DocuSign - Could not Send Any Envelopes

Mrbougles

Hi,

I signed up for a 30 day trial of DocuSign to complement my Smartsheet license. I carried out all the steps shown on the YouTube video @ https://www.youtube.com/watch?v=H4tVliJRlZI. It seemed fairly straightforward but unfortunately it didn't work for me. The last step is to click the "Generate" button for row but when I do this I get the error message shown below "Could not send any envelopes" and no email is sent. Tried simplifying my form to a single text box in Docusign Template and the SS Document Builder etc and restarted my computer.

Any suggestions on what the root cause of this issue might be?

I'm eager to get it working in the next day or two as I have a deadline to get this working as I'm due to demonstrate this working to our management to try and get them hooked on to SS and DocuSign.

EDIT/UPDATE 1 (22nd Jun 22):

2 mins after posting I decided to delete the SS builder and start it again....and it worked. I will now continue on to build up to the full mapping etc I seek but I think I'm on the right track now. I thought rather than deleting the question or even answering my own question I would leave this on the community board just now in case the above Youtube video or post update helped someone else in the future.

@Genevieve P. I have tagged you as I identified you have been most helpful to others on the forum regarding document builder.

Andrée Starå

Hi @Mrbougles

I hope you're well and safe!

Glad you got it working!

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Mrbougles

Okay...so I now have it working pretty seamlessly and I only have one small niggle to sort out. I wondered if anyone was able to advise on it. Details below.

When using the regular Document Builder Document Mapping (i.e. not DocuSign) as part of an automation process everytime you run the automation the new PDF creates a new version of the PDF in the row....which I like....however....when I switch out the mapping to a DocuSign mapping the PDF attaches to the row not as a new version but as a new PDF so there is less revision control.

Can anyone advise if they know how to use DocuSign Mapping in a workflow in a way that makes use of SS's versioning of the row attachments?

Not sure how well I explained my point above but hopefully it makes some sense.

Andrée Starå

Hi @Mrbougles

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now because of how the DocuSign file is named, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!