Question:
What are some ways to make troubleshooting DocuSign-related issues easier to diagnose?
Answer:
Setting up a DocuSign configuration can be an involved process. To better identify and diagnose any issues that may arise, please refer to the following guide;
- From the Workflow Designer, open the Workflow where your DocuSign process is set up.
- Open the Data Assign tab from the DocuSign Web Service activity. The following three result parameters can be mapped to global variables, which will be key to diagnosing any errors returned.
- Message (string)
- Success (boolean)
- EnvelopeId (string)
It's recommended that you create three text global variables (Message, Success, and EnvelopeID) and map them in the corresponding result parameter.
When documents are sent to DocuSign via the Workflow process, if any issues occur that prevent the request from going through successfully, we'll be able to check the Workflow History from the Web Service activity to see what was written to the Message variable.
KBA is applicable for both Cloud and On-premise Organizations
