I need to automate sending multiple pdf documents (one needs a signature) to 150 recipients using docusign. I have looked through the documentation but not getting anywhere. Appreciate any help or suggestions.
Thanks.
I have looked through docusign's documentation but could not find how to automate this. As per the documentation, one document can be sent to multiple recipients. In my case one of the pdf document is unique to a recipient and the other is common to all recipients which needs a docusign.
So, the process known as "bulk sending" can be used to send similar docs to many recipients. I say similar, because if the changes are minor, you can do them by using custom fields, tabs or some other mechanism (Say you just need a different amount in each doc, but everything else is the same).
However, if you truly need 150 recipients to get 150 different documents, you cannot use bulk send.
In that case, you have to just create 150 envelopes from your code. You can use a loop to iterate and just create them one at a time. If you can create one, you can create 150, it's just a matter of fetching your documents and recipients from a database of something and going in a loop.
Related
I have a workflow that I need to get done in Airtable:
The user fills a row in a table.
The row that gets filled is made into a pdf using page designer.
The designed page is sent as a pdf to some static email addresses.
The pdf also needs to be stored in another table as an attachment.
I did the first two parts. I’m having trouble doing the other two as I cannot figure out anything to do about it. I would be grateful if anyone helps. Thanks!
You can create the last two steps of your scenario using "automations."
when the PDF is saved into airtable, use the automation tool to send that attachment to the email provided using an IF statement.
You can then create a THEN statement for the automation to complete after each email has been sent.
You'll need a pro account if you want to send more than 100 emails per day I believe.
It seems that specialized software is better suited for your tasks, which allows you to generate PDF files from a row, send them to recipients, and save them in another table as an attachment.
I use Plumsail Documents for such purposes. This software allows you to generate documents with data from any system, sign them, send them by email and save them across any app. This software has many integrations, including Airtable. The good thing is that they have a free trial period of 30 days, with no credit card required. I recommend reading an article about comparing Airtable Page Designer and Plumsail Documents.
In short, you will need to follow a few steps:
Create a document template in Plumsail Documents processes to
generate documents with data from Airtable from this template;
Configure the delivery and storage parameters of the finished
document;
Connect Airtable to Plumsail Documents using Zapier or Power
Automate and configure data transport from Airtable to document
template;
I want to move emails from one folder to another based on the selection of one item.
If I choose one email I want all email with a similar subject to be moved from that folder into another folder (we can sort by subject and move the email, this may be faster).
Also I want to calculate response time of first received email with same subject and the response time of the email which I have replied at the last.
Moving one email is working.
Example
Subject of the email: Need data
Received at 1 AM, acknowledged at 1:10 AM and responded at 1:40 AM
In that case I need to calculate the timings as 40 MIN
i have tried selecting one email and run the macro and it is moving to another folder correctly but i need all the similar subject of the has to be moved faster
To find items that correspond to your conditions in Outlook you may use the following methods:
Find/FindNext - read more about these methods in the How To: Use Find and FindNext methods to retrieve Outlook mail items from a folder (C#, VB.NET) article.
Restrict - read more about this method in the How To: Use Restrict method to retrieve Outlook mail items from a folder article.
AdvancedSearch - see Advanced search in Outlook programmatically: C#, VB.NET for more information.
The Move method can be used for moving items into another folder.
I have just started a new job where I receive a new assignment with a job name in the subject field of an email (amongst many other emails).
I would like to build a macro that automatically takes a specified string out of the subject text - creates a new inbox folder with that name - and then sets up a rule to move a copy of all future mail with that string into the named folder.
I am doing this at least 3 or 4 times a day and would like to make this task less repetitive.
The site is for programmers to help one another develop their programming skills. It is not a site where you can post a vague specification and hope someone will implement it for them. No one could implement your specification because too much is missing. You need to start by designing the system you seek which will identify all the information you will need for a specification.
