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Helow ​@robert.rayatt,

 

Welcome to the Docusign Community and thank you for posting your concerns!

 

I’m sorry to hear that you are getting an error when trying to select “Go to Docusign”, I understand you set up the integration with Dynamics365. Did you also set up the app in your Identity Provider?

May I have you confirm that you have the Correct DocuSign GUID assigned? This can be checked in Dynamics by navigating to Settings > Advanced Settings > DocuSign User > select and edit the impacted users.
The likely cause of your issue is that the API call to access DocuSign is being made against the incorrect DocuSign Account.

Let us know if you need further assistance with this.

 

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


Hi there,

 

How do you assign the DocuSign GUID as this is not selectable on the DocuSign user record?


Hello ​@krystledev 

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
Do you encounter the same error above? Assuming yes, it is typically due to the integration user missing some or all of its requirements:
- Dynamics Global Admin
- Docusign admin with Account-wide rights and Send on Behalf of
- Not using SSO, Device verification, or 2FA in Docusign
- Have the exact same name and email address in Docusign and Dynamics. If any of the above isn't met, the integration will break entirely at any time. 

If you found the response a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

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


Hi ​@krystledev 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.


Hi There!

 

I was doing a preview before I send out my envelope in docusign and I encountered the following; which is also what is seen by those copied to envelopes these 2 days


Hello ​@Zhou Si Zhou 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.+

The error "the requested URL could not be retrieved" typically indicates that the server is unable to process the request for the specified URL. This can occur due to various reasons, including:

  • Server Issues: The server may be down or experiencing problems.
  • Network Problems: There could be connectivity issues preventing access to the server.
  • Configuration Errors: Incorrect settings or restrictions on the server may block access to the URL.

Solution Steps

  1. Check Server Status: Ensure that the server is operational and all necessary services are running.
  2. Verify Network Connection: Confirm that your internet connection is stable and functioning properly.
  3. Review URL: Double-check the URL for any typos or errors.
  4. Contact Support: If the issue persists, reach out to your IT support or the service provider for further assistance.

 

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

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


Hello ​@Zhou Si Zhou 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.


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