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Drawloop - Prompt for DocuSign Credentials When Running DocGen Package

  • March 26, 2021
  • 0 replies
  • 34 views

KB_Admin
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Issue

When running a document package with the DocuSign delivery option, a prompt for DocuSign credentials might appear.

 

Resolution

Review the Salesforce profile for the affected user account and ensure that the DSProSFUsername field is configured with the correct DocuSign API username