A complete SuiteCRM and Docusign integration which allows us to quickly pull data from SuiteCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SuiteCRM. The signed document's fields are then returned to SuiteCRM and attached to the corresponding SuiteCRM records. The signed documents are returned to SuiteCRM and attached to the document envelope.
#4784 - Error retrieving record.
The DocuSign integration was not sending so I was looking and found I was on version 1.9. I upgraded to 3.2 and now it says the envelope was sent but it does not show up in the DOCUSIGN list. I'm using a CRM PDF Template from the Contracts module to send for signature.
Before I upgraded it would spin and never proceed when the "send for signature" was initiated. After the upgrade it proceeds normally and says the envelope was sent successfully sent but it does not show up in the DOCUSIGN list, and it does not show up when I login to docusign.com with the associated account. When I click on the link to view the document "here" I get this error, "Error retrieving record. This record may be deleted or you may not be authorized to view it."
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"Great add-on for anyone looking to use DocuSign platform for their signature process. Support is very helpful, fast and pleasant. The only thing that ..." - itglaafs
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a year ago
This is strange, please get in touch with us over skype: urdhvatech We might need to have a teamviewer session to look into it live in action.