When first setting up the AkkenCloud POB (Paperless Onboarding) feature for an Employee Integration with DocuSign, the Employee needs to be Logged into DocuSign for Access from AkkenCloud.
When this process is complete, the AkkenCloud POB Employee should not be logged into DocuSign.
The AkkenCloud POB Integration does not support integration while the Employee is logged into DocuSign at the same time. This is for DocuSign Security reasons and will require the Employee to Reset their DocuSign Password.
If the Employee is inadvertently logged into DocuSign after the AkkenCloud POB Integration, they will get the following message when trying to Select a DocuSign Template:
No Templates Found
If this occurs, we recommend the following:
- The POB Employee should note their new DocuSign Password, then Logout of DocuSign;
- Your Company Admin can then be engaged to update the Password in AkkenCloud;
- Provide the Company Admin with the DocuSign Password;
- This is completed in Admin > Integrated Services > POB Management;
Reset the Employee's Password by Clicking on the Icon Highlighted above.
Then refer to the article https://support.akkencloud.com/en/support/solutions/articles/4000180630-adding-a-paperless-onboarding-pob-user
For more detail on POB, please view this Video using the Link below: