DocuSign- Could not send any envelopes error
Hello,
I've been trying to work on the DocuSign integration over the last couple of days and just as I figured out the DocuSign piece within our organization, I am not running into this error when I try to generate my forms. I have followed steps from various videos and I got it to work once with a form that is no longer available to test out.
What could be the problem?
Answers
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Hi @kschackert
The first thing I'd do is check permissions across both platforms:
- In Smartsheet, you need Editor permissions or higher to send documents and Admin or Owner permissions to create or edit a document mapping.
- In DocuSign, you must be able to Allow users to send envelopes and Create templates.
(See: Create and send documents out for DocuSign signatures)
However it sounds like you have successfully made the connection, but DocuSign is sending you an error which is showing up as a generic error in Smartsheet.
In this instance it sounds like there may be a required DocuSign field that's missing from the Document - I would suggest trying to send the document without the Smartsheet part of the process to troubleshoot directly within DocuSign, going through each of your fields and set-up in DocuSign itself. You may receive a more specific error that helps you identify the specific field this way! Here's DocuSign documentation that may be helpful as well.
Cheers,
Genevieve
