Configuring One-Click Send for Specific Envelopes
One-Click Send enables users to send an envelope for eSignature without needing to go through the various eSignature screens. You can directly send documents to default recipients or Primary Contacts with a single click without configuring additional attachments or recipients. You must have exactly one document in the Notes and Attachments section and one recipient in DocuSign Recipients related list. However, One-Click Send for Specific Envelopes enables the users to enable One-Click Send feature for specific envelopes only. To enable this feature, One-Click Send checkbox in the System Properties must be disabled. Also, you must pass a parameter &oneclick=true in the URL with your envelope Id.
Your users will be able to use this feature only if you have disabled One-Click Send system property in Custom Settings.
For detailed information, refer to the following use case:
|
One-Click Send checkbox enabled? |
Value of &oneclick= parameter |
Result |
|---|---|---|
|
Yes |
All documents will be sent using One-Click feature, if eligible. |
|
|
No |
true |
The Document ID that you pass in the parameter will be sent using One-Click Send feature. |
If One-Click Send checkbox is enabled, the &oneclick= parameter is not checked by the system.
