DocuSign System Default Formats

Transcription

1 DocuSign Information Guide DocuSign System Default Formats Overview This guide provides information about the default messages and formats contained in the Account Branding resource file for s used in the DocuSign system. The HTML body and plain text body can all be edited in the master resource file and then uploaded to your account. The colors and logos used for the views are set in the account branding page for your account. This option for using resource files for account branding 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 if you have someone experienced in working with XML files available to work with your resource files. This information guide does not provide specific information about modifying XML files. When editing your resource file, you should not edit or remove the DocuSign tag line (DocuSign. The fastest way to get a signature ) and White List Text merge field ([[WhiteListText]]). 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 Resource file, please review your views with each new DocuSign release. Table of Contents General Resource File Information... 4 Uploading and Downloading Resource Files... 4 General Editing Information... 6 Recipient s... 7 Agent Notification... 7 BCC Activation Carbon Copy Notification Certified Delivery Notification Document Markup Activation Envelope Activation Envelope Activation With No Notary Selected Envelope Activation With Notary Selected Envelope Corrected Envelope Declined... 30

2 3 Envelope Payment Failed (Signer) Envelope Voided Failed Envelope Vaulting Fax Received (signing not complete) Fax Received (Wet Sign - signing complete) Forgotten Password In Session Recipient Envelope Signed In Session Recipient Envelope Viewed Instant Account Activation Instant Account Activation Personal Notary Request For Existing Notary Notary Request For Unregistered Notary Reassign Signer Recipient Add Access Code Recipient Envelope Complete Recipient Envelope Complete (In Person) Report Subscription Extend Report Subscription Results Voided Fax Received Sender s Account Activation Failed Change Signer Envelope Activation Failed Envelope Payment Failed (Sender) Recipient Viewed Sender Delivery Failed Sender Envelope Complete Sender Envelope Declined Withdrawn Consent Administrative s Change Confirmation Change Notice Change Password Request OFAC Failed Purge Documents

3 3 Reset Password Request User Account Activation DocuSign Ink s Carbon Copy Notification Envelope Activation Envelope Activation Failed Envelope Voided Instant Account Activation Recipient Envelope Complete Recipient Envelope Complete (In Person)

4 4 General Resource File Information Resource files are an optional method to control the text elements in your account sending view, signing view and for s 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. DocuSign uses three master resource files; one for sending (DocuSign_SendResources.xml), one for signing (DocuSign_SignResources.xml) and one for messages (DocuSign_ Resources.xml). To use resource files, you will 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. When you upload a modified resource file, only the differences between your modified file and the master file are saved by the system. 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. Uploading and Downloading Resource Files 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 resource file for a brand profile. You can have different resource files for each brand profile. 1. From the DocuSign Console, click your profile image at the top of the console and select Preferences. The Preferences page is displayed. 2. In the navigation panel on the left side of the page, under the Account Administration heading, click Branding. Alternately, you can also get to account branding from the Features page and clicking the Account Branding link in the Manage Account section. The Branding page is displayed.

5 5 3. In the list of Brand Profiles, find the profile with the resource file you want to work with and click edit. The information for the selected profile is shown. 4. Click the Resources tab to work with the resource files: To download the master Resource file, in the Resources section click the Download Master button. To upload a custom Resource file, in the Resources section click Upload Resource. Find the resource file you want to upload, select the file and click Open.

6 6 Important: When a modified resource file is uploaded, only the elements that differ from the master resource file are saved as your resource file. When downloading your resource files, only the modified elements are included in the file. If you have uploaded an Resource file, you can download the file by clicking the Download Your Resource button. This option is not available if you have not uploaded a custom file. General Editing Information The 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, you should also make corresponding changes to the plain body text. DocuSign sends both in an and some client software uses the plain text body for preview or when the user chooses not to read as HTML. Optionally, you can add style sheet information for the s. If you do not change the style sheet, the colors and logos used for the views are those set for that brand profile. Important: The HTML Body code shown in this guide has hard returns added so the text is easier to read. Rather than copying information from the guide, you should copy the information directly from the resource file. Some s include the sender image for the envelope sender. The image used is the image uploaded to the sender s ID card. If no image is uploaded a generic image is used. For s that contain the sender image, you can remove the sender image from the by removing the line <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> from the HTML Body. When editing your resource file, you should not edit or remove the DocuSign tag line (DocuSign. The fastest way to get a signature ) and White List Text merge field ([[WhiteListText]]). After editing and saving the 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.

