Level 2

Question

Docusign isn't working

Forum|Forum|5 years ago
March 12, 2021
4 replies
13 views

Hi,

I am having issues when creating the envelope to collect the e-signature from my client using Docusign through Profile T1. After I select the file and attachments to send and click "send to Docusign", it doesn't open the DocuSign window as I've seen in the tutorial.

Any comments on this issue are helpful. Thanks!

ProFile (Canada)

This topic has been closed for replies.

P

Pro4

Level 8

Hi, thank you for using Intuit ProFile Community

Call us at 1-800-452-9970 for an agent to assist you

I apologize for the inconvenience but hope this helps

R

rustledge

Level 2

I am still working on this issue. I talked to an agent for an hour and she couldn't help. She said I should submit the problem using the Suggestion icon. I wasn't happy.

After talking to her I tried adding a pdf that I had created and it opened up DocuSign correctly. So I think the problem is it can't create the T-183 pdf automatically the way esignature is designed.

S

SumyAuthor

Level 2

Hi,

I was having an issue when collecting e-signature through Profile. The agent who was helping me could figure it out. I had to remove pdf password (none) and pdf name (should be same as TaxFile Name). If you have any of these set up try removing it and it may help.

Good luck

R

rustledge

Level 2

Thanks, Setting the user password to None worked. I called support today and Eptisam fixed the problem in 2 minutes. I have attached a screenshot of the Settings screen.

B

Betty56

Level 2

I am having the same issue, like you, I was able to upload a PDF document but not seamlessly through Profile.

S

SumyAuthor

Level 2

@rustledge has shared this screenshot. Make sure to set PDF password to "none" and PDF name (top part) "same as tax file name".

T

Tyne

Level 2

The "Basic" DocuSign subscription allows for a maximum of 5 envelopes (ie signatures), which is a joke.

If you need more, your must Upgrade to the CAD$50/month version, which is limited to 100 signatures per year.
That's also a joke.

E-Signatures are the best new Profle feature in years.

Thank you Intuit Canada for jumping on this new technology, but you should have never teamed up with DocuSign, or at least given us a warning of its limitations.

DocuSign's business model is unsuitable for our profession and they provide no customer support whatsoever.

And don't underestimate what it takes to integrate E Signatures into your business process.

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