DocuSign installation

💬 General Discussion
1

Hi

http://www.sugarexchange.com/product_details.php?product=1217

The DocuSign module installs without errors in SuiteCRM but it does not add it self to the menus in contracts and quotes. It seems it is incompatible with SuiteCRM or there is a workaround?

kind regards

CJS

2

Hi CJS,

Have you tried adding the DocuSign menu item via Admin -> Configure Module Menu filters?

Thanks,

Will.

3

Hi

That we can do, but the menu items possible to add like that are more of DocuSign configuration.

The missing menu entries are the “Send by DocuSign” that should appear within the contracts and quote modules “action menus” the same location where you print as pdf, email etc …

CJS

4

Hi CJS,

Have you performed a Quick Repair & Rebuild? What version of SugarCRM was this extension running on previously?

Thanks,

Will.

5

I have performed a quick repair.

Previously? I downloaded SuiteCRM 7.0 and installed from scratch then installed DocuSign module.

SuiteCRm is supposed to be build upon SugarCRM CE 6.5

CJS

6

Hi CJS,

So you did not have this extension running on a standard SugarCRM install? It seems there were problems with version 6.4/6.5 previously. Did the module install successfully? Are there any errors in your sugarcrm.log?

Thanks,

Will.

7

Hi

Well I had DocuSign running on SugarCRM Proffesional previously without any problems but this is a clean installation.

When investigating SugarCRM.log I found

01/24/14 11:52:58 [2168][1][DEBUG] Copy cache/upgrades/temp/E675.tmp/custom/SendWithDocuSign.php
01/24/14 11:52:58 [2168][1][DEBUG] Copying …/custom/modules/Quotes/ to custom/modules/Quotes/
01/24/14 11:52:58 [2168][1][DEBUG] Copy cache/upgrades/temp/E675.tmp/custom/modules/Quotes/
01/24/14 11:52:58 [2168][1][DEBUG] Copying …/custom/SendWithDocuSign.php to custom/modules/Quotes/SendWithDocuSign.php

then checked SuiteCRM AOS quotes and contracts and sure enough, no DocuSign installed there. It is logic when you think of it.

Will try to manually crate files and upload here later if it works

CJS

8

Ok - to fix menu problem

DocuSign will create a custom/modules/Quotes directory since SuiteCRM use SugarCE it does not exists and folder will be created and some files will be copied there.

copy them to custom/modules/AOS_Quotes
open Docus_ModuleSupport.php
change line 20 require_once(‘modules/Quotes/Quote.php’); to require_once(‘modules/AOS_Quotes/AOS_Quotes.php’);
change line 35 $this->bean = new Quote(); to $this->bean = new AOS_Quotes();

Now it will appear under SuiteCRM new quote module.

do the “same” to make it appear in Contract module.

9

Hi CJS,

Can you make these changes in an upgrade-safe manner?

Thanks,

Will.

10

Hm… we can’t do that now.

There seem to be more to it … maybe some DocuSign server side fails, it is possible to use DocuSign with SuiteCRM for all other modules than contracts and quotes …

cjs