templates using the Advanced Options as part of your envelope preparation process.

Note: Screengrabs are taken when the browser window is full-size. 

Narrowing the browser window might change what you see. 

Note: Screengrabs are taken when the browser window is full-size. 

Narrowing the browser window might change what you see.

After you send (see Caveat)

If you need to change notifications for an envelope you’ve already sent, you can but, CAVEAT: the change will resend the envelope.

Go to Manage, open the envelope you want to change the settings for and choose Correct from the menu above the recipient list. Then use the Advanced option referred to above to change the settings. Save, then choose Next, choose Correct. The envelope will be re-sent.

Note: Screengrabs are taken when the browser window is full-size. 

Narrowing the browser window might change what you see.


Notifications you Receive 

Manage notifications you receive from your personal account Preferences. 



Note: Screengrabs are taken when the browser window is full-size. 

Narrowing the browser window might change what you see. 

Note: Screengrabs are taken when the browser window is full-size. 

Narrowing the browser window might change what you see.