Docusign with CRM 365 Envelope Status Changes not working

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Posted on by Vaishali Aghera

We are using Demo Environment of Docusign and creating Docusign Envelope with custom c# code including Document, Recipients, Tabs and Email Subject. In response, it is giving the EnvelopeId.

We are using this EnvelopeId in CRM 365 System Workflow which is having one step to execute Docusign Custom Workflow -> GetSignature. The workflow is succeed and auto creating one Docusign Transaction Record with Envelope Status as "sent".

Now we have completed the Docusign Review Process and got email of completion as well but the status changes doesn't reflect in CRM's Docusign Transaction Record.

"Update Statuses" Button is also not working and giving error as "Error with: Updated statuses. String reference not set to an instance of a String. Parameter name: s".

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Ali Wadood 15 on at

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RE: Docusign with CRM 365 Envelope Status Changes not working

You need to create the DocuSign Transaction record with status of 'Created' then It will work as per my knowledge
Modesto Iacopino on at

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RE: Docusign with CRM 365 Envelope Status Changes not working

Hello Vaishali,

did you already engage the Docusign support?

support.docusign.com/.../

It is not a Microsoft product, just to understand if they already are aware about this type of error.

Anyway I can suggest to use the Ribbon Troubleshooting guide to understand if you can find more info about the reason of that error:

support.microsoft.com/.../ribbon-troubleshooting-guide

Also should be useful collect fiddler traces or network traces ( using also the F12 Dev tool of the browser ), to understand if the error is coming from a response of the server, or it is generated before that the request is sent to the server.

Thanks,

Regards,