Hello,

I want to test this scenario for my client : In Dynamics 365, when I start form accoutn and click on “Send with Docusign”, I can’t choose an envelop template.

On a technical side, I activate Docusign integration in D365, I created 2 envelop template in docusign, I set all D365 privileges for docusign table.

When I go on Docusign Admin setting in Dynamics 365, I can’t see any module for templates.

Could you help me please ?

Notes : I test with the TRIAL.