I am wondering if anyone else has noticed and has taken issue with the change to correspondence to clients sent from CAS360, changed as of this Monday 29th Oct just gone?
I believe this specifically relates to DocuSign documents (docs or annual reviews) being sent to clients.
Until now at our firm, we have been sending correspondence to our client and CCing in the Director and client manager, and collecting a BCC copy to our corp sec email.
Recipients would receive the email and see the others that were CCd in, as per standard email formatting.
Now, however, each individual person is receiving a separate email with no CCs - as if we have only sent the email to them. Weâve had a number of concerned queries from our Directors and Managers as to why they received the email and if the email was even sent to the client - it has caused us quite a headache.
Just checking to see if anyone else has noticed and brought it up?
Kind regards,
Laneth
EDIT - Iâve just been informed also that the people that are CCd in are receiving copies of the âDocuments Completedâ emails for every email they were included in. This is a major issue, especially as it was changed without consultation or announcement.
Just to clarify this change only applies to DocuSign documents. All other document processes remain the same.
On 25th Oct we released a change to the DocuSign process for CCâd and BCCâd recipients. We had to make this change as CCâd and BCCâd recipients on DocuSign emails were actually able to sign the documents.
This was something that we needed to resolve in-order to protect the security of the document.
The reason why the email does not show the recipient and all CCâd contacts is because now in the current release CCâd and BCCâd email addresses on DocuSign documents no longer receive the same email as the signer. This is how DocuSign have implemented their âView-Onlyâ feature.
The CCâd and BCCâd recipients receive a âView-Onlyâ email. We do not have the option of sending the same email (as we canât send the signing link). In the âView-Onlyâ the document can be viewed, however not signed.
We also removed an email-duplication that was happening per recipient for all CCâd/BCCâd clients. Now you can clearly see in the outbox who has received the email.
As DocuSign is a 3rd party we donât have complete control over the feature set provided. Currently DocuSign do not support notifications back to CAS360 for CCâd and BCCâd. This is why you are receiving confirmation emails from DocuSign (and not CAS360).
If you do not wish to receive completed DocuSign emails, this is something that may be configured in DocuSign email settings. Unfortunately at this stage, we do not have the ability to control this from an API.
Thanks for the detailed response, Warren. The ability of CCâd and BCCâd recipients to sign the documents was a real problem from my perspective. So if this is the resolution, I guess we just have to live with it!
As this is posing such a problem, I wonder if there couldnât be a potential alternative that we could develop as part of the email templates for DocuSign.
Perhaps having a code hook the likes of ${recipients} to output a group or list of email recipients entered in the TO/CC fields (but not BCC)?
In this way, we could include an âOffice Use Onlyâ section at the footer of the email for our Directors/Managers to be able to see and verify if their clientâs email is indeed correct.
Seems like itâs either going to be this, or stop using DocuSign altogether, unless we need to add several more steps to the process.
Thanks for sending this suggestion through, we are currently investigating a number of ways that we can add features to the process to identify the Signing recipients to the CCâd and BCCâd recipients
Given I only work Tues/Thurs, I must apologise for my tardy response - I only just saw this now. (Gonna check my notification settings after posting this replyâŚ)
This is excellent news! Iâm going to look into this today. I do note, however, that there is nothing as yet added to the CAS 360 Dictionary for this? Where would I find the merge fields?