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Microsoft Dynamics 365 | Integration, Dataverse...
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Docusign-MSCRM

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Posted on by 5,514

Hi ,All 

I have a contract entity -  I configured Docusign to this entity 

When I cluck on Send with Docusign it is throwing error 

Error checking SharePoint folder for / Contract 

U checked under settings document management settings - contract entity is checked for SharePoint .

What else I need to do changes 

Thanks 

I have the same question (0)
  • Verified answer
    Mohamed Sanuj Basheer Profile Picture
    540 on at

    Hello Sandeep,

    Please check following settings are done in your CRM Organization...

    1. Enable the Document Management for the entity you are sharing with sharepoint.

    Solution--> Entity--> Click the checkbox for Document Management.

    2. Goto Settings--> Document Management.

    1. Verity SharepointSite is set and validated... and activate the site.

    2. Verify the Sharepoint Document Locations is set (check the url is validated)

    3. Now goto Document Management Settings and set the valid url and proceed.

    Also check having full permission as below

    pastedimage1603430198869v1.png

    Thanks & Regards,

    Mohamed Sanuj Basheer

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