Docusign Workflow won't Publish due to generic error, no steps flagged as problematic

Hi ​@Bailey Walker,

We appreciate you reaching out to the Docusign Community and are delighted to have you join us.

Thank you so much for the information, and we understand your concern about the error encountered when creating a workflow in the account. We apologize for the inconvenience, and I’ll be glad to help you with this. 

Please confirm whether you made any changes to the template or web form before the issue occurred. 

Thank you, and I look forward to hearing back from you.

Best regards,

Noralynn | Docusign Community Moderator

Hi ​@Bailey Walker,

I hope you’re doing well and having a great day!

I just wanted to check in and see how things are going on your end. If there’s anything else you need or if there’s any way we can further assist, please don’t hesitate to let us know.

We’d be more than happy to help.

Best regards,

Noralynn | Docusign Community Moderator

Hi again

I manged tog et the workflow published, it was an outstanding issue with our HubSpot integration that the tech support team is continuing to work on...i made a work around but now I’m running into a completely different issue with generating the envelope at the end.

I have multiple prepare document steps with branching logic to determine which documents get added...now the last step “Send Documents for Signature” can’t find any documents after the branching logic, only the primary...I can’t figure out where the misstep is, it’s the only thing holding us back from rolling this out

Hi ​@Bailey Walker,

I appreciate your response, and I’m sorry that you are having an issue with the last steps of sending the documents for signature.

I checked with our internal team regarding the branching logic steps. They have provided a workaround for you to test: add Send Documents steps after each prepared documents step at each branch.

If the issue has not been resolved with the information provided, your best next step is to open a Support case so our tech team can take a closer look. 👉 Open a support case

Best regards,

Noralynn | Docusign Community Moderator

If this helped. Feel free to Like👍and click "Best Answer." 

HI ​@Bailey Walker,

I hope you’re doing well. I just wanted to check and see how everything is going. If you have questions or need further support, please feel free to let us know.

We’re always happy to help!

Best regards,

Noralynn | Docusign Community Moderator