Skip to main content
Nintex Community Menu Bar

Drawloop - User Unable to Select Recipient Lookup on an eSignature Delivery Option

  • February 15, 2022
  • 0 replies
  • 99 views
  • Translate

KB_Admin
Nintex Employee
Forum|alt.badge.img+8

Topic

The user is unable to select recipient "Lookup" when running a DocGen Package with an eSignature Delivery Option (DocuSign, Adobe Sign, OneSpan, Sertifi).

 

Instructions

This can occur for User Lookup & Contact Lookup Specified Signer Types.

To resolve this issue please see the two options below:


Specified Signer Type: User Lookup
1. Navigate to User Profile
2. Select 'Object Settings'
3. Select 'Recipients' Object for DocGen
4. Assign 'Edit' Permission 
5. Assign 'Read Access' to 'User'
6. This will allow the running user to have access to select a User from within Salesforce.

Specified Signer Type: Contact Lookup
1. Navigate to User Profile
2. Select 'Object Settings'
3. Select 'Recipients' Object for DocGen
4. Assign 'Edit' Permission 
5. Assign 'Read Access' to 'Contact'
6. This will allow the running user to have access to select a Contact from within Salesforce.

 
Did this topic help you find an answer to your question?

0 replies

Be the first to reply!

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie Settings