Troubleshooting: Why can my user manually run a Doc Package but not via workflow?

Problem:

Your user is able to manually run a Document Package via button click but unable to run a Document Package via workflow (automated document package).

Solution:

Typically this occurs when there is a permissions issue. Navigate to the Profile for the user(s) experiencing this issue and ensure you have check-marked the ‘Send Outbound Messages’ checkbox.

Scroll to top