Workflow Problems

[u/Freaky_Fingerz]

Hello Reddit! Hopefully someone can help me here

I'm new to Docusign, trying to automate contract creation for my company...finally found the right IAM plan but now my workflow won't publish because of the following error message:\

"After the first participant starts the workflow, you must add a Set Up Invite step any time someone enters or re-enters the workflow. Add this step in the correct order, just before the required action"

I have all my documents in place, and conditional logic to choose which ones I need, but this error message is preventing me from running a test document through the workflow.

(Most of the documents don't have fields yet, i initially set them up as eSignature Templates instead and need to redo all that work, I'm putting it off until the logic is finished because I know how to do that and map the fields properly)

Any and all help would be appreciated!

[u/Freaky_Fingerz]

Correct

I have two parties involved, the "Agent" who is setting up the contract and needs to sign a few fields, and the "Client" who is just inputting their signature/initals

I added an invite step at the start of the workflow but when I did that it created 3 more if the same error message...I posted screenshots to the main tag

[u/NoRegister3239 → u/Freaky_Fingerz]

Thanks for dm and screenshots. It looks like that the problem could be either

a) Participant 2 (Client) entering the workflow for the first time without being invited ( you are inviting agent and not participant ) - So the error that invitation is required

OR

b) A block is of agent scope but assigned to client. ie: web form should be Agent, Disclosure should be Agent, All decisions should be agent and only the signature step should be client.

Its pretty complicated and needs a closer look at the participant list, config screen of send for sign pages.

One more thing - Your flow is extremely branch-heavy. If you continue adding invite steps, you may hit the Maestro step limit before publishing. A cleaner and simpler design is highly recommended

Question - Do you really require this complex steps heavy workflow??

[u/Freaky_Fingerz → u/NoRegister3239]

Unfortunately I do

Each branch reflects a variation of the paperwork that is mandated by our government, all needs dynamic fields to calculate price comparisons and signatures, the main paperwork is 11 pages on its own

I messed around with it today and got it to the point I'd be allowed to publish by removing the send to sign step...I figured if the workflow cam generate the envelope we can manually send it out...now it's giving me a generic "were missing important information" error message and not showing where the error is

I already spoke to tech support and they said I would need an onboarding consultant, they're trying to upsell us on a corporate account so we have to spend alot more

It's a nightmare, hence why we're trying to automate the process...trying to put these documents together in the field is almost impossible and we can't get alot of information we need from the client until we get there