7 7 Recipient s This section provides information about the default messages for s that a Recipient would receive. The s are presented in alphabetical order, based on the title in the resource file. The information in double brackets [[ ]] are merge fields that are automatically filled in when the is generated. Agent Notification This is sent to a recipient with an Address Recipients recipient action. This recipient action is only available to certain plan types and might not be enabled for your account. HTML View HTML Body <html><head> <title>agent Notification</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p>

8 8 <p class="recipientgreeting">hello [[RecipientName]],</p> <p>[[ blurb]]</p> [[FormattedRecipientNote]] <p>please review the documents "[[Subject]]" and provide contact information for the recipients you represent in this transaction.</p> <td colspan="10" class="topborder"> <td colspan="5"> <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/>

9 9 <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]] ([[Recipient ]]), [[ Blurb]] [[RecipientNote]] Click the link below to review the documents to be signed by the recipients you represent. [[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. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

10 10 BCC Activation This is sent to a BCC address to activate the archiving for that address. The archiving feature is only available to certain plan types and might not be enabled for your account. HTML View HTML Body <html><head> <title>bcc Activation</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of DocuSign</p> <p>this message has been sent because you have activated the BCC archiving feature for your account. Please click on the link below to complete the process.</p> <td>

11 11 <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">activate BCC Archiving</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access this information by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body This message has been sent because you have activated the BCC archiving feature for your account. Please click on the link below to complete the process. [[QuickURL]]

12 12 Carbon Copy Notification This is sent to a recipient with a Receive a copy recipient action. HTML View HTML Body Note: You can remove the sender image from the by removing the line <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> from the HTML Body. <html><head> <title>carbon Copy Notification</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td>

13 13 <td class="sectionheader">from: <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> <td colspan="8"><div class="sendername">[[sendername]] ([[Sender ]])</div><div>[[SenderCompany]]</div> <p class="recipientgreeting">hello [[RecipientName]],</p> <p>[[ blurb]]</p> [[FormattedRecipientNote]] <p>[[sendername]] has added you as a carbon copy recipient of an electronic signature envelope on the DocuSign Service.</p> <p>to view the documents, recipients, and other information, please click &quot;view&quot; below.</p> <td> <td colspan="4" class="button"><a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype="

14 14 <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], [[ Blurb]] [[RecipientNote]] [[SenderName]] has added you as a carbon copy recipient of an electronic signature envelope on the DocuSign Service. To view the documents, recipients, and other information, please click the link below. [[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. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

15 15 Certified Delivery Notification This 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. HTML View HTML Body Note: You can remove the sender image from the by removing the line <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> from the HTML Body. <html><head> <title>certified Delivery Notification</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td>

16 16 <td class="sectionheader">from: <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> <td colspan="8"><div class="sendername">[[sendername]] ([[Sender ]])</div><div>[[SenderCompany]]</div> <p class="recipientgreeting">hello [[RecipientName]],</p> <p>[[ blurb]]</p> [[FormattedRecipientNote]] <p>[[sendername]] has added you as a certified copy recipient of an electronic signature envelope on the DocuSign Service.</p> <p>to view the documents, recipients, and other information, please click &quot;view&quot; below.</p> <td> <td colspan="4" class="button"><a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype="

17 17 <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], [[ Blurb]] [[RecipientNote]] To review your documents click the link below. [[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. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

18 18 Document Markup Activation This is sent to recipients that have signed documents that have been modified with the markup feature. The document and field markup features are only available to certain plan types and might not be enabled for your account. HTML View HTML Body <html><head> <title>document Markup Activation</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p>[[recipientname]] ([[Recipient ]]),</p> <p>the documents you recently signed "[[Subject]]" has some recommended changes. Please click below to review the changes.</p>

19 19 <td> <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]] ([[Recipient ]]), The documents you recently signed "[[Subject]]" has some recommended changes. Please click on the link below to review the changes. [[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. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

