arrow-left Back to Docusign.com
Solved

You are not authorized to access the envelope.

  • 11 March 2021
  • 9 replies
  • 57 views
C
Rank
Userlevel 4
Badge +6

Hi, I installed the Docusign Apps Launcher and eSignature for Salesforce product yesterday in Salesforce. I successfully connected to Docusign via Salesforce... I see the Apps Launcher record in Docusign Connect. Things look fine, however, I'm unable to create an envelope template from Salesforce. I'm getting a "You are not authorized to access the envelope." error when I try to create a template. I'm the admin in both Docusign and Salesforce. I have all permissions that I can think of. What gives?

Reproduction steps:

1. Go to Docusign Setup in Salesforce

2. Click on eSignature >> Configure

3. Click on Create a Template

4. Name the template

5. Select Lead as the source

6. Upload a PDF and click on Next

7. Observe

Expected: I'm able to add the document to the template and proceed to the next step

Actual: "You are not authorized to access the envelope." error pops up... from the API logs in Docusign Connect, I see "ERROR: This User lacks sufficient permissions. :: Setting: userOverrideEnabled"

icon

Best answer by Community Expert 7 May 2021, 21:14

View Original

9 replies

C
Rank
Userlevel 2

Hello

I runned into the same issue today after I just intalled the Docusign App Launcher. I'm also Admin in both tools with all necessary permission sets - the only difference is im trying with Opportunity as a source.

As soon as I try to save the document I upload or add a contact in the 2nd step (and skipping the first one) I get the same message - "You are not authorized to access the envelope."

Hopefully someone can give more info

C
Rank
Userlevel 2

Hi, I am facing the exact same problem. I would love some help here as well.

Thanks!

C
Rank
Userlevel 2

Same problem here

C
Rank
Userlevel 1
Badge +12

Hi all, this is documented here, in the eSignature for Salesforce Troubleshooting Guide:

https://support.docusign.com/en/guides/esignature-essentials-troubleshooting-guide

Here's a link to the individual topic:

https://docs.docusign.com/supportdocs/dal-esignature-essentials-admin-guide/Content/esignature-essentials-troubleshooting-guide.htm#azw1597029242182

Hope that helps!

C
Rank
Userlevel 2

Hello there,

As suggested in https://docs.docusign.com/supportdocs/dal-esignature-essentials-admin-guide/Content/esignature-essentials-troubleshooting-guide.htm#azw1597029242182 I did enable the "Allow sender to override account defaults" in the docusign account, but I still can't create a template. Getting the "You are not authorized to access the envelope." message as soon as I click the first Next button after choosing a title and Object (Opportunity).

Any ideas?

C
Rank
Userlevel 2

I am having the same problem. "Allow sender to override account defaults"  was already checked in my DocuSign account and yet I still get this error when I try to create a new docusign envelope template in Salesforce. I'm using v3.3.1 of the DocuSign Apps Launcher.

C
Rank
Userlevel 2

So there are two steps you need to do to fix this error:

  1. Ensure that you have all of the IP Addresses Whitelisted from Docusign (see in the help article) & added to Trusted Networks
  2. Then go and follow that help article, Login to Docusign > Settings > Reminders & Expiration > Allow senders to override account defaults
C
Rank
Userlevel 2
Sorry when the ticket was created ? Bien Cordialement Le mar. 7 juin 2022 à 17:01, DocuSign Community a écrit :
C
Rank
Userlevel 2

I had this problem too. Editing the user's DocuSign Permission Profile (in DocuSign not Salesforce) from DS Viewer to DS Sender fixed it.

Reply


Code of Conduct

Docusign Community

Code of Conduct