Feb 242013
 
HIdden Docusign Feature

HIdden DocuSign Feature

While trying to figure out how to customize DocuSign, I came across a cryptic message on their discussion forum asking, “Can I use @Sender in a Template?”.

I know about @me and @Sender when creating an Envelope, but when I add it to a Template, the Role information auto-populates it to my name/email information. Is there a way to make it auto-populate to whichever account member is using the template?

I can find nothing in the Docusign documentation about using @me and @Sender but I was not worried about that, it is not hard to put your own name in if you are just doing a single envelope. But we might send out numerous documents a day created from a DocuSign template and it would be great to have the sender’s name and email filled in automatically.

A DocuSign moderator replied that it was not possible:

That functionality is currently not supported. I think that would definitely be a nice to have so I would file that as a Product Enhancement so that maybe we can get it into the new Sending UI that will take into account whether it’s a template or not.

Two hours later another person from DocuSign replied it was possible:

Sure there is, just make the Role name Sender in the template and it’ll work.

Sure enough! If you name one of the template roles “Sender” then DocuSign will fill in the sender’s name and email address when the envelope is created using the template. I changed the first role in the template from “Agent” to “Sender” and now the Agents only have to fill in the client’s name and address. I wonder how many other secret hidden features are lurking under the surface.


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Feb 242013
 

DocuSign Logo

We have just started using DocuSign at the office and it should speed up our signature gathering considerably. While putting DocuSign through the paces I noticed that the emails sent to clients from Docusign were probably designed by programmers and not marketers, so it was time to figure out how to modify them. DocuSign has a lot of published documentation. Very redundant in many areas but totally lacking in many of the higher-end features. The only documentation I could find just stated that it was possible to manipulate DocuSign’s email output by editing the XML Resource Files found in Branding section. So it was time to explore and learn as well as a lot of trial and error.

First I downloaded the DocuSign_EmailResources.xml file that controls all the outgoing emails from the “Branding” section and started digging around inside the code. Using some searching I found that the text from the email I wanted to update in the “EnvelopeActivation” title section.

My first change was simple and probably unnecessary. I noticed the company logo had a generic alt tag. Why not put the company name in there?

Original:
<td colspan="2" style="white-space:nowrap;background-image:none;">
<img src="[[EmailLogoPath]]" alt="Email Brand Logo" /></td>

Updated:
<td colspan="2" style="white-space:nowrap;background-image:none;">
<img src="[[EmailLogoPath]]" alt="[[SenderCompany]] Logo" /></td>

The emails had a line that just said “Review Documents” under the logo which made no sense to me. I looked and found that it was controled by the tag “EmailTitle” but could not find where this tag was set. It was not the title of the email. So, I just removed the tag and replaced it with similar text but this time hot-linking to the document needing signed.

Original:
<td colspan="2" class="TitleStyle">
  [[EmailTitle]]
</td>

Updated:
<td colspan="2" class="TitleStyle">
  <a href="[[QuickURL]]" target="_blank" id="A1" >
    Review and Sign Documents</a>
</td>

Next was a line that said “Sent on behalf of at which I got rid of completely since I was going to have a signature line at the bottom of the email with the exact same info yet in a more readable format.

Original:
<p>Sent on behalf of <a class="LinkStyle" href="mailto:[[SenderEmail]]">[[SenderName]]</a> at [[SenderCompany]].</p>

Updated:

Next I cleaned up the email body by removing the hot-link to the recipient’s email (Why would they want to click their own name?) Then I added the personalized signature line that would follow the envelope’s “EmailBlurb”.

Original:
<p>[[RecipientName]] (<a  class="LinkStyle" href="mailto:[[RecipientEmail]]">[[RecipientEmail]]</a>),</p>
<p>[[EmailBlurb]]</p>
<p>[[RecipientNote]]</p>

Updated:
<p>[[RecipientName]],</p>
<p>[[EmailBlurb]]</p>
<p>[[RecipientNote]]</p>
<p>Thank-You!</p>
<p>[[SenderName]]<br />
<a class="LinkStyle" 
  href="mailto:[[SenderEmail]]">[[SenderEmail]]</a><br />
<a class="LinkStyle" 
  href="https://MidColumbiaInsurance.com" target="_blank">[[SenderCompany]]</a><br />
(509) 783-5600</p>

I really didn’t understand why the link to the document that the client expects to sign was just labeled “Review” instead of “Review & Sign”. So I fixed it. While I was at it, I made the “ButtonArrow” tag a seperate link so that the space between the text and the graphic was not underlined. (Yes, I can be OCD). The other odd thing is that this “ButtonArrow” graphic appears to be just a square transparent file.

