Monitoring Integration Errors
When a document is signed using the integration, the signed document is stored in Workbooks by default. If you have configured any field mappings, at the point of signature, the submitted values from the document are also stored back in Workbooks. From time to time, a problem with the integration may result in the form not writing back to Workbooks. If this happens, the integration will write a record to API Data giving details of the issue as follows:
- Record Id of the source record
- Record type of the source record
- Task Id (if using multi-send mode)
- API Endpoint of the record that failed to update
- Record Id that failed to update
- The error that occurred when trying to update the record
Using the “DocuSign Retry Failures” Scheduled Process, the integration will try again periodically to sync the signed document. However, a failed document will continue to fail until the underlying cause of the issue has been resolved. To help identify when there has been an issue, you can build a report on these records. If anything appears on the report, then there has been an issue with the integration.