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Hyperlink for Document to Sign

New Here ,
Jul 11, 2021 Jul 11, 2021

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Hi

I was wanting to know if it is possible to send a link to a document that requires a signature to include in an email instead of having the automatic email that goes out from Adobe as says:  xxxx requests your signature.

 

I send out quotes to clients who have requested finance consultancy and I would prefer to email them with the details on the quote rather than it go out and automatically ask for a signature before they have read the quote.

 

I would prefer to email them with the quote and say 'if you would like to go ahead with this quote please click here to sign.....'

 

Thanks

Leigh

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Adobe Employee ,
Jul 12, 2021 Jul 12, 2021

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Greetings!

The solution to this issue would require an enterprise-level account as you need access to the API to retrieve the signing URL.

 

Assuming you have enterprise access, I would recommend enabling Users in Multiple Groups so you can configure one group to exclude the initial outbound email to the recipient.

You will need to contact Support to configure the back-end to suppress notification emails. (This applies to all recipients, not just the first one.)

 

When you create an agreement, you call GET /agreements/{agreementId/signingUrls to retrieve the URL for the agreement, and then you can use that URL for your personalized email.

 

Note that circumventing the initial email delivery will lose some visibility in your agreement activity record/audit report as the email isn't sent from Adobe Sign, so viewing events and email bounces can not be recorded.

 

I hope this helps!

-Scott

 

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