Original:
<a class="action" 
  href="[[QuickURL]]" target="_blank" id="A1" >Review Documents [[ButtonArrow]]</a></td>

Updated:
<a class="action" 
  href="[[QuickURL]]" target="_blank" id="A1" >Review and Sign Documents</a>&amp;nbsp;
<a class="action" 
  href="[[QuickURL]]" target="_blank" id="A1" >[[ButtonArrow]]</a>

Finally, I renamed and moved the “MORE OPTIONS” section to go under the DocuSign tag line. “More Info” was more accurate and sounded better. The “Change Signer” link was also removed since we will never use it so it just leads to an error message saying they are not allowed to change the signer.

Original:
<td colspan="2" class="FooterOuterStyle">
  <span class="FooterHeaderStyle">MORE OPTIONS:</span>
  &amp;nbsp;&amp;nbsp;
  <a class="FooterLinkStyle" href="[[ChangeURL]]" target="_blank" id="changeurl" >Change Signer</a>
  &amp;nbsp;&amp;nbsp;|&amp;nbsp;&amp;nbsp;
  <a class="FooterLinkStyle" href="http://www.docusign.com/senders-support/support-main-page" target="_blank" id="support" >Support</a>
  &amp;nbsp;&amp;nbsp;|
  &amp;nbsp;&amp;nbsp;
  <a class="FooterLinkStyle" href="http://www.docusign.com/resources/intro-to-electronic-signatures" target="_blank" id="esig" >About electronic signatures</a>
</td>

     ..some stuff not shown..

<td class="BottomTextStyle">          
  <p><strong>DocuSign. </strong>The fastest way to get a signature.&amp;reg;</p>
  <p>[[EmailSupport]]</p>          
  <p>[[WhiteListText]]</p>         
</td>        

Updated:
<td class="FooterOuterStyle">
  <p>
  <strong>DocuSign. </strong>The fastest way to get a signature.&amp;reg;<br />
  <span class="FooterHeaderStyle">More Info:</span>
  &amp;nbsp;
  <a class="FooterLinkStyle" 
    href="http://www.docusign.com/senders-support/support-main-page" target="_blank" id="support" >DocuSign Support</a>
  &amp;nbsp;|
  &amp;nbsp;
  <a class="FooterLinkStyle" 
    href="http://www.docusign.com/resources/intro-to-electronic-signatures" target="_blank" id="esig" >About electronic signatures</a>
  </p>
  <p>[[EmailSupport]]</p>  
  <p>[[WhiteListText]]</p>     
</td> 

Learned a lot. Hopefully by documenting it here I will remember what I did when we decide to do something else down the road.


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Feb 142013
 

Wild.
Cheryl Strayed.
amazon.com
LibraryThing
GoodReads
Google Books

2 hours into the 11+ hour audiobook and am giving up. There are too many good books to read. This book was recommended by Oprah’s Book Club on June 12th, 2012 and by July 15th it hit #1 on the New York Times Bestseller list, where it stayed for seven weeks.

The numerous reckless and stupid things she recalls piled too high for me to continue. Sure she was depressed, sure she was lonely, sure she was young, sure ….

Here are some quotes from Goodreads (the Amazon quotes seem like hype from the Oprah book club):

What kind of dimwit would decide to backpack the Pacific Crest Trail alone with zero backpacking experience? Apparently the same kind of dimwit who would try heroin just because the stranger she spent the night with happens to need a fix. – Jeanette (Netterooski)
A self-absorbed, ill-prepared woman, 26 years old, leaves her husband (a decent guy) for no good reason, mucks her life up even further with drugs and reckless sex, then engages in some vacuous navel-gazing on the Pacific Crest Trail. – Cathy
So much baggage. As a backpacker myself, I cringed to read about hoisting a backpack so heavy that she could only strap it on while sitting on the ground. How she managed to balance that pack and not let it accidentally fling her off the Sierras, even after Albert put that bag on a diet, is beyond me. And those tight boots that ate her toenails and mangled her feet into a fine pulp!! – HappyReader
I know what Cheryl felt like on the Pacific Crest Trail because I felt like that reading her book. Neverending. Arduous. But without that whole enlightenment part. – Nikiverse

