DocuSign SOAP - 如何将外部链接添加到信封和电子邮件退回

Question

Newbie questions:

1. How to add external link URL with custom text to the Envelop when create envelope by calling DocuSign SOAP/DSAPI CreateEnvelopeFromTemplates? The goal is: the DocuSign email sent to recipient will have informational link in the email message body in addition to standard "REVIEW DOCUMENT" link.

Is it done by setting the Customer Field "#HREF_TheURL" in the request body "/" segment in the SOAP request body? How to set the properties associated to it, such as text, Tooltip, url value, formating...etc?

2. to handle the bounced back email, is it sufficient to tell from the response body message -" value "AutoResponded"?

Thank you, CT

Answer 1

You cannot do this. It's a high security risk.

Let me explain.

Using DocuSign for phishing would become very easy if you add the capability for anyone to add links to the DocuSign official emails. They may be able to fool the end-users to do things that they shouldn't be doing (like entering their passwords in the scammer's website).

If you need a link you may need to send your own emails.