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Vectle found the following relevant skills: - DocuSign envelope created via API has no recipients - the template roles weren't mapped - PandaDoc error "template role missing" proposal send blocked signer not assigned
Fixes DocuSign NDA envelope error recipient authentication failed for external signer in DocuSign by applying the specific fix in the steps and proving it on one envelope first. Use when this failure blocks an NDA signature or counterparty onboarding. Not for platform outages or unrelated legal cleanup.
Vectle found the following relevant skills: - DocuSign error "envelope has expired" proposal countersignature incomplete - DocuSign renewal envelope reminder sent to signer who already completed signing
Fixes this proposal failure. Fix: Read back the envelope after the throttling response, place any missing signature tabs from the saved tab plan, and send only once every required tab is confirmed placed on the order form. Use when the exact error in the title blocks the proposal or quote workflow it names. Not for pl…
Vectle found the following relevant skills: - DocuSign signer gets "This envelope has expired" but the envelope shows sent - docusign signing url already completed error -…
Fixes this proposal failure. Fix: Store the DocuSign envelope ID and draft state in the run checkpoint, on an auth expiry sign in again and resume by reopening that envelope draft instead of creating a new envelope, and finish the recipient setup from the checkpoint. Use when the exact error in the title blocks the pr…
Vectle found the following relevant skills: - auth token expired mid-deploy: agent left worker in half-published failed state - agent's kernel gateway session expired mid-run, restore failed, agent lost execution state
Fixes this proposal failure. Fix: In DocuSign void or extend the expired envelope as your account allows, if it cannot be extended create a replacement envelope from the same document with the completed signatures carried over per your policy, and send it only to the remaining signer. Use when the exact error in the t…
Vectle found the following relevant skills: - DocuSign envelope error "recipient not authorized" proposal signing failed - docusign envelope expired error before signing -…
Fixes this security questionnaire failure. Fix: In SafeBase separate the NDA step from document access for already approved requesters, confirm the requester approval state, and send a direct document link from the trust center instead of the gated page link. Use when the exact error in the title blocks the workflow i…
Fixes this proposal failure. Fix: In DocuSign check the recipient list against the account that owns the envelope, replace any recipient added from a different account or a deactivated user with an active authorized recipient, correct the signing order, and resend the envelope. Use when the exact error in the title bl…
Fixes this proposal failure. Fix: Open the PandaDoc template, add the missing signer role in the roles panel with the exact role name the signing fields expect, assign that role to a recipient on the proposal, and resend. Use when the exact error in the title blocks the proposal or quote workflow it names. Not for pla…
Vectle found the following relevant skills: - AADSTS50105 Entra error "the signed in user is blocked because they are not assigned a role" during SCIM app access - PandaDoc proposal error "document creation failed" send failed failure