DocuSign Information Guide. DocuSign Resource File. Overview. Table of Contents

Transcription

1 DocuSign Information Guide DocuSign Resource File Overview This guide provides information about the default messages and formats contained in the branding resource file in the DocuSign system. The information in the master resource file can all be modified and then uploaded to a brand profile for your account to provide a customized 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 views can be set in the account branding page for your account or by editing the HTML body s in the 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 Resource file, please review your views with each new DocuSign release. Table of Contents General Resource File Information... 2 Uploading and Downloading the Resource File Resource File Editing Information Resource File Usage... 6 Reviewing Resource File Edits Template Formats... 7 Copyright, Trademark and Patent Information... 93

2 2 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 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. Branding 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 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. 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 the 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 resource file for a brand profile. You can have different resource files for each brand profile. 1. From the Classic DocuSign Experience web application, click your profile image in the upper right of the console and select Preferences. The Preferences page is displayed. Select to view your Preferences 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.

3 3 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 select the download language for the master resource file and 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. 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. If you have uploaded a custom file, information about when and who last uploaded resource file is shown adjacent to the download button.

4 4 Resource File 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, DocuSign recommends that you also make the 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. The templates in the resource file are used for both web and mobile . You cannot create separate templates for web and mobile . DocuSign recommends that you do not change the location of buttons in the text. Modified resource files must be saved as xml files. 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. Language Codes The resource file has a two-letter language code at the start of the resource file that sets the language used for s in the file. This code can be used to customize s for a particular language. If a value other than en is entered for this, when a recipient views an with that language the setting, the information for the modified template is used. There can be multiple language wrappers in a resource file. Note: If you modify the 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 resource file, then the default DocuSign format for that language is used. Example: If you want to customize the 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 information for English] <data name="carboncopynotification_htmlbody"> [specific information for English] </language> <language twoletterisoname="de"> <data name="accountactivationfailed_htmlbody"> [specific information for German] <data name="carboncopynotification_htmlbody"> [specific information for German] </language> <language twoletterisoname="fr"> <data name="accountactivationfailed_htmlbody"> [specific information for French] <data name="carboncopynotification_htmlbody"> [specific information for French] </language> </root>

5 5 Replacement Characters For the following characters, you must use the XML numeric replacement value in the body. Using HTML characters will cause an error when parsing the XML file. Original Character XML Numeric Replacement Ampersand & & Apostrophe (single-quote) &#39; 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 is generated. Note: New merge fields cannot be added to an template. However if the merge field is already used in the , it can be added into the again in a different location. For example you cannot add the [[Data:DeclineReason]] merge field to the Envelope Declined , but you could add new text with the [[Data:RecipientName]] merge field. There are several types of merge fields used in the resource file: Data merge fields: these merge fields insert DocuSign data, such as the recipient or sender name, into the . Example: [[Data:RecipientName]] displays the recipient s name in the . Brand merge fields: these merge fields insert branding information, such as colors and logos, into the . 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 . Note: If you want to use an header logo that is not stored in DocuSign Brand Profile 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 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 . 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 the [[Conditional: Blurb]] <span style="font-size:15px;color:#333;font-family:helvetica,arial,sans Serif;line-height:20px;">[[Data: Blurb]] will show the message the sender added when sending documents, which is included as Data: Blurb. If the sender

6 6 did not add an message, the DocuSign default information after [[Conditional: BlurbUseDefault]] is used. Example 2: If the sender of an has uploaded an image to their ID card, then the image is shown in s with the line [[Conditional:SenderThumbnailImage]]<td style="padding-right:12px;padding-bottom:20px;"><img style="height:40px;width:40px;-webkit-border-radius:2px;-moz-borderradius: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 by removing the line [[Conditional:ShowIntroductionSender]][[Conditional:SenderThumbnailIm age]]<td style="padding-right:12px;padding-bottom:20px;"><img style="height:40px;width:40px;-webkit-border-radius:2px;-moz-borderradius:2px;border-radius:2px;" height="40" width="40" src="[[data:senderthumbnailimage]]" alt="picture of [[Data:SenderName]]" /></td>" /></td> from the HTML body of the 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 . 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;fontweight:bold;">sent on behalf of [[Data:SenderName]] [[Conditional:SenderCompany]], at [[Data:SenderCompany]] [[Conditional: BlurbUseDefault]] [[Conditional:DocumentNames]]Please DocuSign [[Data:DocumentNames]] Resource File Usage In general, the resource file associated with the brand profile set as the Send Default is used for s 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 resource file associated with the selected brand profile is used for the s.

