DocuSign/Generate Docs. Mapping Transfer from sheet to sheet or template to template

Malorie Scaramozi

Is there a way to transfer the DocuSign/Generate Docs. Mapping from project sheet to sheet? We use a standard sheet as our template for every project. When we prepare for a new project, we select 'file save as' and create a new name; which allows us to transfer forms, automation and sheet summaries but I'm not able to roll over the mapping. Is there a way?

Andrée Starå

Hi @Malorie Scaramozi

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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