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Question

Docusign for Salesforce template setup error

  • 5 July 2024
  • 7 replies
  • 28 views

Has anyone come across this error? Not sure what it is not liking.

 

7 replies

Userlevel 4
Badge +12

Hello @ACCSC,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you are getting an error message when setting a template in Docusign for Salesforce.

 

To better assist you, would it be possible for you to provide the current version of the Docusign for Salesforce that you are using?

 

Instructions on how to view the version of Docusign for Salesforce your Salesforce organization is using can be found in the Setup of your Salesforce organization. This applies to all Docusign for Salesforce packages, including Docusign eSignature for Salesforce, Legacy Docusign eSignature for Salesforce, and Docusign for Salesforce CPQ.

 

Docusign for Salesforce - What Version of Docusign eSignature for Salesforce Am I Using?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

Badge +1

Sure, I am on version 6.8.

Userlevel 4
Badge +12

Hello @ACCSC,

 

Thank you for reaching back, this is the only template that is presenting this error?

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

Badge +1

Yes, so far it looks like it’s only this template.

Userlevel 4
Badge +12

Hello @ACCSC,

 

There is no report of an outage for the DAL v6.8, there ReferenceID did not show any recent results when the query was run, Our Salesforce specialists recommend opening a case with them via Docusign Support, so they can review the current configuration of the template and determine the reason for the error, to open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center

 

If you’re not able to open a Customer Support case via the above link, you can find below the available phone numbers to contact Customer Support:

  • North America: 1-800-379-9973
  • Australia: +61 1800 841 231
  • United Kingdom: +44 203 714 4800
  • France: +33 975 181 331 (09:00 - 17:00 CET/CEST)
  • Brazil: +55 11 3330 1000 (08:00 - 19:00 BRT/BRST)
  • Germany: +49 800 7241 748 (09:00 - 17:00 CET/CEST)

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

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

Badge +1

Thank you

Userlevel 4
Badge +12

Hello @ACCSC,

 

Thank you for reaching back, hope that you have a great day!

 

Best regards,

 

Christopher | Docusign Community Moderator

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

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