Hi everyone! When I click “send from a template” using the DocuSign integration in the deal record, I get a permission related error. No one at my company knows who the DocuSign administrator is nor how to bypass this issue. Thank you for your advice!
Hi @Cnovick,
Thanks for reaching out!
Could you try the following troubleshooting steps, please?
- Navigate to Settings > Integrations > Connected Apps > Click on More on DocuSign > Click Uninstall
- Refresh then close your browser
- Then, open a Chrome Incognito window
- Navigate to Settings > Integrations > Connected Apps > Click on Visit App Marketplace > Search for DocuSign > Click Connect app
- Once connected, try to send your contracts again
Can you please let us know how it goes?
Thank you!
Best,
Kristen
Hi Kristen,
Thank you so much for the thorough explanation and for solving my question!
Best,
Corey
Hi Corey (@Cnovick),
You’re very welcome!
Glad to hear you were able to get this resolved 
Best,
Kristen