Book Info

Wild: From Lost to Found on the Pacific Crest Trail
by Cheryl Strayed
Publisher: Knopf
Published: 03/20/2012
ISBN-10: 0307592731
ISBN-13: 978-0307592736
Started: 02/12/2013
Abandoned: 02/14/2013
Source: Mid-Columbia Library
Reason: #1 New York Times Bestseller Non-Fiction
Format: audiobook

Publisher Synopsis

Oprah’s Book Club 2.0 selection.

A powerful, blazingly honest memoir: the story of an eleven-hundred-mile solo hike that broke down a young woman reeling from catastrophe—and built her back up again.

At twenty-two, Cheryl Strayed thought she had lost everything. In the wake of her mother’s death, her family scattered and her own marriage was soon destroyed. Four years later, with nothing more to lose, she made the most impulsive decision of her life: to hike the Pacific Crest Trail from the Mojave Desert through California and Oregon to Washington State—and to do it alone. She had no experience as a long-distance hiker, and the trail was little more than “an idea, vague and outlandish and full of promise.” But it was a promise of piecing back together a life that had come undone.

Strayed faces down rattlesnakes and black bears, intense heat and record snowfalls, and both the beauty and loneliness of the trail. Told with great suspense and style, sparkling with warmth and humor, Wild vividly captures the terrors and pleasures of one young woman forging ahead against all odds on a journey that maddened, strengthened, and ultimately healed her.


Author Info
Raised in Minnesota, Strayed now lives in Portland, Oregon with her husband, the filmmaker Brian Lindstrom, and their two children.


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Feb 142013
 

Argo.
Antonio Mendez.
amazon.com
LibraryThing
GoodReads
Google Books

The movie was such a big hit. I put a reserve in at the library for the DVD but I was #79 on the hold list. I knew I wanted to read the book anyway before I saw the movie. So glad I did.

Book Info

Argo: How the CIA and Hollywood Pulled Off the Most Audacious Rescue in History
by Antonio Mendez
Publisher: Viking
Published: 09/13/2012
ISBN-10: 0670026220
ISBN-13: 978-0670026227
Started: 02/07/2013
Finished: 02/14/2013
Source: overdrive audiobook
Reason: Wanted to read the book before watching the movie
Format: audiobook

Publisher Synopsis

The true, declassified account of CIA operative Tony Mendez’s daring rescue of American hostages from Iran that inspired the critically-acclaimed film directed by and starring Ben Affleck, and co-starring John Goodman, Alan Arkin, and Bryan Cranston.

On November 4, 1979, Iranian militants stormed the American embassy in Tehran and captured dozens of American hostages, sparking a 444-day ordeal and a quake in global politics still reverberating today. But there is a little-known drama connected to the crisis: six Americans escaped. And a top-level CIA officer named Antonio Mendez devised an ingenious yet incredibly risky plan to rescue them before they were detected.

Disguising himself as a Hollywood producer, and supported by a cast of expert forgers, deep cover CIA operatives, foreign agents, and Hollywood special effects artists, Mendez traveled to Tehran under the guise of scouting locations for a fake science fiction film called Argo. While pretending to find the perfect film backdrops, Mendez and a colleague succeeded in contacting the escapees, and smuggling them out of Iran.

Antonio Mendez finally details the extraordinarily complex and dangerous operation he led more than three decades ago. A riveting story of secret identities and international intrigue, Argo is the gripping account of the history-making collusion between Hollywood and high-stakes espionage.


Author Info
Antonio Mendez served in the CIA for twenty-five years and is a highly decorated CIA officer, one of the top 50 officers in its first 50 years and a recipient of the Intelligence Star for Valor for the ARGO operation. The author of The Master of Disguise and Spy Dust, Mendez lives with his family in rural Washington County, Maryland.

Matt Baglio has worked for a variety of news organizations and magazines. Author ofthe bestselling The Rite: The Making of a Modern Exorcist, he divides his time between California and Italy.