Step 1: You need something to look at every incoming email and classify it as a task-email or not-a-task-email. Is this classification simple? Perhaps task-emails have a subject that starts with the word “Task”. Perhaps there is a phrase within the body of the email? Are task-emails totally consistent? Does a manager have a system for assigning tasks? Perhaps they are given a list of new tasks and a list of people who could action that task. They select a task and a person and the system creates the assignment email. With such a system, the emails will be totally consistent. But, if the emails are hand-crafted by the manager, they will be similar but not identical in format. Handling inconsistencies will make this a much more difficult task.
Step 2: Having identified an email as a new-task-email, the subject must be decoded to extract the task identifier. What is the format of that subject? Is it something simple like “Task xxxxxxx” where “xxxxxxx” is the identifier? Is the subject of a new assignment different from the subject of follow-up email?
Step 3: Your specification implies you can easily distinguish new and follow-up task-emails. I deduce this from the requirement to create a new folder for new task emails and to create a rule that moves any follow-up emails to that folder. I doubt creating a new rule for each task is a good idea. If you have at least 3 or 4 of these emails a day. That is 15 or 20 or more new rules per week. Rules that will have to be checked for every new email. I do not know how your business operates but this does not seem sensible to me. You want to create a new folder per task which seems sensible. Once you have finished a task, I assume you delete the task folder or, better, move it to an archive folder. Then you will have to go into the Rule manager, find the relevant rule and delete it. Will you do that manually or will you want another macro?
Step 4: How are you going to implement this? I think you are correct in thinking a rule is the right approach. Rules have lots of ways of selecting an email for processing and lots of possible actions they can perform on a selected email. However, there is a limit to the selection and action options. I am confident you will exceed those limits. One of the possible actions is to “run a script”. That is, pass the email to a macro that can do anything an Outlook VBA macro can do not just the things Microsoft thought would be useful for a rule.
Step 5: What is the scope of this macro? You have three types of email: new-task, follow-up-task and non-a-task email. Can you have one rule to identify new-task emails and another to identify follow-up-task emails? If you can, you will need a macro to create the folder. You might be able to move follow-up-task-emails with a rule or you might need another macro for that. If you cannot identify a task-email or a follow-up-task email, you will probably have to pass every email to the macro which will handle the classification and the auctioning of the task-emails.
The above is as much of the design as I can create at this stage. You need to finish the design and update your question. I cannot promise that anyone will help you create your macros but at least you will know what you have to investigate to write those macros yourself.
We've written a macro for outlook to order email address in the To and CC fields in alphabetical order, this is to remove "preferences" from the list. Problem is this obviously doesn't work when emails are sent from smartphones or tablets, we would like to implement this macro or something else into exchange so that all emails passing through exchange have the addresses re-ordered. Does anyone know if it's possible and how to go at it?
Thank you,
James
If anyone else is looking into this, the right way arround it is to develop a transport agent (exchange 2007 onwards if not mistaken) with theese libraries:
Here is the MSDN for exchange 2013 (the version i'm using):
http://msdn.microsoft.com/en-us/library/office/dd877026(v=exchg.150).aspx
Do not try with microsofts EWS because it won't let you actually get all the flow of emails and edit them, it allows you to access create and modify elements (emails,appointments, tasks) but for individual accounts.
I'm building an order management system for customers. I need to set it up so I can build a form that emails a brief of the order status to a customer. The trick is that a customer can have multiple emails i.e no limits on that and the form I need to set up would show the brief generated in a textbox(nothing hard there) as well as a list of checkboxes with the email addresses which to send to.
Clicking on/off the checkboxes determines which addresses would the brief be sent to. I have everything worked out except for one main thing i.e the form - I'm not sure how can I actually set this part up i.e I'm using simple_form here and I'm not sure which model would I be making the form against? Do I need to build another model here? I'm pretty stuck.
May be you can create model like Email without database and use all ActiveRecord helper methods. These articles may be helpful.
http://yehudakatz.com/2010/01/10/activemodel-make-any-ruby-object-feel-like-activerecord/
http://railscasts.com/episodes/193-tableless-model?view=asciicast