7 7 Reviewing Resource File Edits After uploading a modified resource file, you can review the changes made to the templates in the Resources tab for the brand profile. The template preview pane is below the resource upload/download buttons in the Resources tab. Note: If you have not uploaded an resource file, the preview pane is blank. To view a modified template, select the template data name in the Modified Templates list. Only the 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. Template Formats This section provides information about when a particular format is sent by the DocuSign system, shows an image of the default HTML view, and the text used for the plain text body version. The views show the general Data and Conditional merge fields used in each . Note that the HTML view uses the default DocuSign branding and the Brand merge fields are not shown. The template information is presented in the order that templates are shown in the resource file.

8 8 Account Activation Failed This is sent to administrators when a new user is unable to pass the security check to activate their membership in an account. HTML View Plain Text Body 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 from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

9 9 Agent Notification This 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. HTML View

10 10 Plain Text Body Hello [[Data:RecipientName]], [[Data: Blurb]] [[Data:RecipientNote]] [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

11 11 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 Plain Text Body Hello [[Data:RecipientName]], This message has been sent because you have activated the BCC archiving feature for your account. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

12 12 Carbon Copy Notification This is sent to a recipient with a Receive a copy recipient action. HTML View

13 13 Plain Text Body Hello [[Data:RecipientName]], [[Data: Blurb]] [[Conditional:RecipientNote]]Notes [[Conditional:RecipientNote]][[Data:RecipientNote]] [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

14 14 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

15 15 Plain Text Body [[Data: Blurb]] [[Conditional:RecipientNote]]Notes [[Conditional:RecipientNote]][[Data:RecipientNote]] [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

16 16 Change Confirmation This is sent to an account user when the address used for the user s DocuSign account is changed. This is usually a user initiated process. HTML Version

17 17 Plain Text Body Hello [[Data:RecipientName]], [[Data:SupportName]] has received your request to change the Address that you use with [[Data:ProductName]]. To confirm that you have access to your new address, you please click the button. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

18 18 Change Notice This is sent to an account user at their original address when a change of address is requested for the user. This is usually a user initiated process. HTML Version Plain Text Body Hello [[Data:RecipientName]], [[Data:SupportName]] has received a request to change the Address that you use with [[Data:ProductName]]. A confirmation was sent to the new address, '[[Data:New ]]'. If you did not request to change your address, you should immediately notify [[Data:SupportName]] at [[Data:Support ]]. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

19 19 Change Password Request This is sent to an account user when they request a password reset. HTML Version

20 20 Plain Text Body Hello [[Data:RecipientName]], [[Data:SupportName]] has received your request to change the password you use with [[Data:ProductName]]. To change your password, please click the button. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

21 21 Change Signer This 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. HTML View

22 22 Plain Text Body Hello [[Data:SenderName]], [[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. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

23 23 Digital Signatures Pending This is sent to signers that need to apply a digital signature to documents after all other signers have electronically signed the documents. The message presented to the signer depends on conditional items, such as if the digital signature is optional or if this is a reminder/expiration . HTML View

24 24 Plain Text Body Hello [[Data:RecipientName]], [[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]] at 11:59 pm [[Data:TimeZone]]. REVIEW DOCUMENT [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

25 25 Document Markup Activation This 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. HTML View

26 26 Plain Text Body Hello [[Data:RecipientName]], The documents you recently signed, [[Data:Subject]], have some recommended changes. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

27 27 Draft Envelope Completed Reserved for Future Use.

