How do I troubleshoot and resolve DocuSign connectivity issues?
DocuSign connectivity issues can occur due to various reasons, such as invalid recipient email addresses or expired connections between DocuSign and integrated applications like Preo. This article provides a comprehensive guide to identify and resolve these problems effectively.
Common DocuSign Connectivity Issues
Invalid recipient email addresses: Often caused by missing or improperly formatted email addresses in the recipient fields.
Expired DocuSign connections: Arises when the authorization between Preo and DocuSign expires, interrupting document workflows.
Fixing the Error: INVALID_EMAIL_ADDRESS_FOR_RECIPIENT
This error means that one or more recipient email addresses in the envelope are either invalid or missing. To resolve this:
Verify that the primary recipient’s email address is correctly formatted.
Check all additional recipients, including those in CC fields, for validity and proper formatting.
Update any incorrect or empty email fields in the envelope.
Resend the envelope to the recipients.
Resolving Expired DocuSign Connections in Preo
If you encounter an error while sending a document, an expired DocuSign connection may be the cause. To restore the connection:
Log out of Preo.
Log back into Preo.
Click the profile/user icon (small face) located at the top-right corner of the Preo interface.
Reconnect DocuSign by following the on-screen instructions. - When signing in to DocuSign, select the option for “Other options,” and ensure you choose an appropriate connection type.
Once completed, reattempt the document operation in Preo.
These steps will refresh the DocuSign authorization, resolving errors caused by expired connections.
Summary
By verifying recipient email addresses and refreshing DocuSign connections, you can troubleshoot and resolve errors effectively. Ensuring proper formatting and maintaining active integrations will minimize document workflow interruptions.
Related Topics
Tips for managing DocuSign envelopes
Guidelines for email address validation in workflows
How to maintain active integrations in Preo