20 20 Envelope Activation This is sent to a recipient with a Sign recipient action. HTML View HTML Body Note: You can remove the sender image from the by removing the line <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> from the HTML Body. <html><head> <title>envelope Activation</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <td class="sectionheader">from: <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> <td colspan="8"><div class="sendername">[[sendername]] ([[Sender ]])</div><div>[[SenderCompany]]</div>

21 21 <p class="recipientgreeting">hello [[RecipientName]],</p> <p>[[ blurb]]</p> [[FormattedRecipientNote]] <td colspan="10" class="topborder"> <td> <td colspan="4" class="button"><a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html>

22 22 Plain Text Body [[ Blurb]] To sign your documents click the link below. [[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. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

23 23 Envelope Activation With No Notary Selected Reserved for Future Use.

24 24 Envelope Activation With Notary Selected This 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. HTML View HTML Body Note: You can remove the sender image from the by removing the line <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> from the HTML Body. <html><head> <title>envelopeactivationwithnonotaryselected</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody">

25 25 <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td><td><td><td><td><td><td> <td><td><td> <td class="sectionheader">from: <td><img class="senderphoto" height="40" width="40" src=" alt="sender image" /> <td colspan="8"><div class="sendername">[[sendername]] ([[Sender ]])</div><div>[[SenderCompany]]</div> <p class="recipientgreeting">hello [[RecipientName]],</p> <p>[[sendername]] has requested their documents to be signed and notarized.</p> <p>[[ blurb]]</p> <p>[[formattedrecipientnote]]</p> <p>in order to sign and notarize the documents, you must first select a notary public. Please locate a notary public and request that they witness your signing using the "Assign a Notary" link below.</p> <td colspan="3"> <td colspan="4" class="button"><a class="buttonlink" href="[[assignnotaryurl]]" target="_blank">assign a Notary</a> <td colspan="3"> <p>in the meantime, you can review the documents which you will be asked to sign:</p> <td colspan="3"> <td colspan="4" class="button"><a class="buttonlink" href="[[quickurl]]" target="_blank">review Documents</a> <td colspan="3"> <p>thank you!</p> <p>[[sendername]]</p> <td colspan="10" class="bottomborder">

26 26 <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Documents&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[ Title]] From: [[SenderName]] ([[Sender ]])[[SenderCompany]] Hello [[RecipientName]], You've been specified to sign and notarize with the following DocuSign Notary: [[NotaryName]] [[Notary ]] [[NotaryPhone]] [[NotaryAddress]] The notary will be in touch with you shortly to schedule a signing appointment time and location. In the meantime, you can click the link below to preview the documents you will be signing during the notary session. [[PreviewURL]] Thank you!

27 27 [[SenderName]] Alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the "Access Documents" link, and using this security code: [[DocumentCode]] DocuSign.

28 28 Envelope Corrected This is sent to a recipient after a sender has corrected an envelope. HTML View HTML Body <html><head> <title>envelope Corrected</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p>[[recipientname]],</p> <p>[[sendername]] has corrected the envelope '[[Subject]]'. As a result, you can no longer access this envelope.</p> <td class="footer" colspan="10"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype="

29 29 <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], [[SenderName]] has corrected the envelope '[[Subject]]' As a result, you can no longer access this envelope. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

30 30 Envelope Declined This is sent to recipients after a recipient has declined to sign an envelope. HTML View HTML Body Note: You can remove the sender image from the by removing the line <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> from the HTML Body. <html><head> <title>envelope Declined</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <td class="sectionheader">from: <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> <td colspan="8"><div class="sendername">[[sendername]] ([[Sender ]])</div><div>[[SenderCompany]]</div>

31 31 <p>[[recipientname]],</p> <p>[[declinername]] has declined the envelope '[[Subject]]' (ID:[[EnvelopeID]]). <br/>as a result, the envelope has been marked as declined and cannot be completed.</p> <p>to view the declined document, click the link below:</p> <td colspan="10" class="topborder"> <td> <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">view in DocuSign</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html>

32 32 Plain Text Body [[RecipientName]], [[DeclinerName]] has declined the envelope '[[Subject]]' (ID:[[EnvelopeID]]). As a result, the envelope has been marked as declined and cannot be completed. To view the declined document, click the link below: [[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. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

33 33 Envelope Payment Failed (Signer) This 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. HTML View HTML Body <title>envelope Payment Failed Signer</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p>[[recipientname]],</p> <p>[[information]] has failed.</p> <p>please contact <a class="linkstyle" href="mailto:[[sender ]]">[[sendername]]</a> at [[SenderCompany]] to resolve.</p> <td colspan="10" class="topborder">

34 34 <td> <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access these documents by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], [[Information]] has failed. Please contact [[SenderName]] ([[Sender ]]) at [[SenderCompany]] to resolve. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service.

