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404 Error Troubleshooting

Overview:

If investor documents are not properly coded and market for DocuSign, users will receive a 404 error when they try to sign the document.


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Chances are, you were going through the Investment Wizard. Please make sure there is a document coded for DocuSign. Be sure to verify that this document is coded correctly with your Customer Success Manager. Also make sure the coded document is loaded to the published class and that it’s marked for DocuSign.

To check that you have a document marked for DocuSign, click Project in the top navigation and then select the project you'd like to upload the document to. Navigate to the entity and class and then select the Documents tab in the middle of the screen. This tab houses all shared documents for this project. 

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Click the Upload Document button on the right hand side of the screen.

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Drag and drop or browse for the desired file. Check the box next to Use document with DocuSign. Click Upload and then Done.

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If your document was already uploaded, but not marked for DocuSign, locate the document under Personal and Project Documents and then navigate to the project and class. Click the arrow next to the document. Click Mark for DocuSign. You will see two checkmarks noting the document is marked for DocuSign.

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