documents/Template wont upload in workflow documents

[Katie22618749ly9j]

Hi there 

So I have created a template and a workflow but when I go to add the document (which has been set up with various fields for participant 1,2 etc) it comes up with the following message.  

'This document template has inconsistent access scope for this workflow. Please click edit scope to adjust the document scope to an appropriate level' (screen shot attached)

I cannot see what is wrong with the document as it is set up exactly the same as other that are working and uploading fine. e.g 'resuable document' & 'anyone in organisation can use' 

Desparate for some help here as going round in circles and I'm sure I am missing something obvious! Thanks in advance 

[Meenakshi Negi]

Hi Katie,

Thank you for reaching out and sorry about the trouble.

As you get the error while uploading a particular template, could you please check and confirm permission for that template? Check if you are using it otherwise. 

Are you the admin of the account? If not, I would suggest getting this checked with your admin of the account.

Let us know how it goes.

Thanks,

Meenakshi

[Margaret E. Acosta]

Hi Meenaskshi, 

I am an account admin and too receive this error message which really doesn't direct me on how to correct the issue. You started to confirm permission for that template. Can you expand on what that means? 

Thank you! 

[Meenakshi Negi]

Hi Margaret E. Acosta,

Thank you for reaching out.

It is the permission set on a template by the creator to access and use it to send for signature.

As you are the admin, please check for who all the permission is allowed.

We have checked that you are using the Acrobat Sign Enterprise service.

If permission is not an issue, I suggest getting in touch with the Acrobat Sign Enterprise support team to check this.

You may contact the Acrobat Sign support team via the steps suggested in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html. 

Thanks,

Meenakshi

[tw99384403]

The problem is that the scope of users allowed to use template does not match the scope of users allowed to use the workflow. To fix this, open the template in author view, in right hand rail expand "Template Properties."  Within the "Who Can Use" section, select "Any user in my group" or "Any user in my organization," which should match what you have defined within the workflow's "Workflow Info" section, specifically "Who can use this workflow".

[Bernisa29784647fewh]

This was helpful. Thank you.