35 35 Envelope Voided This is sent to recipients after the sender voids an envelope. HTML View HTML Body Note: You can remove the sender image from the by removing the line <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> from the HTML Body. <html><head> <title>envelope Voided</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <td class="sectionheader">from: <td><img class="senderphoto" height="40" width="40" src="[[senderthumbnailimage]]" alt="sender image" /> <td colspan="8"><div class="sendername">[[sendername]] ([[Sender ]])</div><div>[[SenderCompany]]</div> <p>[[recipientname]],</p> <p>[[sendername]] has voided the envelope '[[Subject]]' (ID:[[EnvelopeID]]) for the following reasons:</p>

36 36 <p><b>[[voidreason]]</b></p> <p>as a result, the envelope has been marked as voided and can no longer be accessed.</p> <td colspan="10" class="bottomborder"> <td class="footer" colspan="10"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], [[SenderName]] has voided the envelope '[[Subject]]' (ID:[[EnvelopeID]]) for the following reasons: [[VoidReason]] As a result, the envelope has been marked as voided and can no longer be accessed. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

37 37 Failed Envelope Vaulting This is sent to recipients if the envelope vaulting with eoriginal fails. Vaulting is only available to certain plan types and might not be enabled for your account. HTML View HTML Body <html><head> <title>failed Envelope Vaulting</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of DocuSign</p> <p>[[recipientname]] ([[Recipient ]]),</p> <p>the attempt to vault the envelope '[[Subject]]' to eoriginal On Demand has failed due to the following error:</p> <p>[[error]]</p> <p>as a result, you cannot access the envelope, [[EnvelopeID]] in eoriginal On Demand.</p> <td colspan="10" class="bottomborder">

38 38 <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], The attempt to vault the envelope '[[Subject]]' to eoriginal On Demand has failed due to the following error: [[Error]]As a result, you cannot access the envelope, [[EnvelopeID]] in eoriginal On Demand. This message was sent on behalf of [[SupportName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Support ]].

39 39 Fax Received (signing not complete) This is sent to recipients that faxed information to DocuSign, but have not completed the envelope. Returning documents by fax is only available to certain plan types and might not be enabled for your account. HTML View HTML Body <html><head> <title>fax Received</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p>[[username]],</p> <p>your fax has been received and put in envelope [[EnvelopeID]].</p> <p>you have NOT completed your signing since you chose to resume later. To complete your signing, click below:</p> <td colspan="10" class="topborder">

40 40 <td> <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[UserName]], Your fax has been received and put in envelope [[EnvelopeID]]. You have NOT completed your signing since you chose to resume later. To complete your signing, begin by clicking the link below: [[QuickURL]] This message was sent on behalf of [[SupportName]] by the DocuSign Online Signing Service. If you have questions, send to [[Support ]].

41 41 Fax Received (Wet Sign - signing complete) This is sent to recipients that faxed information to DocuSign and completed the envelope. Returning documents by fax is only available to certain plan types and might not be enabled for your account. HTML View HTML Body <html><head> <title>fax Received Wet Sign</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p>[[username]],</p> <p>your fax has been received and put in envelope [[EnvelopeID]].</p> <p>your signing is now complete.</p> <td colspan="10" class="topborder"> <td>

42 42 <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">view Documents</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td class="footer" colspan="10"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[UserName]], Your fax has been received and put in envelope [[EnvelopeID]]. Your signing is now complete. This message was sent on behalf of [[SupportName]] by the DocuSign Online Signing Service. If you have questions, send to [[Support ]].

