Connect and log into DocuSignĀ as the user trying to send the document.
Go to User account > Manage Profile > Connected Apps.
See if Paperless Environments, LLC is listed under Connected Apps.
If it is, revoke access.
Access pVault and open DocuSign (DocRoute > Quick Route).
Check the DocuSign box and click the user icon button next to the word "DocuSign".
Do not sign into the DocuSign login that pops up in the browser. Just close the browser.
Attempt to route normally and you should be prompted to allow Paperless Environments to route on your email account's behalf through our API.
Return to Connected Apps in DocuSign Manage Profile and verify if Paperless is listed there.
Verify the envelope was created and can be sent.
A DocuSign administrator can view the users who are assigned a specific permission profile.
In DocuSign eSignature Admin, select Permission Profiles.
Find the permission profile you want to view.
Select View Users from the Actions menu for the permission profile.
A list of users assigned with the selected permission profile is shown.
Extra Notes from DocuSign...
Check the Sender Permissions:
- From the eSignature Home Page, go to Settings> Sending Settings.
- Click on the "Allow sender to download form data" to enable this feature.
We were able to fix the issue with the following feature:
EnableĀ SendOnBehalfOf:
- In the Settings tab from eSignature go to:
- Go to "Permission Profiles" and select the profile of the affected users and click on the options:
Allow view and manage envelope rights through APIĀ and thenĀ Allow send on behalf of other users through API.