Feb 122013
 

Stolen Prey.
John Sandford.
amazon.com
LibraryThing
GoodReads
Google Books

Although this is John Sanford’s 22nd book in the Lucas Davenport “Prey” series, it is my first. I have a soft spot for these kind of stories, once started I want to get to the end.

Book Info

Stolen Prey: Lucas Davenport, #22
by John Sandford
Publisher: Putnam
Published: 05/15/2012
ISBN-10: 0399157689
ISBN-13: 978-0399157684
Started: 02/10/2013
Finished: 02/12/2013
Source: Mid-Columbia Library
Reason: New York Times #1 Bestseller - June 03, 2012
Format: audiobook

Publisher Synopsis

Lucas Davenport has seen many terrible murder scenes. This is one of the worst. In the small Minnesota town of Wayzata, an entire family has been killed—husband, wife, two daughters, dogs.

There’s something about the scene that pokes at Lucas’s cop instincts—it looks an awful lot like the kind of scorched-earth retribution he’s seen in drug killings sometimes. But this is a seriously upscale town, and the husband was an executive vice president at a big bank. It just doesn’t seem to fit.

Until it does. And where it leads Lucas will take him into the darkest nightmare of his life


Author Info
John Sandford is a Pulitzer Prize winner and the author of twenty-two Prey novels and eleven other works of fiction, most recently the Virgil Flowers novel Shock Wave. He lives in Minnesota.


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Feb 092013
 

The E-Myth Revisited.
Michael E. Gerber.
amazon.com
LibraryThing
GoodReads
Google Books

I have read this book before but it was a long time ago. Hoping to get some good ideas and motivate myself at the office.

Book Posts

Book Info

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It
by Michael E. Gerber
Publisher: Harper Collins
Published: 03/03/1995
ISBN-10: 0887307280
ISBN-13: 978-0887307287
Started: 01/22/2013
Finished: 02/08/2013
Source: Mid-Columbia Library
Reason: Business Motivation
Format: e-book

Publisher Synopsis

In this first new and totally revised edition of the 150,000-copy underground bestseller, The E-Myth, Michael Gerber dispels the myths surrounding starting your own business and shows how commonplace assumptions can get in the way of running a business. He walks you through the steps in the life of a business from entrepreneurial infancy, through adolescent growing pains, to the mature entrepreneurial perspective, the guiding light of all businesses that succeed. He then shows how to apply the lessons of franchising to any business whether or not it is a franchise. Finally, Gerber draws the vital, often overlooked distinction between working on your business and working in your business. After you have read The E-Myth Revisited, you will truly be able to grow your business in a predictable and productive way.


Author Info

Michael E. Gerber is a true legend of entrepreneurship. Inc. Magazine called him "the World's #1 Small Business Guru." He started over 40 years ago addressing a significant need in the small business market: businesses owned primarily by people with technical skills but few business skills, and no place to go to get meaningful help. Over the years, Michael E. Gerber's companies have helped tens of thousands of small business owner-clients to successfully transform their businesses into world-class operations.

Mr. Gerber's latest books are The Most Successful Small Business in the World, Awakening the Entrepreneur Within, The E-Myth Enterprise, The E-Myth Mastery, The E-Myth Manager, along with co-authored E-Myth Vertical books The E-Myth Attorney, The E-Myth Accountant, The E-Myth Optometrist, The E-Myth Chiropractor, The E-Myth Financial Advisor and soon to be released The E-Myth Landscape Contractor and The E-Myth Architect.




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Feb 092013
 

Lone Wolf.
Jodi Picoult.

This was an enjoyable book to have read to me as I walked the dog each morning for the past 2 weeks. Fiction is the best use for an audio book and I find myself looking forward to my walk each day.

It is a story of family. Warts and all. It is a story of how, even when we know what we should do, we fail. It is a story of secrets. Secrets that break a family apart. Secrets that are hidden to protect yet destroy. It is a story of love and redemption. Yes, it is a story of family.


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Feb 092013
 

Cougar in Howard Amon Park

I was asked by the City of Richland’s Park Ranger if I could get her a photo of the new cougar statue at the north end of Howard Amon Park for the Geocaching Coin Challenge the city would be sponsoring later this year. As the sun was setting I located the statue and took a couple of photos but was rushing too much to beat the disappearance of the light. Still, I am happy with this shot.


Source: Cougar in Howard Amon Park
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