DocuSign error: Missing In-Session permission

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Available for Roles Super Admin
Permissions • Manage API credentials and manage integrations
Packages LeverTRM for Enterprise, Advanced Automation add-on

Toast notification error message reading 'Error sending offer packet: This account lacks sufficient permissions. In-Session permission required when specifying a captive recipient.'

If you encounter the DocuSign error shown above when trying to send an offer letter, it means that settings in your DocuSign account have not been properly configured. To correct this issue, contact your DocuSign account manager with the following request:

We are receiving the error “This Account lacks sufficient permissions. In-Session Permission is required when specifying a captive recipient.” This error is known to be associated with In-Session signing not being enabled on the account. In order to send documents using Lever's integration with DocuSign, I would like to ask you to please set the In-Session signing to "enabled" in the Admin Console and in Account Plan Editor.

If your DocuSign account manager is unsure where to find this setting, we advise contacting DocuSign's support team with the same request.

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