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Using a Business ProPlan, trying to valid the integration with Salesforce eSignature as a docusign administrator and a Salesforce Admin.

When adding merge Fields to the envelope template template I get the bellow error

There are numerous community threads which seem to point to raising a case with docusign - something (paid or otherwise) isn’t enabled on the Docusign side.

Opening a case from here: https://support.docusign.com/s/contactSupport?Channels=3&language=en_US

takes me to 

The contact support link in the screen shot.

How do you raise a case when you can’t raise a case? 

What docusign plan is required for merge fields?

And can it be enabled?

(please)

C

it should available in business pro plan:

you can create case without login in the botton of your link . But if you have Docusign production accout, you can login  https://support.docusign.com with your Docusign account.

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant
🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year
💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024
📊 DocuSign Community Leaderboard Top 5 contributor
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries
🔗 Connect with me on LinkedInhttps://www.linkedin.com/in/gehengfeng/


thanks for the reply but that doesn’t work.

Using the link supplied (https://support.docusign.com) and then the get support tab (https://support.docusign.com/s/contactSupport?language=en_US) I’m invited to log in to raise a case.

I use the same username/password as I do to access the account and get the below error

 


can you login account.docusign.com by your emai and password?

 

FreeLink/甫连信息
🌍 DocuSign Partner | Partner Profile
🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant
🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year
💡 Ranked #1 in the OG All Star category in DocuSign Community Wrapped 2024
📊 DocuSign Community Leaderboard Top 5 contributor
🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries
🔗 Connect with me on LinkedInhttps://www.linkedin.com/in/gehengfeng/


Hello ​@cbaker_HLD,

 

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. 
Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the 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.

Also, if you are unable to create a support case you try this workaround.

Please log out and go to “Get Support” page.

Scroll down to More support options then from there it will allow you to open a case without logging in to your account.

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 ​@cbaker_HLD,
 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.


Best regards,
Ma. Cassandra | Docusign Community Moderator

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


Reply