Replacing Legacy Sharepoint with Organization Edition Sharepoint connector - files are not being saved

Hello,

I'm experiencing the same problem since replacing the old SharePoint connector with the new Organization connector.

Documents are sent for signature from SharePoint, but never return after being signed.

Hi ​@rbiddle,

We appreciate you reaching out to the Docusign Community and are delighted to have you join us.

We understand that you have successfully installed the Org Edition SharePoint and uninstalled the legacy SharePoint. However, it is not working as expected. We apologize for the inconvenience this has caused you. Let me help you and provide the necessary information.

Based on the error message, this typically for means:

• The new Docusign for SharePoint (SPFX) app is not fully installed/configured on the SharePoint site. 
• No envelope has been sent from the new app, which is required to initialize the configuration for that site.

To Resolve:

1. Confirm Installation: Ensure the new DocuSign for SharePoint (Organization Edition/SPFX) app is installed on the SharePoint site in question.

Reference: DocuSign for SharePoint Installation Guide 

2. Send an Envelope: From the newly installed app, send at least one envelope. This action triggers the configuration and enables sync functionality.
3. Verify Configuration: After sending the envelope, try accessing "Sync Failed Envelopes" again.
4. Legacy Connector Cleanup: Make sure the legacy connector is fully uninstalled to avoid conflicts.

If the error persists after following the above steps, check SharePoint permissions for the Docusign app and ensure the latest version of the app is deployed. 

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Hi ​@Mathieu,

Thank you for engaging with the Docusign Community.

I’m sorry that you had the same experience with the Org Edition SharePoint after installing it in your Docusign. Kindly follow the resolution provided above and send a test envelope to check if it is working.

If the issue persists, please let us know and provide additional information, such as the envelope ID or a screenshot of how the issue occurs.

I hope this is helpful! If you need anything else or have more questions, feel free to reach out. I’m happy to help. 

Sincerely,

Noralynn | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer." 

We did all that.  Many times.  Multiple installs and sites.

The envelope is sent via email but never is saved to SharePoint.

Sync always gives that error regardless.

Hi ​@rbiddle,

I appreciate your response and confirmation that the steps have been taken; however, it is still not working as expected. 

I’ve shared your message with the appropriate team so they can take a closer look at the matter. To better assist, they recommend creating a case through Docusign Support Center. This will allow them to gather additional details and conduct a thorough investigation.

We apologize for the inconvenience this issue is causing. Should you require any additional assistance, feel free to reach out.

Thank you for your understanding and consideration.

Sincerely,

Noralynn | Docusign Community Moderator

Hi ​@rbiddle,

I hope you’re doing great!

I wanted to see how things are going on your end. If there’s anything else you need or if we can help with anything further, please feel free to let us know. I’ll be happy to assist.

Sincerely,

Noralynn | Docusign Community Moderator