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Docusign template upload and CLM features

Forum|Forum|1 year ago
June 26, 2025
4 replies
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Hi, I have installed docusign esignature in my salesforce sandbox and connected salesforce with my docusign trial account. But I am not be able to upload document using template upload. and also i am unable to create template but it is saying “you are not authorized” though i have added all the required permission sets.

Also i have installed salesforce clm but unable to setup that also i cant find it in app launcher. Any suggestions ?

Is there any limitations with the trial account ?

Best answer by Vinicius.Rodrigues

Hi @madhumitasharma08 !

Yes, our trial accounts (production environment) have limitations on integrations. I strongly suggest you create a Docusign sandbox account by accessing developers.docusign.com > Developer Account (red button on the top right) > Create Account.

About install a CLM extension, this account must have the CLM product enabled to complete the configurations. To ask for a CLM product enabled in your demo account, please reach out to your Account Executive or the Docusign Customer Support team.

Please, let me know if I was able to help you with this question. If so, could you please select click on the "Select as Best" option? Thank you!

Vinicius.Rodrigues

Answer

Docusign Employee

Hi @madhumitasharma08 !

Yes, our trial accounts (production environment) have limitations on integrations. I strongly suggest you create a Docusign sandbox account by accessing developers.docusign.com > Developer Account (red button on the top right) > Create Account.

About install a CLM extension, this account must have the CLM product enabled to complete the configurations. To ask for a CLM product enabled in your demo account, please reach out to your Account Executive or the Docusign Customer Support team.

Please, let me know if I was able to help you with this question. If so, could you please select click on the "Select as Best" option? Thank you!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

M

madhumitasharma08

Author

Newcomer

Hi @Vinicius.Rodrigues

I am unable to upload the template in my trial account could you provide me any solution for that.

Here is the screenshot attached.

I am unable to create template and also unable to upload template. Getting the error when trying to upload the template.

Vinicius.Rodrigues

Docusign Employee

Hi @Vinicius.Rodrigues

I am unable to upload the template in my trial account could you provide me any solution for that.

Here is the screenshot attached.

I am unable to create template and also unable to upload template. Getting the error when trying to upload the template.

Hi @madhumitasharma08 ,

this error is related to permissions. First, I would recommend that you check your admin permissions on Salesforce and Docusign eSignature, you must have all necessary permissions to do that (including access to them). Secondly, I would also recommend performing all tests using a demo environment, because trial accounts have some limitations with integrations (the main idea of trial accounts is to send simple envelopes by the platform only).

Finally, we have a YouTube setlist of Docusign for Salesforce integrations. You can check the third video on this list, which talks about the template creation: https://www.youtube.com/playlist?list=PLllMTiuDU7qafwKM_BvjHjD91q5poxiqO

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

J

Jenny.Martin

Community Moderator

Hello @madhumitasharma08,

I trust all is well. I'm following up on the above solution provided. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day!

Regards,

Jenny | Docusign Community Moderator

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