28 28 Draft Envelope Failed Reserved for Future Use.

29 29 Envelope Activation Failed This is sent to a sender when a recipient fails an authentication check. HTML Version

30 30 Plain Text Body Hello [[Data:SenderName]], [[Data:RecipientName]] was unable to pass authentication for [[Data:Subject]]. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

31 31 Envelope Activation With No Notary Selected Reserved for Future Use.

32 32 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

33 33 Plain Text Body From: [[Data:SenderName]] ([[Data:Sender ]])[[Data:SenderCompany]] Hello [[Data:RecipientName]], [[Data:SenderName]] has requested that you electronically sign documents while witnessed by a notary public. [[Data: Blurb]] [[Data:RecipientNote]] The following notary public will contact you to schedule a convenient time and location to conduct the signing ceremony: [[Data:NotaryName]] [[Data:Notary ]] [[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]] [[Conditional:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]] at 11:59 pm [[Data:TimeZone]]. REVIEW DOCUMENT [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

34 34 Envelope Activation This is sent to a recipient with a Sign recipient action. The digital certificate information will only appear if the sender requests that the signer use a digital certificate. HTML View

35 35 Plain Text Body Hello [[Data:RecipientName]], [[Data: Blurb]] [[Conditional:RecipientNote]]Notes [[Conditional:RecipientNote]][[Data:RecipientNote]] [[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:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]] at 11:59 pm [[Data:TimeZone]]. REVIEW DOCUMENT [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

36 36 Envelope Corrected This is sent to a recipient after the sender has corrected document information. HTML View Plain Text Body Hello [[Data:RecipientName]], [[Data:SenderName]] has corrected [[Data:DocumentNames]] As a result, you no longer have access. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

37 37 Envelope Declined This is sent to all other recipients after one recipient has declined to sign the documents. HTML View

38 38 Plain Text Body Hello [[Data:RecipientName]], [[Data:DeclinerName]] declined [[Data:DocumentNames]]. As a result, the documents cannot be completed. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

39 39 Envelope Payment Failed Sender This 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. HTML View

40 40 Plain Body Text Hello [[Data:RecipientName]], [[Data:Information]] has failed for [[Data:RecipientName]] because: [[Data:Error]] Please check your account and resolve this problem directly with [[Data:RecipientName]]. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

41 41 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

42 42 Plain Text Body Hello [[Data:RecipientName]], [[Data:Information]] has failed for [[Data:RecipientName]] because: [[Data:Error]] Please check your account and resolve this problem directly with [[Data:RecipientName]]. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

43 43 Envelope Voided This is sent to recipients after the sender voids the documents. HTML View

44 44 Plain Text Body Hello [[Data:RecipientName]], As a result, [[Data:EnvelopeID]] can no longer be accessed. [[Data:VoidReason]] [[Data:Subject]] was voided for the following reason: This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. Do Not Share This This contains a secure link to DocuSign. Please do not share this , link, or access code with others. Need Help? Visit our Support Site or contact us at [[Data:Support ]]. The Global Standard For Digital Transaction Management

45 45 Failed Envelope Vaulting This 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. HTML View Plain Text Body Hello [[Data:RecipientName]], 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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

46 46 Fax Received Wet Sign (signing complete) This 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. HTML View

47 47 Plain Text Body Hello [[Data:RecipientName]], Fax has been received and added to [[Data:DocumentNames]]. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

48 48 Fax Received (signing not complete) This is sent to recipients that faxed information to DocuSign, but have not completed the documents. Returning documents by fax is only available to certain plan types and might not be enabled for your account. HTML View

49 49 Plain Text Body Hello [[Data:RecipientName]], Fax has been received and added to [[Data:DocumentNames]]. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

50 50 Forgotten Password This 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. HTML View

