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We find that when we identify a recipient with the "Specify recipient" role, the message "An error has occurred while saving one of the recipients. Please try again" appears and also, when we click Next, another message "Account does not have permission to send to Agent recipient type."

A few weeks ago it didn't give us errors and now it does. What is the reason? Can you help us?

Hi,

Thank you for reaching out to the DocuSign Community.

The Specify Recipients action is a paid feature in certain DocuSign plans, if you recently upgraded your plan recently, the feature could've been removed. If you are a DocuSign Admin I suggest you create a Support case or contact your Account Team to verify if the feature is enabled on the account.

If you are not an admin, I suggest you contact your admin for further assistance, if you are not sure who your admin is I will suggest you reach out to your internal IT, HR, or management team for more information.

You might find the following information useful:

Recipient Roles

Manager Recipients

Please let us know if you need further assistance. You can always create a case to have a Support agent work the case with you.

https://support.docusign.com/en/contactSupport 

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Rebeca | DocuSign Community Moderator


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