Custom email and notifications
Custom email and notifications
Email subject and body
By default, the email sent to the signers contains a link to the document, a generic subject, and a generic message.
If you are using templates managed within Box, the subject and message body can be set in the template itself.
However, if you are not using templates, you can still customize the email
messages sent to the signers by passing the email_subject
and the
email_message
parameters.
Both parameters accept strings, but the email_message
parameter
also accepts HTML with some limitations.
Only some HTML tags are allowed. Links included in the message are also converted to hyperlinks in the email.
The message parameter may contain the following HTML tags:
a
,abbr
,acronym
,b
,blockquote
,code
,em
,i
,ul
,li
,ol
,strong
Custom styles on these tags are not allowed.
For example:
curl --location 'https://api.box.com/2.0/sign_requests' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer ej...3t' \
--data-raw '{
"email_subject": "All we need is your signature to get started",
"parent_folder": {
"id": "234102987614",
"type": "folder"
},
"source_files": [
{
"id": "1358047520478",
"type": "file"
}
],
"signers": [
{
"email": "signer@example.com",
"role": "signer"
}
]
}'
Manual notification
By now, you've noticed that the signature request sends an email
notification to the signers by default. This email is sent from a box.com
domain and email system.
You can take over the notification process by setting the
embed_url_external_user_id
parameter to an identifier of your choice for a
specific signer.
By setting this parameter, the signer will not receive an email notification,
and within the signature request, you get back both an embed_url
and an
iframeable_embed_url
.
The embed_url
can be opened directly, so it is suitable for your app to send
it in an email, or by any other notifications system for the signer to open.
The iframeable_embed_url
is suited to be used with the Box Embedded Sign
Client, which allows you to embed the Box Sign client on an iframe
within your web app.
For example see this request:
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer fN...dD' \
--data-raw '{
"is_document_preparation_needed": false,
"parent_folder": {
"id": "234102987614",
"type": "folder"
},
"source_files": [
{
"id": "1355143830404",
"type": "file"
}
],
"signers": [
{
"email": "signer@example.com",
"embed_url_external_user_id": "1234",
"role": "signer"
}
]
}'
Returns (simplified):
{
"is_document_preparation_needed": false,
"signers": [
{
"email": "sender@example.com",
"role": "final_copy_reader",
},
{
"email": "signer@example.com",
"role": "signer",
"embed_url_external_user_id": "1234",
"embed_url": "https://app.box.com/sign/document/22a990ce-4e24-463b-b2f4-124820fe161a/9331fe9ac85650d61645d4b0fd30fe3e0ebee7921720ab6ecca587654d3cd875/",
"iframeable_embed_url": "https://app.box.com/embed/sign/document/22a990ce-4e24-463b-b2f4-124820fe161a/9331fe9ac85650d61645d4b0fd30fe3e0ebee7921720ab6ecca587654d3cd875/"
}
],
"id": "22a990ce-4e24-463b-b2f4-124820fe161a",
}
You can now take the embedded URLs and use your own notification process or embed the signature client within your own app.