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I am not able to update DocuSign Envelope Templates

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Derrick.TranAnswer

Docusign Employee

Hello @anchal.misra,

To create or update DocuSign Envelope Templates you will need to have the DocuSign Administrator permission set assigned to your Salesforce User Profile. Your administrator would need to follow the steps listed HERE.

Another thing to check as a DocuSign eSign Administrator is to verify you have the ability to override reminders and expirations. Support article HERE.

Michael.Rave

Docusign Employee

@anchal.misra

The error message in your screenshot is related to you not having permissions to access the envelope.

Speak to your Salesforce Administrator to grant you higher permissions, if you need to perform the action.

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

Derrick.Tran

Answer

Docusign Employee

Hello @anchal.misra,

To create or update DocuSign Envelope Templates you will need to have the DocuSign Administrator permission set assigned to your Salesforce User Profile. Your administrator would need to follow the steps listed HERE.

Another thing to check as a DocuSign eSign Administrator is to verify you have the ability to override reminders and expirations. Support article HERE.

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A

Alejandro.Ramos

Docusign Employee

Hi @anchal.misra,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | DocuSign Community Moderator

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

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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.