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Docusign Integration with Schwab Advisor Center

  • August 16, 2024
  • 2 replies
  • 126 views
S
Newcomer
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Hello everyone,

Has anyone run into an issue where no matter which web browser you use, if you go through Schwab Advisor Center → Account Management → Go to Docusign console

it opens up a new tab in the browser, but nothing loads at all. I’ve had my local IT check browser settings, DNS flushed, browser cache/history cleared out, etc. 

Nothing seems to fix it, and I was wondering if it might be a permissions issue on the docusign end?

 

Thank you in advance!

Best answer by Alejandro.Ramos

Hi @ssmock,

 

Thank you for reaching out to the Docusign Community.  

 

Any error when interacting with your eSignature user would be logged in as part our your API logs. You can enable logging in your user preferences, as explained below:

API Request Logging
Once enabled, you will want to recreate the issue, and then downloading the logs immediately after. If you don’t get the error logged as part of the user’s records, then the root cause of the issue would lay on Schwab Advisor Center’s integration with eSignature.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

2 replies

A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • Answer
  • August 19, 2024

Hi @ssmock,

 

Thank you for reaching out to the Docusign Community.  

 

Any error when interacting with your eSignature user would be logged in as part our your API logs. You can enable logging in your user preferences, as explained below:

API Request Logging
Once enabled, you will want to recreate the issue, and then downloading the logs immediately after. If you don’t get the error logged as part of the user’s records, then the root cause of the issue would lay on Schwab Advisor Center’s integration with eSignature.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

A
Community Moderator
Forum|alt.badge.img+17
  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • September 3, 2024

​Hi @ssmock,

 

I hope you are doing well.

I would like to confirm if you could solve your issue by utilizing the suggested solution?           

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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