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One of my users can't upload any documents sending an envelope. Only option available is Use a Template.

 

The user applied these steps:

 

  1. Logged into DocuSign
  2. Click on "Drop documents to get started or click the 'Start' button."
  3. Click "Send an envelope"
  4. On the Add document section click "Upload"
  5. The only option that appears in the dropdown is "Use a template"

 

Typically, we would have the following options:

  • Browse
  • Use a template
  • Box
  • Dropbox
  • Google Drive
  • OneDrive

What is the reason that the user is unable to see the other options?

figured it out, the disable document upload was ticked.

Hello @khairulkeith,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, this is a follow-up to your post, I understand that one of your users can't upload any documents by sending an envelope, the only option available is to Use a Template.

 

Glad to hear that you were able to find the solution, let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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