DocuSign Delivery Method - DocuSign password?

  • 13 July 2016
  • 6 replies
  • 29 views

When I set DocuSign as a delivery option in the Drawloop DDP, the user has to enter their password every time that they use that delivery method. Is there a way to configure this so that the user doesn't have to enter their DocuSign password?

deliveryoption.jpg


6 replies

Userlevel 4
Badge +8

Kevin Crews​,

Are you using Send On Behalf Of?

Cheers,

Ryan

Don't think so. Where would I check that?

Found the setting. Yes, Send on Behalf Of is enabled

Userlevel 4
Badge +8

Hey Kevin,

There are 4 DocuSign fields please make sure all of the fields but DSProSFUsername are blank.

The following fields should be empty DSProSFPassword, DocuSign API UserName, DocuSign Password.

Cheers,

Ryan

For me, the issue occurred in the Sandbox. In production, it seems to be working fine and is not asking for the password.

Userlevel 4
Badge +8

Just to clarify you'll need to reach out to DocuSign to have them enable Send On Behalf Of (SOBO) if you want to use it and don't already have that feature enabled.

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