43 43 Forgotten Password This is sent to users that have requested to change their password due to a forgotten or misplaced password. HTML View HTML Body <html><head> <title>forgotten Password</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p>[[username]],</p>

44 44 <p>[[supportname]] has received your request to change your password because it has either been misplaced or forgotten. When you originally created your password, you entered the following forgot password questions:</p> <p><strong>[[forgotpasswordquestion]]</strong></p> <p>to create a NEW PASSWORD, you must click below and supply the correct answer to the forgot password questions.</p> <td colspan="10" class="topborder"> <td> <td colspan="4" class="button"> <a class="buttonlink" href="[[quickurl]]" target="_blank">answer Question</a> <td colspan="5"> <td colspan="10" class="bottomborder"> <td colspan="10" class="footer"> <td colspan="1" class="footer"> <td colspan="8" class="footer"><p class="codeboxinstructions">alternately, you can access this information by visiting [[DocumentValidiationCodeUrl]], clicking the &quot;access Document&quot; link, and using this security code:</p> <td colspan="1" class="footer"> <td colspan="2" class="footer"> <td colspan="6" class="codebox">[[documentcode]] <td colspan="2" class="footer"> <td colspan="10" class="footer"> <td colspan="10" class="footer"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p> </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html>

45 45 Plain Text Body [[UserName]], [[SupportName]] has received your request to change your password because it has either been misplaced or forgotten. When you originally created your password, you entered the following forgot password questions: [[ForgotPasswordQuestion]] To create a NEW PASSWORD, you must click the link below and supply the correct answer to the forgot password questions. [[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. This message was sent on behalf of [[SupportName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Support ]].

46 46 In Session Recipient Envelope Signed This is sent to in session recipients after they complete an envelope. HTML View HTML Body <html><head> <title>insession Recipient Envelope Signed</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p><b>[[recipientname]]</b>,</p> <p>thank you for signing your documents online today.</p> <p>if you DID NOT electronically view documents from [[SenderName]] today, you should immediately notify us.</p> <td colspan="10" class="bottomborder"> <td class="footer" colspan="10"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p>

47 47 </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], Thank you for signing your documents online today. If you DID NOT electronically sign documents from [[SenderName]] today, you should immediately notify us. This message was sent on behalf of [[SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

48 48 In Session Recipient Envelope Viewed This is sent to in session recipients after they view an envelope without completing it. HTML View HTML Body <html><head> <title>insession Recipient Envelope Viewed</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of [[SenderName]] at [[SenderCompany]]</p> <p><b>[[recipientname]]</b>,</p> <p>thank you for viewing your documents online today.</p> <p>if you DID NOT electronically view documents from [[SenderName]] today, you should immediately notify us.</p> <td colspan="10" class="bottomborder"> <td class="footer" colspan="10"> <p>docusign. The fastest way to get a signature.&reg;</p> <p>[[ support]]</p> <p>[[whitelisttext]]</p>

49 49 </table> <span itemscope="" itemtype=" <meta itemprop="text" content="please review and sign your document..."/> <span itemscope="" itemprop="about" itemtype=" <span itemscope="" itemprop="action" itemtype=" <meta itemprop="url" content="[[quickurl]]"/> <meta itemprop="name" content="review document"/> </body> </html> Plain Text Body [[RecipientName]], Thank you for viewing your documents online today. If you DID NOT electronically view documents from [[SenderName]] today, you should immediately notify us. This message was sent on behalf of [SenderName]] by the DocuSign Online Signing Service. If you would like to contact the sender, you can send to [[Sender ]].

50 50 Instant Account Activation This is sent to a recipient when activating a DocuSign account. HTML View HTML Body <html><head> <title>instant Account Activation</title> [[StyleSheet]] </head> <body> <table cellspacing="0" cellpadding="10" class="mainbody"> <td colspan="7" class="header">[[ title]] <td colspan="3" class="header"><img class="logo" src="[[docusignlogo path]]" alt="docusign Logo" /> <td> <td><td><td><td><td><td><td><td><td> <p>sent on behalf of DocuSign</p> <p>[[username]],</p> <p>please click the button below to finish your account activation.</p> <p>thank you for choosing DocuSign.</p> <td colspan="10" class="topborder"> <td>