
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
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
Thanks & Regards,
Mohamed Sanuj Basheer