51 51 Plain Text Body Hello [[Data:RecipientName]], [[Data:SupportName]] received your request to change your password. [[Conditional:ForgotPasswordQuestion1]]When you originally created your password, you entered the following forgot password questions: [[Conditional:ForgotPasswordQuestion1]][[Data:ForgotPasswordQuestion1]] [[Conditional:ForgotPasswordQuestion2]][[Data:ForgotPasswordQuestion2]] [[Conditional:ForgotPasswordQuestion3]][[Data:ForgotPasswordQuestion3]] [[Conditional:ForgotPasswordQuestion4]][[Data:ForgotPasswordQuestion4]] Please contact [[Data:SupportName]] if you did not initiate this request. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

52 52 In Session Recipient Envelope Signed This is sent to in-session recipients (also known as embedded or captive recipients) after they complete signing. The sending of this can be suppressed by selecting the Suppress to Embedded Signers option in the Preferences - Features settings. HTML View Plain Text Body Hello [[Data:RecipientName]], Thank you for signing your documents. If you did not DocuSign with [[Data:SenderName]], please contact support. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

53 53 In Session Recipient Envelope Viewed This is sent to in-session recipients after they view documents without completing their actions. The sending this can be suppressed by selecting the Suppress to Embedded Signers option in the Preferences - Features settings. HTML View Plain Text Body Hello [[Data:RecipientName]], Thank you for viewing your documents. If you did not view documents from [[Data:SenderName]], please contact support. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

54 54 Instant Account Activation Personal This is sent to a recipient when activating a DocuSign account. HTML View

55 55 Plain Text Body Hello [[Data:RecipientName]], 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 address and complete your account registration process. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

56 56 Instant Account Activation This is sent to a recipient when activating a DocuSign account. HTML View

57 57 Plain Text Body Hello [[Data:RecipientName]], Please click the 'Activate' button to finish your account activation. Thank you for choosing DocuSign. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

58 58 Notary Request For Existing Notary This 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. HTML View

59 59 Plain Text Body Notary Service Requested From: [[Data:SenderName]] ([[Data:Sender ]])[[Data:SenderCompany]] Hello [[Data:RecipientName]], [[Data:SenderName]] has requested you act as notary public for an electronic signature ceremony. [[Data: Blurb]] [[Data:RecipientNote]] 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:Signer ]] [[Data:SignerPhone]] [[Data:SignerAddress]] Step 3: When you are with the signer, begin the signing ceremony. [[Conditional:IsExpirationMail]]Expiration Pending: This document will expire on [[Data:EnvelopeExpirationDate]] at 11:59 pm [[Data:TimeZone]]. [[Data:QuickURL]] Visit DocuSign.com, click 'Access Documents', and enter the security code: This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

60 60 Notary Request For Unregistered Notary Reserved for future use.

61 61 OFAC Failed This is sent to an administrator when a recipient is found on the Office of Foreign Assets Control (OFAC) Special Designated Nationals list during authentication. HTML Version Plain Text Body Hello [[Data:RecipientName]], [[Data:RecipientName]] was unable to pass authentication for [[Data:Subject]]. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

62 62 Purge Documents This 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. HTML Version

63 63 Plain Text Body Hello [[Data:RecipientName]], Documents from [[Data:Subject]] (ID:[[Data:EnvelopeID]]) are scheduled to be purged on [[Data:PurgeDate]] at Midnight ET. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management

64 64 Reassign Signer This 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. HTML View

65 65 Plain Text Body [[Data:OriginalRecipientName]] received documents to electronically sign from [[Data:SenderName]], but determined that you should sign in their place. [[Data: Blurb]] [[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. [[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. This message was sent to you by [[Data:SenderName]] who is using the DocuSign Electronic Signature Service. If you would rather not receive from this sender you may contact the sender with your request. This contains a secure link to DocuSign. Please do not share this , link, or access code with others. [[Conditional:SupportName]]If you need assistance, please contact [[Data:SupportName]] [[Conditional:Support ]]([[Data:Support ]]) The Global Standard For Digital Transaction Management