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"Something Went Wrong" Error When Sending a Document for E-signature with Docusign Integration

Issue:

  • Receive an Error Message "Sorry, something went wrong. We've been notified about the issue and we'll take a look at it as soon as possible. Please try again in a few minutes." when using the DocuSign Integration
  • Issue sending document for e-signature with DocuSign Integration
  • Can't send a document for e-signature with DocuSign Integration

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Environment:

  • Clio Manage

Additional Information:

Resolution:

Step 1: Remove Access to DocuSign Integration

  1. Go to Settings 
  2. Go to App Integrations
  3. Go to My Integration
  4. Click Remove Access 

Step 2: Reenable the DocuSign Integration

  1. Enable the integration with Clio by visiting docusign.clio.services
  2. Make sure you select your correct region 
  3. Click Allow Access
  4. When prompted, log in to your DocuSign account
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