Has anyone received a plan item is not enabled error?

Question

I wanted to send a docusign to myself through salesforce as a test and it popped up this error. I also tried to send it to other users in Salesforce and it still popped up that same error

Community Expert · Accepted Answer

Are you using a template in DocuSign or is it a document that you are adding in the process.

The error is on Guided Forms Html which is a specific product that you need to have but not sure why you would need this when using DocuSign and Salesforce.

Regards,

Community Member · Answer

Hi I was able to figure it out but now I'm stuck on another thing.

in the docusign status, the account and or opportunity fields are not filled in automatically when an envelope is sent. Which in turn is not showing up on the clients account. I have been updating it manually, but i know there has to be a way for it to be filled in automatically. Any idea on how to fix it?

Screen Shot 2021-04-23 at 10.36.23 AM

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.