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Process stalls when sending to DocuSign or Adobe Sign in ProFile

by Intuit•1• Updated 3 weeks ago

Issue

When sending a document for e-signature via Adobe Sign or DocuSign, the envelope creation process may stall. You might see the following error message:

"Error while creating envelope"

Or

"Unable to connect to Intuit Account."

Closing ProFile usually resolves the issue, but sometimes you'll need to use Task Manager. To access it, press ctrl and alt and delete.

Still having issues? Try the following

  1. Close ProFile and open it as administrator by right-clicking the program icon or shortcut and selecting Run as administrator.
  2. Log out of your signing service by going to Options in the menu bar and selecting Integration... and then selecting the service you use under eSignature. Select the Sign Out button.
  3. Log out of your online Intuit account by selecting Online in the menu bar and then Sign Out.
  4. Close ProFile.
  5. Under Internet Options in the Control Panel, make sure the pop-up blocker is turned off under the Privacy tab.
image
  1. Open any web browser and sign in to your signature account on the website of Docusign or Adobe Sign.
  2. Reopen Profile
  3. Go to Online in the menu bar and select Sign in. Sign in to your Intuit account using your credentials.
  4. Go to Options, then Integration... and select your e-signature service. Select Connect.
  5. Sign in to your account if prompted.
  6. Try again to send the e-signature request.

Note: If the same error persists, create an exception in Windows Firewall for ProFile.

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