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Additional features and behaviors

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This section describes new behaviors that are specific to Embedded Recipients, as well as product enhancements that are currently only available for Embedded Recipients.

  • Embedded Recipients will receive an email on behalf of the sending account after they have completed the signing or viewing process. This is intended as a fraud-detection measure and is inherent to the Embedded process. The text of the email is configurable by the sending account.
  • This is the only Docusign-generated email that Embedded recipients will receive. They will not receive emails inviting them to sign, reporting that the Envelope has been voided, or informing them of Envelope completion because the Embedded client application is responsible for these communication tasks.
  • Embedded clients have the ability to pass in default SignatureInfo (Signature Name, Signature Initials, and Signature Font), streamlining the user set-up process.
  • Embedded clients have the ability to establish Envelope-specific SignatureInfo that is not necessarily the same as the original Recipient Username or the original signature created by the user. This allows the signature to conform to the Recipient’s printed name on a document, specifically in cases where it is represented differently from one document to the next (i.e., initials are included in one Envelope instance and not the next). The SignatureInfo, however, cannot vary in separate documents within a single Envelope.
  • The Electronic Record and Signature Disclosure agreement is consolidated into the “About You” page for Embedded Recipients. This action streamlines the signing process in relation to the Remote Recipient convention of a separate disclosure page.
  • Embedded clients have the ability to create their own branded Help content.