Why do I get the error "!! Email Address Required !!" when sending from DocuSign eSignature for Salesforce?

Symptom:

In DocuSign eSignature for Salesforce, you receive the following error after adding a recipient to an envelope using the Contacts, Leads, or Users buttons:

"!! Email Address Required !!"

Diagnosis:

When adding a recipient using the Contacts, Leads, or Users buttons, Salesforce pulls information from the following fields on the Contacts object:

  • Email
  • Fax
  • Name
  • Phone
  • First Name
  • Last Name

If these fields are not present, or if access is restricted to these fields, the !! Email Address Required !! error will occur when adding a recipient.

Solution:

To address this issue, it is important to verify the required fields are visible and that the sender's profile has access to them.

As a Salesforce Administrator, ensure the Field-Level Security is properly configured for the sender's profile:

Note: This example uses Fax, as it is the most commonly misconfigured item; however, the process for the other five items is the same.

  1. Log in to Salesforce, click profile name, then click Setup.
  2. Under App Setup, click to expand Customize, click to expand Contacts, then click Fields.
  3. Click Fax.
  4. Click Set Field-Level Security.
  5. Ensure Visible is checked for the Salesforce profile the user is sending from, then click Save.

 

If this does not resolve the issue, repeat this process with the other five fields.